The Avii Client Experience unifies all client interactions into a single, secure workspace + portal across all service lines. You determine what clients see or don't see, including document request lists, document folders and files, tasks, schedules, discussions, e-signatures, and status dashboards.
Avii also unifies more of your accounting experience into one place, reducing your time spent bouncing from app to app to get work done. It’s a unified workspace + portal that drives consistent automations, communication, business intelligence, and reporting.
There are plenty of benefits to having fewer accounting software systems. Reducing your software stack lowers your costs, provides fewer logins/passwords to remember, and requires less training for your team members. Avii consolidates your total number of systems and also enables your firm to interconnect with many non-Avii systems that allow for such connectivity.
Your practitioners are too busy to go through the steps of duplicating their work. No more doing something, and then taking time to check off a task list, send an email, report on it, or pass it to the next person. Avii also incorporates automation of resource planning and assignments.
Avii live dashboards automatically update as clients and team members complete tasks, replacing the need to do something and separately report on it. These dashboards provide a heightened level of automated visibility and transparency, allowing clients and team members to participate actively.
Automations from CRM through traditional “workflows” and deliverables allow you to customize how work will flow and then automates those processes, making your team more productive and efficient. You have the flexibility to create simple to substantial automations that overlay, react to, and progress the work you do in Avii. Our open API also allows you to build connections with your other 3rd-party applications that allow for such connections.
Optimizing your firm's processes with improved workspaces, better organization, smart automation, and more actionable data will help your bottom line. Gaining more efficiency will save your team valuable time, allowing staff to focus on more profitable activities. Improved client relationships and loyalty means potentially gaining more of their business and direct referrals. More visibility for managers and executives will directly impact the success of your overall technology and business strategies. This type of uplift of your practice management approach will ultimately profit your accounting firm in many ways.