Withum Experience, Powered By Avii

Withum is a longstanding advisory, assurance, and tax firm ranking in the U.S. Top 25. They embody a forward thinking and tech-driving culture, emphasizing “better workspace automation for better client experiences” and maximizing the power of their data. 

In 2017, Withum created an internal Innovation Council to carry out technology-driven initiatives that propel the firm forward.  To address their challenges, the firm tasked the Council with using their top-tier internal research, analytical, and technology resources to discover, test and deploy ideal automation technologies available for their accounting professionals and clients. From those efforts, Avii was selected as the software engine to power a significant evolution of the firm’s processes and interactions with their clients, which they call “The Withum Experience.” Since then, Avii has worked with this group on a monthly basis to drive continual change management at the firm.

             

By implementing intelligent automations in place of cumbersome manual processes, Avii has not only improved our client relationships, but also saved us time and helped us operate with greater transparency on client projects.

MATTHEW WALSH
CPA & Partner at Withum

The Withum Experience Powered By Avii was deployed to provide their team members and clients with access to a significantly improved and automated engagement workspace and client portal. It also helps Withum establish automated processes, streamline data connectivity, and become more efficient by fueling adherence to the firm’s best practices.

Avii Workspace™ Includes: 

• Avii API Connectivity: Avii interconnects and unifies data from Avii, 3rd-party apps,
  data warehouses, and more, automating the collection of data to eliminate reliance
  on humans and static reports. Avii does not charge extra for APIs or data warehouse
  usage.
• Live Automations: Withum is utilizing dashboards, like Avii Project Queue, for real-
  time info. Project Queue is a robust project management tool that provides team
  members with one place to advance their projects and stay up-to-date on what has
  been completed and what is next. It spans their own workspace as well as those of
  their clients and all team members on their engagements across teams which utilize
  this tool.
• Increased Clarity: Avii integrates in-context discussions with document request
  lists to increase clarity while maintaining security.
• Box ® Integration and Bi-directional Syncing: When a client uploads documents,
  whether through Box or the Avii Client Portal, the permissions, rules, and best
  practices will inherit the native Box settings.
• Outlook Calendar: Adds the ability to update and review calendar items through
  Avii Workspace.
• Streamlined Communication: Client and team members easily discuss
  documents, tasks, and other questions within the Avii Workspace™. The discussions
  occur within a centralized location, making it easy to keep track of conversations
  around sensitive information.

The partnership between Withum and Avii resulted in both practitioners and clients
enjoying connected experiences within a unified workspace.  They also gained
increased transparency, dynamic automations, real-time status dashboards, and big
data insights.

The Withum Experience Powered By Avii is one of the most significant outcomes of Withum’s Innovation Council. Their Innovation Council was integral in uncovering their firm’s needs, defining how accounting automation and communications could help, and selecting Avii Workspace as the accounting platform to unite their processes, data, teams, and their clients.

Withum is currently expanding automations to additional teams. Avii’s architecture and flexibility allow for technology and process management staff to land and expand across the firm. Working in Avii Workspace is spreading knowledge of and compliance with Withum’s best practices. It’s creating more efficiency – team by team – and more consistency between clients and practitioners.

             

Withum is a long-time customer of Avii. Withum relies on the client portal and automations from Avii to fuel consistency and productivity. Our collaboration with Avii shows what is possible when modern software vendors put firms first.

MATTHEW WALSH
CPA & Partner at Withum