A complete document management and storage system integrated into the Avii Workspace makes it simple to securely exchange data and documents with clients and teams.
Control access to files and folders by document, folder, individual, role and team. These sophisticated access levels provide the flexibility and the confidence you need to secure confidential information exchanges.
Set up templates that outline the types of documents that you will need from clients, then deploy that template for one or many clients with sample documents as references.
Review, annotate, accept and reject documents without leaving the Avii Workspace. And what’s even better, the document snapshot provides an overall view of all document statuses and the built-in collaboration enables document-related discussions. It all happens in one secure location, providing live status and clarity on what’s next.
Extend your investment with your existing cloud storage offerings such as OneDrive and Box. Avii not only connects to these 3rd-party cloud storage systems, but it also extends the more sophisticated permissioning to these 3rd-party systems.
Quickly assess the state of your document requests with real-time analytics. And send automated, scheduled reminders to clients that clarify which documents and data they still need to provide.
Document Management also includes Avii Intelligence, which unifies your accounting experience, centralizes the essential applications, provides smart automation, and keeps people informed.