Review, annotate, accept/reject, and e-sign documents without leaving the Avii Workspace. Even better, the document snapshot provides an overall view of all document requests, 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.
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 you will need from clients, then deploy that template for one or many clients with sample documents as references.
Significantly improve your firm’s secure practices and overall security. Our complete document management system makes it simple to exchange data and documents via a secure portal with your clients and teams.
Leverage your existing 3rd-party doc storage via automated interactions and integrations. Review, annotate, accept/reject, and e-sign documents in one workspace + portal, eliminating unsecured email transactions.
Tie into your existing document storage solutions such as SharePoint® or Box® to automate more of your data and processes. Avii has full integration with both solutions. In cases where you use 3rd-party cloud storage, you give your clients improved capabilities and experiences with the Avii Client Workspace + Portal and then use automation to leverage 3rd-party systems behind the curtain.
Avii customers can also store files natively on Avii Workspace in Microsoft Azure Cloud. Store up to 3 GB per Licensed User at no additional fee above the Avii Workspace License Fee, and you can pool this storage allowance across all Licensed Users in their firm. Avii customers can pay for additional storage above that limit at a rate of $0.25/GB per month, shared across their firm, billed monthly. Typically, we find the Avii native storage solution works best for smaller accounting firms. Learn more about Avii Document Management System.
Avii automations can update on-screen reminders and dashboards in addition to sending scheduled emails and texts to remind clients and staff of document request deadlines and clarify the next steps. These automations are updated and triggered based on tasks completed by your clients and team members, eliminating the need for people to send manual emails or other reminders.