When you DO your work in Avii, you GET automations and connections that improve your interactions, relationships, productivity, and deliverables.

What you can DO with Avii

Client Workspace + Portal

Empower your clients and team to engage with each other rather than have purely transactional relationships.
Exchange documents via Avii Document Request Lists and templates to automate processes, workflows, organization, notifications, and next steps.
Communicate better. With Avii, clients and team members have secure, contextual discussions always available to the right people, even as your teams change.
Keep multi-service line engagements aligned by consolidating interactions into one management tool for all projects across service lines.
Automatically update clients and staff with interactive dashboards that distill and simplify extensive information about what’s happening and what’s next.
Streamline signatures with Avii e-signature.

Create consistency and accuracy in how your firm guides strategically-defined processes among employees and clients.
Set and meet your clients’ expectations by having predictable and reliable firm processes for all audit services.
Expand your automations beyond core accounting work by including processes for team hiring & onboarding, client onboarding, and client satisfaction surveys, to name a few.
Utilize Avii automations to trigger behaviors automatically, report status, facilitate discussions, and advance work completed in other software used at your firm.

Plan and schedule project teams ahead of time or configure automations to add team members and notify them at just the right time.
Grant team members and clients varying degrees of permission to access relevant information, documents, functions, and features.

Assign tasks to your team and client users on engagements through templates or one at a time.
Track and edit tasks, assignments, and status in bulk or individually.
Configure notification settings to alert specific team members and clients via live dashboards, emails, and/or texts when tasks are updated or completed.

Reduce information overload and increase efficiencies by adding required tasks, document requests, and audit checklists at the right time.
Create templates for document request lists, task lists, and audit procedure checklists.
Add templated document request lists and task lists to projects through automations or manually as needed.
Add more than one document request list or task list template to a project. It’s automatic and scalable.

Keep clients aware of project status through adjustable dashboards that distill and simplify extensive information automatically fueled by your team’s activities.
Record historical information such as sign-off date and signer.

Significantly improve the process of requesting and acquiring documents from your clients.
Utilize automated, templatized, adaptive document request lists.
Assign individual client users to provide specific documents.
Define specified doc requests as private.
Make all requests through the client portal, simplifying the process while eliminating potentially unsecured email transactions.
Unify document exchanges across all service lines with a single, automated, secure portal and workspace that improves experiences for your clients and team members.
Streamline signatures with Avii e-signature.

Query, filter & sort across all audit projects and pools, as well as across all firm service lines to align with other teams.
Identify, prioritize and manage necessary actions in one place.
Modify projects, automations, teams, assignments, tasks, and deadlines in bulk.

Drive Better Experiences for Your:

Tax
Audit
Advisory