Only Avii provides the multi-app workspace that unifies your accounting firm, your teams, and your client. The Avii Workspace provides a single, intuitive location for working together, securely exchanging information, collaborating and more.
Establish client accounts in a matter of minutes, add unlimited contacts and information, share important notes, and manage the client account with ease.
Establishing the team to service your clients has never been easier. You can automate the assembly of teams by their specific competencies and provide full oversight to the client. Because team management is integrated into the powerful Avii platform, you can form, assess and adjust the team within minutes.
Work happens fast, but waiting around creates aggravation and inefficiencies. With Avii, you’re not jumping between disparate systems to notify clients, summarize decisions, discuss issues, outline next steps, and the plethora of other things to keep work moving. With a suite of interconnected, integrated tools, the essential work takes place right inside of the Avii Workspace. Automated workflows, alerts and discussions keep clients informed and everything moving faster.
Because Avii includes insightful KPIs, dashboards, visuals, automated updates and other communication tools, clients feel informed, valued and satisfied. We’re helping you build trusted, lasting client relationships through the industry’s most interconnected multi-app Avii Workspace.
To keep your teams informed and consistent, the Avii Workspace provides bookmarks for linking to important resources and notes for documenting important conversations and decisions. In addition, the integrated newsfeed makes key announcements visible, minimizing your dependence on email communications that clients often dismiss.
Reports and analytics reveal trends and progress that help you make adjustments, shift resources and take immediate action.