Unified Client Portal
for Accountants.

The Avii Client Portal provides a unifying experience for practice management firms and their clients. While centralizing all client activity into a single portal, it provides the needed visibility to document requests, projects, tasks and the many other available elements and tools that accounting firms use. Avii designed the robust client portal to keep clients informed, increase engagement, shorten response times and improve relationships—and the integrated multi-app environment delivers on that promise.

Establish a Single Portal
for All Exchanges

Bringing the entire client experience into one intuitive workspace, the Avii Client Portal enables discussions, work sharing, communications, projects and much more. Your clients will enjoy the benefits of a unified experience with your teams and the work being done.

Provide Client Visibility
to Your Projects and Tasks

Avii provides a comprehensive project management suite that makes it easy for clients to see project progress and current status and to communicate with the firm and its team. With this heightened level of visibility and transparency, your clients will actively participate and drive up satisfaction.

Motivate Client Collaboration

According to a recent study of organizations*, the majority of customers expect organizations to use new technologies to improve overall experiences. Avii provides collaboration tools that increase engagement, response times, and overall client experiences and satisfaction

Increase Client Loyalty

Integrated KPIs, visual dashboards, news feeds and alerts keep clients informed and engaged. These informational insights enable higher client engagement, shorten response times and produce happier clients.

Build Trusted Client-Team

Humanizing the client-team relationship builds rapport, inspires loyalty and develops overall relationships. With the Team interface, clients see who’s working with them and making a difference.

Unified Client Portal. Features at a glance:

  • >  Projects and Tasks
  • >  Discussions
  • >  Newsfeed
  • >  Notes
  • >  Notifications
  • >  Team

+ PLUS all Avii Workspace features

See Avii Client Portal in action!


*Source: Salesforce.com’s 2019 Customer Engagement Trends