Document
Management

Avii Document Management protects the exchange of client information, streamlines document requests, and ensures compliance. It’s a complete document management and storage system with granular permissioning.
REQUEST DEMO

Exchange and Store
Documents Securely

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.

Set Sophisticated
Access Levels

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.

Start Fast with Document
Request Templates

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 Documents in Place

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.

Connect 3rd-party Cloud
Storage Systems

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.

Tap into Analytics and Reminders

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.

Avii Intelligence

Document Management also includes Avii Intelligence, which unifies your accounting experience, centralizes the essential applications, provides smart automation, and keeps people informed.
Learn More

Document Management features at a glance:

  • >  Client portal
  • >  Document storage
  • >  Document request lists
  • >  Document annotations
  • >  Team document-related collaboration
  • >  Standard task management
  • >  Collaborative notes and discussions
  • >  Action-oriented alerts and notifications
  • >  News and other important highlights

+ PLUS all Avii Intelligence features

See Avii Document Management in action!

REQUEST DEMO