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Avii
4.6
3
Avii provides a unified workspace for tax, audit, advisory, management consulting and compliance organizations that strengthens client loyalty, automates and consolidates workflows, and ensures security and compliance. And if that isn’t enough, Avii also helps you streamline resource planning and increase profitability.
Avii is the first SaaS Hub™ for accounting firms. It provides the foundational environment of interconnected apps that unify your disparate data, security, workflows and practice management—eliminating manual steps, facilitating automation and unifying KPIs and other status indicators into a visual dashboard.
With Avii you can choose the entire platform or only what you need:
* Client Experience
* Document Management
* Resource Management with Advanced Workflows
* Firm Performance with Invoicing
Avii Intelligence powers the entire platform, bringing your entire experience into one place.
Ask anything of Avii with Workflos AI Assistant
https://avii.com
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Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
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Avii Plan
Client Portal + Workspace with DMS
35
Avii provides a unifying experience that brings together your firm and improves collaboration and efficiency. And as an important side note, your clients will appreciate the added insights and clarity.
The complete Document Management solution (request lists, OneDrive/Box integration, advanced permissioning, etc.)
Document-related collaboration
Standard task management
Collaborative notes and discussions
Action-oriented alerts and notifications
News and other important highlights
Avii Intelligence
Resource Management + Advanced Workflows
35
Customizing your flow of work will provide advanced automation to keep your team informed and productive. You will also enjoy the added benefits of the entire Resource Management solution.
The complete Resource Management solution
The complete Document Management solution
Advanced, customizable workflow automation
Firm Performance + Invoicing
30
Track expenses, invoices and client payment history. You will also enjoy the added benefits of the entire Firm Performance solution.
The complete Firm Performance
Expense and invoice tracking
Client management
Client payment history