Avii
4.6
3

Not Claimed

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.
Developer
Avii
HQ Location
Lehi, Utah
Year Founded
2016
Number of Employees
17

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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
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