What is Avii Workspace?
Avii Workspace™ is an end-to-end practice management platform for tax, audit, advisory, management consulting and compliance that provides native functionality; interconnects required or preferred SaaS and internal systems that allow API connectivity; and eliminates redundant SaaS products with their associated logins, passwords, and additional costs. Avii Workspace gives consultants and clients a single portal and a unified workspace for the functions that drive consistent workflow, business intelligence and communication.
- Elevate the client experience in a single portal
- Unify the entire practice management workflow
- Improve secure document exchange and storage
- Streamline team and client interactions
- Sync data and files between other software solutions (Microsoft Office 365 Calendars, Box, internal systems)
- Move beyond being a historian to become a strategic analyst & consultant
- Leverage connected workflow and client data to become a trusted advisor
- Enable artificial intelligence by moving more processes into unified software from elaborate spreadsheets & isolated software silos
Categories & Use Cases
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