Starting at $55 per user/per month
View PricingOverview
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…
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Get StartedPricing
Avii Workspace
$55.00
Cloud
per user/per month
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://avii.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Integrations
- Tech Details
- Downloadables
What is Avii Workspace?
Avii Workspaceâ„¢ 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
Avii Workspace Features
- Supported: Client Portal
- Supported: Project Management
- Supported: Secure Document Exchange/Storage
- Supported: Workflow & Tasks
- Supported: Review Cycles
- Supported: Communications
- Supported: Dashboards & KPIs
- Supported: Outputs & Archive
- Supported: Knowledgebase
- Supported: Technology Integration
- Supported: Engagement Optimization
- Supported: Client Training & Education
Avii Workspace Screenshots
Avii Workspace Integrations
- Box
- XCMworkflow
- from Wolters Kluwer
- Practice Engine
- Microsoft OneDrive
- Microsoft Outlook Calendar
Avii Workspace Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States |
| Supported Languages | English |
Avii Workspace Downloadables
Avii Workspace Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 0% |
| Mid-Size Companies (51-500 employees) | 34% |
| Enterprises (more than 500 employees) | 66% |
