Client collaboration portal
Manage everything in a single workspace and deliver an enhanced client experience
Cut the time spent chasing client requests, questioning an engagement’s progress, or searching for data. With Auvenir, all the information your team and client needs is in one place.
Clients can securely access requests and assigned tasks so they know what’s expected of them, what items are outstanding, and add comments.
- Eliminate wasted days chasing down clients for key documents
- Work from a single solution without the need to switch from platform to platform
- Easily track an engagement's progress in a single view
- Showcase your brand with logo and colour customization
Dynamic data persistence
Eliminate repetitive data-entry and focus on what matters
Auvenir’s intelligent data persistence streamlines your entire engagement workflow by eliminating needless repetition to help you deliver a higher quality engagement.
Relevant data is automatically pre-populated throughout the file so you’ll never have to enter the same information twice.
- Spend less time on data entry and more time on growing your business
- Enter information once and see it updated throughout your engagement
- Materiality calculator and summary views are always accessible, up to date and in context
Integrated accounting standards
Get the “right” content the moment you need it
Never sift through long, tedious checklists and documents again. Auvenir integrates tailored questions right in the platform to ensure you get the right content for your engagement, the moment you need it.
- Digitized Content Guides
- CPA Canada’s Professional Engagement Guide (PEG)
- International Standards on Auditing (ISA) Engagement Forms (from CPA Canada)
- US (United States) Content Guide as authored by prominent accounting professors
- Relevant content automatically appears in-context
- Ready-made working paper templates drive consistency and help deliver a higher quality engagement
- All templates are fully customizable, designed to give you full control to tailor engagements to your clients’ needs
Work from any location
Become remote-ready in minutes
Yesterday’s technology is not suited for today's world. The move to remote work emphasizes the need for cloud-based solutions. With Auvenir, your team can work from anywhere with an internet connection.
Cloud-based also means you know that you’re looking at the most up-to-date information, you reduce the risk of working with on-premise servers, and you never have to purchase costly-upgrades.
- No need to work onsite - work from home, the office, or even the lake-house
- Unlocks the ability for your firm to build a client base from anywhere, nationwide
- Save time with minimal setup and ongoing maintenance
- Simply log in and get started - create an engagement in minutes
Bank-grade security
A fully secure workflow you can trust
At their core all audits, reviews, and compilations come down to trust - trust in the content, trust in the data, and trust in your team’s ability to complete the engagement. After all, your reputation is on the line.
This trust also extends to the platforms your team relies on. And keeping your and your clients information secure is non-negotiable.
- Microsoft multi-factor authentication enabled
- Microsoft Azure Data Encryption
- SOC 2 Type 2 compliant
- Industry-leading user permission matrix
Ready to get started with Auvenir?
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Proud Auvenir Employees
30,000+
Engagements Performed
65
Countries with Smart Engagements