Take control of each engagement with tools to track progress, manage team and client activities in real-time, and stay up–to-date with dashboard views for each engagement. Customize your client’s experience with your firm’s branding and logo for a professional look.
Invite clients to upload documents, add comments, and access tasks assigned to them on a secure platform. Resource management and communication tools allow you to quickly add team members, assign tasks, and get insight into what’s happening with each engagement, whether you’re in the office or on the go. Seamless customization allows you add your firm’s branding and logo to ensure you deliver a polished experience for your clients.
We understand data security is one of your top priorities. That’s why we built security into the platform so you can confidently access your engagements anytime, anywhere.
Advanced tools are coming soon to further drive efficiency throughout your engagements. Stay on top of client requests with automated notifications and digital confirmation processes. Quickly import accounting data and leverage it in our time-saving automated working paper generation tool to quickly get started on your journal entry testing process.
Pete Myers sat down with Liz West on CPA Ontario's Future Forward podcast to talk about how technology is transforming the financial audit for small to medium sized accounting firms.
Malik Datardina appeared on CPA Ontario’s Future Forward podcast to talk about what these technologies mean for the accounting world.
From Accounting Today - Pete Myers, CEO at Auvenir, and Chris Thatcher, Leader of Global Innovation for the Audit Practice at Deloitte talked to Michael Cohn at Accounting Today about Auvenir and the future of audit.
