A smarter way to manage your engagements.

We've taken the best of today's technology to build a platform that enables a better engagement experience for accounting firms and their clients.

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Own the process

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 Auvenir with your firm’s branding and logo for a professional look.

Own the process

Manage engagements, roll-over prior year templates, create new engagements and task lists, assign due dates, track progress and send reminders and messages to clients and team members.

Share the process

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.

Add comments, requests, and status updates directly to a task so all team and client communication happens in context.

Share the process

Secure the process

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.

Keeping firm and client data safe is non-negotiable. We encrypt client data in-motion and at-rest to protect your business information.

Secure the process

Automate the process
(coming soon)

Advanced tools are coming soon to 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.

Automate the process

Compatible with most major accounting packages report formats to quickly import financial and accounting data. Full integration coming soon!

Want to learn more about Auvenir?

Get in touch with us to schedule a live demo or to get more information about the Auvenir platform.