Collaborative client portal
Auvenir can help reduce the amount of time spent onsite because all the information you and your client need is in one place. Clients can securely access information and tasks that are assigned to them so they can quickly understand what items need to be provided, upload documents, and add comments.
Once a task or a request is assigned to your client, they’ll receive an automated email notification. They’ll be able to provide the required information through the Auvenir platform. Clients can also view all requests assigned to them to get more insight into project progress and understand what information is required. Clients can only see the items that you assign to them.
Auvenir is a secure cloud-based solution that can be accessed from anywhere. Clients can ask for clarification and you can provide further details in real-time, in the context of the task or request in question. By simplifying communication and document collection, less time on site is required. Less travel and time onsite means more time saved for everyone.
Project management built for accounting firms
Auvenir is designed to help you complete engagements faster by combining file sharing, document management, communication, and planning tools into one solution. Auvenir also helps continually optimize your engagement workflow through reporting and analytics for each engagement to help you stay up to date, prioritize key tasks, and find opportunities to improve.
Staying up to date on each engagement alone is time consuming. Check the dashboard view for an update on overall engagement progress. In the task list, see more details on the progress of each task and quickly surface the ones that are overdue or need to be prioritized.
Reduce time spent following up with your clients and engagement team on missing or overdue items by sending automated reminders and follow up emails at a frequency and date you choose.
Say hello to inbox zero. Auvenir helps you securely keep important information and files in a single place and out of your email inbox. Staff can easily find all uploaded documents for any client file.
Auvenir fits into the way you work. Upload your existing PBC lists or create custom ones. Set custom schedules for sending out reminders and notifications at a pace that works best for you and your clients. Add your firm’s branding for a professional look and feel.
Auvenir’s flexibility means that it can be used to manage internal projects and resourcing. You can get insight into your team’s progress and workload in each engagement and quickly add or move staff from engagements and assign tasks based on availability.
A secure experience for everyone
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.
Multi-factor authentication provides an added layer of security to protect your account and the confidential information of your clients.
Keeping firm and client data safe is non-negotiable. All data is encrypted in-motion and at-rest to ensure all information is confidential and secure.
Keeping client and firm data separate is a must. Clients can only see tasks you assign to them. Permissions can also be adjusted for each team member to ensure they have the right level of access.