Finally, a platform built specifically for you

Everything needed to streamline your process for faster, higher-quality, and more efficient engagements.

Pick the right-sized plan for you and your team

Battle-tested with over 50,000 engagements using technology built by Auvenir across 65 countries, Auvenir helps small to medium-sized firms to simplify preparations, compilations, reviews and audits.

QMG Cloud

With CPA Canada's Quality Management Guide, "QMG Cloud," powered by Auvenir you can revolutionize your quality management journey.

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With QMG Cloud, you get:

Peace of mind with CPA Canada's exclusive content and methodology, seamlessly up to date, directly embedded in the QMG Cloud
Instant implementation - you can set up our system of quality management (SOQM) in minutes and begin building
Data persistence by entering information one time and dynamically link or cross-reference related items or responses within the platform
Connect objectives, risks and responses seamlessly within the system
Central repository for all SOQM documentation - including policies, procedures and monitoring activities - with supporting evidence
Content that is tailored to your firm, based on whether you conduct assurance engagements or related services engagements
Effective monitoring and document evidence throughout the year

Custom/ Enterprise

With our Custom/ Enterprise solution, you can build a tailored solution for your organization's needs.

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With Auvenir Custom/ Enterprise, your team can:

Create custom-made content and workflows for your firm or organization
Multiple content streams for various teams? No problem
Tailored questions to ensure you're getting the right content for your engagement
Create analytics from your trial balance data to add powerful visualizations directly in your engagement working papers
Powerful features such as data persistence, a risk assessment module, and summary views
If you can envision it - we can build it

Not sure what plan is for you?

Get in touch and we’ll answer all your questions to find the right fit for you.

Contact Sales FAQ's

The simplest way to complete an engagement

Client collaboration and engagement management has never been this easy.

Client Collaboration Portal

Spend less time chasing down files from clients and more time doing the work that really matters.

Cloud-based

Work remotely from anywhere you have internet access. No more need for costly on-premise servers.

Carryforward Engagements

Carryforward data from a previous engagement to save you time and set a template for new engagements.

Integrate with Confirmation

Easily link your Confirmation and Auvenir accounts to seamlessly display the status of your confirmations.

Integrate with Validis

Seamless integration with Validis pulls client financial information from dozens of accounting packages, including QuickBooks, Xero, and Sage.

Support at every step

We provide the customer support, knowledge base and training needed from your first engagement onwards.

Custom branding

Strengthen and showcase your brand to clients with in-platform logo and colour customization.

Custom working papers

Build custom working papers with your firm's own methodology that meet the specific needs of your client.

Bank-grade security

Rest assured and confident that your data and the data of your clients is always protected.

Unlimited storage

Never worry about running out of space. An unlimited amount of data is stored on the cloud for no extra cost.

Pre-built templates

Get your engagement jump started with our variety of pre-built standard working paper templates.

Analytics Common Tool

Create analytics from your trial balance data to add powerful visualizations directly in your engagement working papers.

Integrated standards

Digitized Professional Engagement Guide (PEG), International Standards on Auditing (ISA) from CPA Canada or US Content Guide.

Guided forms (PEG, ISA, US)

Our Guided Audit, Review and Compilation workflows make for a simple and efficient engagement experience.

Engagement tools

A trial balance module, materiality calculator, and risk assessment module to streamline your audit.

Data persistence

Data that automatically flows and updates throughout your engagement. No more repetitive data entry.

Tax Code Mapping

Users can easily map their trial balance accounts to standard tax codes directly inside the application and can effortlessly export Trial Balances with tax codes into a standard format for easy incorporation into the user’s tax software.

Flexible User Permissions

Client users can manage their team structure within the platform with the ability to assign coordinator or participant roles, unlocking advanced user permissions with additional restricted control access to certain engagement files.

Ready to get started with Auvenir?

You may be asking, “Why Auvenir?”

Auvenir is your next-gen, cloud-based, client engagement solution. Manage your client document requests and automated reminders with our secure client portal. Our platform simplifies your compilation, review and audit engagements with custom or standard work papers for compilations, reviews and audits.

Get ready for Smarter Engagements.