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Engagements

Client engagements just got a whole lot easier!

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Streamlined Workflow.

Auvenir Engagements - Singularly focused on guiding you through a streamlined engagement journey.  

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One Platform - Many Superpowers!

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Dashboard:

Track progress, view summaries, and monitor timelines in real time.

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Secure Client Requests:

Consolidate data requests and document exchanges securely.

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Digitized Templates:

Use pre-designed or custom templates to auto-populate client data.

Additional Features

  • Auto-Notifications: Instant alerts for client requests to let you know when documents are sent.    

  • Auto-Connect to Key Accounting Systems: QBO and Xero integrations.   

  • Easy e-Sign: Fast, secure digital signatures for client and internal sign-offs.

  • Centralized Client Management: Manage client info and pull required details into engagements.  

  • Configurable User Permissions: Decide who can create and manage templates and assign roles to engagement team members.