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Engagements

Client Engagements Just Got A Whole Lot Easier!  

Coming Summer 2024!

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Secure cloud-based client engagement management and financial reporting solution for CPAs:
  • All you need for seamless, end-to-end compilation engagements

  • Client and team collaboration for secure document request and share

  • Built-in Template Library with standard templates or create your own customized workpapers

  • In-app e-signature for internal and client sign-offs

  • AI tools powering digital assistance & trial balance mapping

  • Dashboard insights to help you with real-time progress tracking

Sign up now to get timely updates on the new Auvenir Engagements app.