Streamlined Workflow.
Auvenir Engagements - Singularly focused on guiding you through a streamlined engagement journey.
![Compilation Engagement Journey-1 Compilation Engagement Journey-1](https://products.auvenir.com/hs-fs/hubfs/Compilation%20Engagement%20Journey-1.png?width=2000&height=322&name=Compilation%20Engagement%20Journey-1.png)
One Platform - Many Superpowers!
![3 3](https://products.auvenir.com/hs-fs/hubfs/3.png?width=500&height=500&name=3.png)
Dashboard:
Track progress, view summaries, and monitor timelines in real time.
![2-1 2-1](https://products.auvenir.com/hs-fs/hubfs/2-1.png?width=500&height=500&name=2-1.png)
Secure Client Requests:
Consolidate data requests and document exchanges securely.
![4 4](https://products.auvenir.com/hs-fs/hubfs/4.png?width=500&height=500&name=4.png)
Digitized Templates:
Use pre-designed or custom templates to auto-populate client data.
Additional Features
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Auto-Notifications: Instant alerts for client requests to let you know when documents are sent.
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Auto-Connect to Key Accounting Systems: QBO and Xero integrations.
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Easy e-Sign: Fast, secure digital signatures for client and internal sign-offs.
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Centralized Client Management: Manage client info and pull required details into engagements.
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Configurable User Permissions: Decide who can create and manage templates and assign roles to engagement team members.