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Avii Workspace Solves Automated Engagement Letters for Accounting Firms

Are you tired of the time-consuming and cumbersome process of managing engagement letters in your accounting firm? With Avii Workspace™, we've automated and streamlined the way accounting firms handle Engagement Letters, making it easier and more efficient than ever before. Here's why you should choose Avii for all your engagement letter needs:

Streamlined Engagement Letter Process

We all know the Engagement Letter process is disjointed and frustrating. That's why we've streamlined it within the Avii Workspace integrated accounting software platform. Here's how it works:

  1. Set Up Templates, Teams, Roles, Permissions, and Secure Document Routing/Storage: Avii allows you to templatize and automate more elements related to engagement letters than any other solution.

  2. Three Types of Letter Processes: Use Avii for all three types of engagement letters - when you sign up a new client, when a client adds a new service, or during seasonal engagements like tax season. And beyond the letters, Avii automates all of the processes around the letters, including next-steps for clients and staff, alerts, document routing and storage, and much more.

  3. Seamless Client Communication: Avii Workspace sends the engagement letter directly to the client, making it the first document in their Document Request List (DRL). Avii also automates live status dashboards, alerts and notifications through a seamless, hassle-free process.

  4. Automated Reminders: Avii sends automated, scheduled reminders to your clients to sign the engagement letter, ensuring nothing falls through the cracks. Avii also alerts staff and management when they have a task to complete in the process.

  5. E-Sign Capabilities: With Avii E-Sign, obtaining signatures on your engagement letters has never been easier. It's all integrated into Avii Workspace, providing an embedded, native digital signature solution.

Both Clients and Staff Love Avii

Avii is a game-changer for clients and staff. Here's why:

All-In-One Solution: Avii puts more of the accounting experience in one place. Clients and staff love the simplicity and ease of going to one portal + workspace for all interactions, exchanges, updates, dashboards, e-signatures, and communications.

Special Offer for Accounting Firms

Avii is extending a special promotion to both our existing and new customers. For those with existing licenses for Avii Enhanced Core + Automation, and for those who sign a new contract for those platform modules during Q4 2023, Avii E-Sign will be provided free of charge for the next three years. It's our way of saying thank you for choosing Avii.

For more information about Engagement Letters, Avii E-Sign, and our exclusive offer for Avii customers, please visit and schedule a call with our team. Let us show you how Avii can transform your client engagement process and take your accounting firm to the next level.

Your End-of-Year Change Management and Software Needs As you celebrate making it past the Oct 15 busy season, here’s some recent news from Avii to help you with end-of-year Change Management and Software Evolution:

Avii Workspace is your ultimate partner in elevating your firm's capacity to serve the diverse needs of your clients, staff, and executive management. As we enter the final quarter of the year, we're here to help you navigate transformative change management and cutting-edge technology enhancements that will pave the way for a more prosperous and delightful 2024.


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