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Description
Auditi is a streamlined platform designed to enhance your workflow by integrating communication, collaboration, and secure file sharing into one cohesive system. Professionals such as auditors and accountants often find themselves needing to gather extensive information from clients before they can properly start their projects. Unfortunately, this process is often disorganized, relying on a hodgepodge of different tools and spreadsheets. As employees take time off, communication can slow to a crawl, resulting in countless hours wasted in pursuit of necessary documents instead of focusing on meaningful tasks. Often, crucial information is overlooked until it's too late, and sensitive files are exchanged using unsecure methods, leading to significant risks. Additionally, clients are left in the dark, having a frustrating experience even before the actual work begins. Auditi eliminates this chaotic and convoluted procedure, offering a streamlined workflow that conserves both time and financial resources. By centralizing all aspects of communication, collaboration, and file sharing, your firm can operate more efficiently and effectively on a single platform. This transformation not only enhances productivity but also significantly improves the overall client experience.
Description
Our comprehensive solution integrates automated task management with client communication, enabling accounting firms to enhance their client relationships while streamlining workflows for faster completion of tasks. Say goodbye to delays caused by clients' lack of responses, as our web and mobile applications transform communication and declutter your email inbox. Forget about managing a complicated tech stack; embrace Client Hub as the ultimate platform for workflow management, client interaction, a client portal, file sharing, and much more. You can easily set tasks to recur, initiate Client Tasks automatically, and receive notifications for overdue items. A standout feature is our ability to generate Client Tasks from uncategorized transactions in QuickBooks automatically. Tailored specifically for cloud accounting and bookkeeping professionals, our platform is dedicated to offering features that facilitate a seamless workflow tailored to your requirements. Share files effortlessly through mobile or drag-and-drop options, and maintain organization with client-facing and internal folders for each client, ensuring a structured approach to your operations. By choosing our solution, firms can look forward to an improved efficiency that ultimately benefits both their operations and their client satisfaction.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$32 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Auditi
Country
United States
Website
www.auditi.com
Vendor Details
Company Name
Client Hub
Founded
2017
Country
United States
Website
clienthub.app
Product Features
Audit
Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management
Product Features
Digital Workplace
Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management