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Average Ratings 2 Ratings

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ease
features
design
support

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

Like many businesses, you likely find yourself waiting extensively for clients to provide necessary documents, leading to a significant loss of time while you search across various platforms for important files. Instead of continuously following up with clients for those documents, offer them a user-friendly and secure mobile app for file sharing that they will appreciate. With Client Experience 2.0™, powered by Liscio, accountants and bookkeepers can significantly enhance their efficiency. Liscio serves as a contemporary, secure, mobile platform that facilitates communication with clients and the exchange of sensitive information, including documents and eSignatures, all while on the move. Clients often prefer texting, and urgent matters can easily get overlooked in crowded email inboxes. Liscio’s Real-Time Messaging creates a secure direct line between you and your clients, allowing you to stay updated on all interactions with clear tracking of progress and responsibility. Additionally, client-oriented tasks come equipped with text notifications and automated reminders for overdue items, ensuring that your clients remain on track and informed. This streamlined approach not only improves communication but also enhances the overall client experience, making your firm more responsive and effective in handling client needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Karbon

Integrations

Karbon

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Liscio

Founded

2017

Country

United States

Website

liscio.me

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

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

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