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Description
An all-in-one accounting management solution designed to streamline document handling, workflows, and client interactions. This platform stands out as the most connected practice management tool available for various accounting services, including tax, audit, advisory, management consulting, and compliance. Avii offers a comprehensive suite of applications aimed at boosting your firm's automation processes while enhancing the overall experience for your clients. Whether you operate a large firm or a smaller one, you have the flexibility to choose the complete suite or only the specific solutions that align with your current needs. It ensures secure document sharing within your organization while facilitating collaboration and task management with your clients. The system allows you to tailor the flow of information to the appropriate individuals and teams. By highlighting critical insights, it empowers you to drive your firm toward greater success. With Avii Intelligence powering the platform, all aspects of your operations are consolidated in one place, ultimately enabling you to optimize technology usage for improved outcomes with your clients. This holistic approach not only simplifies workflows but also fosters stronger relationships and drives efficiency across your firm.
Description
Ledgersync streamlines the integration of your client's bank and credit card transactions directly into your preferred accounting software without any manual effort. It also allows for the collection of Client Sub-Accounts. Rather than competing with platforms like QuickBooks, Xero, and FreshBooks, LedgerSync serves as a valuable add-on that enhances their functionality. A common inquiry from our clients is how we differ from QuickBooks Online. As a CPA, you can leverage both QuickBooks and Ledgersync to access a comprehensive and secure online dashboard that consolidates client transactions. With Ledgersync, you can seamlessly connect to both QuickBooks Desktop and Online versions, as well as various other accounting platforms. The automatic import of your client's financial data to the dashboard not only saves time but also significantly reduces the accounting workload, transforming what typically takes two hours into just thirty minutes. This efficiency allows you to focus more on providing value to your clients rather than getting bogged down in administrative tasks.
API Access
Has API
API Access
Has API
Integrations
Box
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Xero
Integrations
Box
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Xero
Pricing Details
$20 per feature
Free Trial
Free Version
Pricing Details
$12.47
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
Avii
Country
United States
Website
avii.com
Vendor Details
Company Name
LedgerSync
Country
United States
Website
www.ledgersync.com
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking