Avii, provider of the Avii Workspace TM integrated SaaS platform for tax, audit, advisory, management consulting and compliance firms, recently announced integration and bi-directional syncing with Box. 

Box is a leading Cloud Content storage and management platform and is one of the most widely used and requested solutions for interconnection and integration within the Avii Workspace platform. Together, Avii and Box accelerate business processes, power workplace collaboration and protect companies’ and clients’ most valuable information.

“With this partnership, accountants can affordably extend Box usage with Avii’s advantages through the entire firm of partners, staff, consultants and their clients,” said Lyle Ball, Avii co-founder and CEO. “Accountants who leverage both Box and Avii can immediately eliminate workflow steps, reduce significant time and expenses, reduce human error and risk, and quantifiably improve both employee and client satisfaction.” 

This enhancement provides accounting practitioners and their clients with direct access to Box files from within the Avii platform, but also provides for accelerated automation across accounting firms’ entire cloud-based practice management solution. 

Avii users no longer need to leave the Avii Workspace dashboard to access the Box platform to upload or download and manage client files. Updates happen in both directions in real-time. All the tools in Avii are immediately available and usable within a unified platform, including:

  • secure document exchange and storage synced with Box
  • single client portal
  • interconnection with firm’s systems and data
  • planning, estimating and budgeting 
  • communications
  • timekeeping and billing
  • lifecycle governance
  • task and workflow management powered by unified big data and artificial intelligence
  • visual dashboard including data and status from non-Avii applications

Congratulations to Avii and Box on the new partnership.