# Avii Reviews **Vendor:** Avii **Category:** [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 3 ## About Avii Avii provides a unified workspace for tax, audit, advisory, management consulting and compliance organizations that strengthens client loyalty, automates and consolidates workflows, and ensures security and compliance. And if that isn’t enough, Avii also helps you streamline resource planning and increase profitability. Avii is the first SaaS Hub™ for accounting firms. It provides the foundational environment of interconnected apps that unify your disparate data, security, workflows and practice management—eliminating manual steps, facilitating automation and unifying KPIs and other status indicators into a visual dashboard. With Avii you can choose the entire platform or only what you need: \* Client Experience \* Document Management \* Resource Management with Advanced Workflows \* Firm Performance with Invoicing Avii Intelligence powers the entire platform, bringing your entire experience into one place. ## Avii Reviews ### 1. Fabulous customer service and product **Rating:** 5.0/5.0 stars **Reviewed by:** Donna F. | Accountant and Business Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2022 **What do you like best about Avii?** The structure the software will provide me and the ability to house all my clients, notes, documents for clients, etc all in one place. Additionally, the team is fantastic to work with. I have never been given such wonderful attention and caring to show me how to use a system before working with the AVII team. Definitely feel they have went above and beyond. **What do you dislike about Avii?** I have not used it long enough to find a dislike. Everything seems to work just fine, its me needing to remember how to do everything and form the new habit of using the software which I fully intend on doing. **Recommendations to others considering Avii:** Great tool to provide accountants, coaches or other service based businesses with structure, keeping track of notes, documents, and todo's. The system helps present the client with a professional impression of how you operate your business. Much more... **What problems is Avii solving and how is that benefiting you?** Structure - it is helping to provide a tool that will help me stay organized and share information between me and clients and future team members. This tool is not for me to increase my business, but rather organize it better so I can serve my clients at a higher level of excellence. ### 2. A whole new world! Avii brings clarity and cohesion with transparency and tools to run a firm **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon A. | Tax Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2022 **What do you like best about Avii?** Avii is more than practice management as accountants have known it. It brings management, planning, and execution into one platform, making it transparent for everyone in the firm to see. **What do you dislike about Avii?** With all of the tools Avii has, it is a little daunting and overwhelming to look at the first few times you use it. Being able to control the amount of information for people logging in would be the main thing that would have helped our people adapt sooner. **Recommendations to others considering Avii:** The tools in Avii offer many ways to improve, enhance, or even change your current processes. In considering Avii, understanding the big picture of what is possible is good to have as a guideline, but focus on the most significant need you are trying to solve using Avii tools inside your firm first. The integration of the other tools will manifest as you focus on the biggest need, showing the power of the Avii tools. If you are trying to integrate with third-party applications, have open and honest discussions with the Avii team to make the integration plan attainable. Finally, it is best to have a team of champions to learn, teach, and support your firm in using Avii. Don't leave it to the IT team - find people who are passionate and willing to use technologies and can rally people around tools that create transparency and efficiency and let them be part of the process. In my opinion, Avii can solve for some major headaches in the public accounting world if you are willing to understand it. **What problems is Avii solving and how is that benefiting you?** First, transparency of what client projects are happening across the firm and which staff are working on them. Second, having all client documents accessible in one location for everyone who will need them. Third, automating workflows both within the firm and with clients - utilizing document requests, discussion tools, and portal access. We are working towards what we call resource management - giving the right work to the right people at the right time ### 3. Avii review **Rating:** 4.5/5.0 stars **Reviewed by:** Aakash M. | Associate Solution Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Avii?** I had best experience with Avii in document and workflow management. **What do you dislike about Avii?** There is nothing to dislike in avii everyhing runs smooth and as per goal. **What problems is Avii solving and how is that benefiting you?** Account management, Document management, workflows etc. ## Avii Discussions - [What is Avii used for?](https://www.g2.com/discussions/what-is-avii-used-for) - [View Avii pricing details and edition comparison](https://www.g2.com/products/avii/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-19+13%3A50%3A42+-0500&secure%5Bsession_id%5D=cd456529-9883-47c7-b803-afac482ec3bb&secure%5Btoken%5D=ea1b29989debd5d51078a169cfa9e686873196f5baf2a689443c8a715de46700&format=llm_user) ## Avii Features **Platform Additional Functionality** - Cloud - Messaging - Portal **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Content** - Automation **Collaboration** - Collaboration - Tasks - Version Control **Platform Data** - Dashboard **Billing** - Time - Reporting - Invoices **Onboarding** - Templates - Checklists - New Client **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Avii Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (820 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (654 reviews)