Withum Experience, Powered By Avii

HEADQUARTERS
United States Northeast
SIZE
Top 25 National Accounting Firm
AUTOMATION LEVEL
Advanced
SPECIALTIES
Audit, Tax & Advisory

Avii Impact

  • Available to 1,200 users throughout the firm
  • Accounting automation replaces busy work
  • Significant communication improvements between team members and clients

Before Avii

Withum is a longstanding audit, tax and advisory firm that ranks as a U.S. Top 25 with a forwardthinking and tech-driving culture and an emphasis on “better workspace automation for better client experiences.”

In its effort to continually remain at the forefront, the firm created the internally-curated Innovation Council in 2017.

Main Challenges

  • Some task lists were still being managed manually
  • Email communication needed absolute security
  • The ability to reach clients could be further improved
To further address these issues, the firm charged its Innovation Council with using their top-tier research, analytical and technology resources to discover, test and deploy ideal automation technologies available for use by their accounting professionals. From those efforts the relationship with Avii and the development of Withum Experience, Powered By Avii has emerged.

The [Avii] platform is easy to navigate and makes it simple to highlight and expedite the clients and actions that need immediate attention. We’re able to serve our customers through the portal better than ever before.
Gita Sehgal
Consultant at Withum

After Avii

As a recent and notable outcome of its partnership with the tech platform company, one of this firm’s newest technology solutions is a customized version of Avii Workspace™, Withum Experience Powered By Avii.

Avii developed specifically for the firm’s purposes to provide their team members and clients with access to a significantly improved and automated engagement workspace and client portal.

The Avii Workspace includes:

  • Newsfeed: A new and constant Withum news site that delivers thought leadership articles based on industry, topics and niche.
  • Increased Clarity: The Withum Experience integrates in-context discussions with document request lists to increase clarity while maintaining security
  • Outlook Calendar: Adds the ability to update and review calendar items through the Withum Experience.
  • Box Integration and Bi-directional Syncing: When a client uploads documents, whether through Box or the Withum Experience, the permissions, rules and best practices will inherit the native Box settings.
  • Significant Time Savings: Client and team members easily discuss documents, tasks and other questions with the Avii Workspace. Because the discussions occur within a centralized location, it’s easy to keep track of conversations around sensitive information.
Most recently, the creation of Avii’s integration with Box in October 2018, was jointly premiered by Avii and this company during the BoxWorks 2019 event in San Francisco.

“Withum Experience, Powered by Avii, allows all interactions by the company’s team members and clients to occur within a single portal ensuring all engagement related discussions and documents are secured in one place. This saves times and reduces frustration related to tracking items and questions,” said Gita Sehgal, Consultant for Withum.

In all, the partnership between Avii and Withum has resulted in a solution that has made Avii Workspace™ capabilities available as an alternative for an entire 1,200 network of team members and clients, resulting in increased transparency, real-time status and big data insights for these employees and their customers alike.

Clients have loved the increasingly stronger support they receive from the Avii Workspace™ development as well.


Avii Solutions

  • Document Exchange with Box integration
  • Avii Workspace
  • Client Portal
  • Projects, Tasks & Workflows

Getting Started

The Withum Experience Powered By Avii is one of the most significant outcomes of Withum’s Innovation Council. Their Innovation Council played an integral part in uncovering their firm’s needs, defining how accounting automation and communications could help, and selecting Avii Workspace™ as the accounting platform to unite their teams and their clients.

Despite the increasing challenges of our economy and the digital ecosystem we work within, these new levels of technology are contributing to greater client satisfaction.
Gita Sehgal
Consultant for Withum
CLIENT STORY