Onvio Firm Management vs. Auditi

Onvio Firm Management is a comprehensive cloud-native solution that helps tax and accounting professionals collect, share, and store documents, track time and billing, save time with trial balance tools, manage projects, and stay synchronized with colleagues and clients, on a single, universally accessible integrated platform. An intuitive interface provides users with a consistent and familiar experience with clients using multi-factor authentication and other security protocols. Plus, all data is encrypted whether in transit or stored.

Auditi: The Client Engagement Platform for Audit Firms Auditi brings PBC (Provided by Client) request management, audit confirmations and project management into one workspace, helping audit teams and their clients keep work organized and moving. Chasing missing documents, searching email threads and updating spreadsheets takes time away from the audit. Clients face the same confusion: requests arrive in different places, priorities are unclear and they may be asked for information they have already provided.