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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Auditi is a streamlined platform designed to enhance your workflow by integrating communication, collaboration, and secure file sharing into one cohesive system. Professionals such as auditors and accountants often find themselves needing to gather extensive information from clients before they can properly start their projects. Unfortunately, this process is often disorganized, relying on a hodgepodge of different tools and spreadsheets. As employees take time off, communication can slow to a crawl, resulting in countless hours wasted in pursuit of necessary documents instead of focusing on meaningful tasks. Often, crucial information is overlooked until it's too late, and sensitive files are exchanged using unsecure methods, leading to significant risks. Additionally, clients are left in the dark, having a frustrating experience even before the actual work begins. Auditi eliminates this chaotic and convoluted procedure, offering a streamlined workflow that conserves both time and financial resources. By centralizing all aspects of communication, collaboration, and file sharing, your firm can operate more efficiently and effectively on a single platform. This transformation not only enhances productivity but also significantly improves the overall client experience.

Description

Our comprehensive solution integrates automated task management with client communication, enabling accounting firms to enhance their client relationships while streamlining workflows for faster completion of tasks. Say goodbye to delays caused by clients' lack of responses, as our web and mobile applications transform communication and declutter your email inbox. Forget about managing a complicated tech stack; embrace Client Hub as the ultimate platform for workflow management, client interaction, a client portal, file sharing, and much more. You can easily set tasks to recur, initiate Client Tasks automatically, and receive notifications for overdue items. A standout feature is our ability to generate Client Tasks from uncategorized transactions in QuickBooks automatically. Tailored specifically for cloud accounting and bookkeeping professionals, our platform is dedicated to offering features that facilitate a seamless workflow tailored to your requirements. Share files effortlessly through mobile or drag-and-drop options, and maintain organization with client-facing and internal folders for each client, ensuring a structured approach to your operations. By choosing our solution, firms can look forward to an improved efficiency that ultimately benefits both their operations and their client satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Anchor No 

Integrations

Anchor Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$32 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Auditi

Country

United States

Website

www.auditi.com

Vendor Details

Company Name

Client Hub

Founded

2017

Country

United States

Website

clienthub.app

Product Features

Audit

Alerts / Notifications No 
Audit Planning No 
Compliance Management No 
Dashboard No 
Exceptions Management No 
Forms Management No 
Issue Management No 
Mobile Access No 
Multi-Year Planning No 
Risk Assessment No 
Workflow Management No 

Product Features

Digital Workplace

Activity / News Feed Yes 
Calendar Management No 
Chat / Messaging Yes 
Content Management Yes 
Document Management Yes 
Employee Directory No 
File Sharing Yes 
Knowledge Management No 
Surveys & Feedback No 
Task Management Yes 

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