Client onboarding creates governed context
The practice relationship, client organization and engagement scope establish where later evidence and work belong.
CLIENT → EVIDENCE → WORK → REVIEW → DELIVER → BILL
Avantiqo connects client onboarding, engagements, documents, bookkeeping, reconciliation, tax, close, review, billing and delivery while keeping every client organization separately scoped and governed.
The practice relationship, client organization and engagement scope establish where later evidence and work belong.
Uploads, statements, invoices and supporting files can remain attached to the correct client and workflow instead of living in shared folders.
Explore document extraction →Transactions, bank evidence and accounting records can remain connected so review does not depend on manually reconstructed files.
Explore reconciliation →VAT, statutory tasks, period close and unresolved exceptions can stay tied to the client period and responsible workflow.
Explore Tax & VAT →Reviewer findings, corrections and supporting evidence can remain connected to the exact client and accounting period.
Practice invoices and receivables can connect back to the client relationship and delivered engagement work.
Explore invoicing →Controlled portals and document delivery can give clients access to supported outputs without granting access to other clients or internal staff systems.
Practice staff can ask questions across authorized client organizations while organization scope remains part of the evidence and execution boundary.
Explore Business Partner →