Provide a compliant client experience

AI Innoventure enables accountants and tax specialists to provide clients with a secure, digital service experience. With AI Innoventure’s One Stop Client Interaction Hub, you can automate routine tasks, streamline your business workflows, centralize client interactions, expedite paperwork-heavy workflows, and manage staff to deliver responsiveness — with an auditable ePaper trail.

One Stop for your clients,
One Stop for your organization.

Modernize your client service experience, streamline business processes, and manage your firm.

  • Client, Business, and Management Portals
  • Configurable workflows
  • Integrated interaction
  • Personalized, white-label experience
  • Dedicated client workspaces
  • Bank-grade security

Enhance your client experience

Provide an interactive service experience, in your client's pocket. Make it convenient for your clients to do business with you.

Streamline your business process

Automate your accounting processes and document workflows. Set up triggers, configure tasks, and manage your client processes.

Powerful interactive capabilities

Engage clients in digital workspaces with secure messaging, virtual data rooms, document collaboration, digital signatures, video meetings, screen sharing and more.

Accelerate accounting
processes including

  • Tax preparation
  • Purchasing
  • Sales Accounting
  • Payroll Review
  • Reconciliations
  • Inventory Management
  • Procurement
  • Lines of credit
  • Fixed Expenses
  • LLC Formation
  • Statement Preparation
  • Statement of accounts
  • Ledger review
  • Bookkeeping
  • Audit Preparation
  • Power of Attorney
  • Franchise Assessment
  • Forecast Planning
  • Payable Accounts
  • Practice continuation
  • Business Forecasting