AI-Driven Efficiency: Advisor 8 Apps Ecosystem Empowers Business Excellence

Advisor 8 platform / Ecosystem simplifies tracking client work, team collaboration, and deadlines. Boost profitability, secure clients, and enhance operational efficiency effortlessly.

Absolutely. Invoice, client, and service item info seamlessly sync between Advisor 8 and QuickBooks Online, eliminating redundant data entry and saving time. Enjoy enhanced efficiency and more.

With the Advisor 8 platform, you can effortlessly send clients automated data requests, and it ensures follow-ups until completion, sparing you the chase. Focus on work and growth as it tightly integrates with QuickBooks, the source of truth that reflects data changes in our system.

Advisor 8 Support:

Advisor 8 Support: Within the Advisor 8 framework, you can submit issues, feedback, request new features, new apps, and vote for features you want to see. If we can't resolve your matter via chat, we will schedule a call or video meeting for swift resolution. Advisor 8 platform thrives on community collaboration. The Advisor 8 team also abides by this process, with the community determining features and apps through voting. This serves as an automated, centralized support and feedback system where your contribution is highly valued.

Benefits

1. Cultivate a more collaborative ethos within Advisor 8
2. Surface exceptional ideas
3. Make progress transparent for all stakeholders
4. Drive growth by creating products you truly need
5. Save time by organizing feedback centrally
6. Encourage collective knowledge sharing
7. Developers are driven by shared goals
8. The most popular suggestions rise to the forefront

'Crafted for SMBs: Your Vision, Our Innovation' - Welcome to a cloud-based platform exclusively designed for SMBs. With a single sign-in, access a versatile ecosystem of apps that align with your business functions. The Advisor 8 ecosystem offers feature-rich apps tailored for SMBs' growth. Feel free to submit app ideas or enhancements via our support app to influence our offerings.

You and your team handle sensitive client information every day, including financial, personal, payment data, and more. A8 provides

1. Multi-factor authentication
2. Inactivity time-out
3. Encrypted third-party access
4. Access restriction by role or engagement
5. SSL AES 256-bit encryption
6. SSAE16 Type II SOC1, SOC2 compliant Microsoft Azure data centers

Two-factor authentication

A8 offers all users the option to use two-factor authentication to protect their account. Administrators have the option to enable organization wide two-factor authentication for all team members.

Session inactivity and timeout

Every A8 account is protected by session inactivity and timeout protocols. If you’ve been inactive for too long, we’ll log you out automatically to protect your data.

Encryption for the modern business

All documents that are uploaded into A8 are always secured with AES-256 bit encryption.

Rigorous third-party testing

To ensure the highest levels of security, we perform vulnerability and penetration security tests on a regular basis.

Password requirements

A8 has strict password requirements to ensure every login is as secure as possible.

SOC2

Developed by the American Institute of CPAs (AICPA), SOC 2 defines criteria for managing customer data based on five “trust service principles” - security, availability, processing integrity, confidentiality and privacy.

GDPR

The General Data Protection Regulation (GDPR) is a legal framework that sets guidelines for the collection and processing of personal information from individuals who live in the European Union (EU). A8 is currently compliant with GDPR guidelines.

Our pricing structure remains unaffected by feature releases, and we have no immediate plans for alterations. Our objective is to expand our app portfolio while maintaining optimal pricing, ensuring a low TCO and high ROI for your benefit.