Streamline your practice, automate compliance, and manage client relationships with the platform built specifically for modern accounting practices.
Edgevance is the business management platform that helps accounting practices digitalize their operations and harness the power of AI. By centralizing all your client data, compliance records, and business intelligence in one unified platform, you can leverage AI-driven insights to work smarter, automate routine tasks, and unlock hidden value in your data.
We combine client relationship management, compliance automation, and deadline tracking into one intuitive platform.
Stop piecing together multiple tools and spreadsheets. Edgevance gives you everything you need to run your practice efficiently, professionally, and compliantly.
Centralize all your client information in one secure location. Track company details, contact information, service agreements, and client history. Never lose track of important client data again.
Streamline AML compliance with digital forms and automated workflows. Generate, complete, and store Anti-Money Laundering documentation with full audit trails. Stay compliant without the paperwork burden.
Never miss a filing deadline or client commitment again. Set up deadline reminders, track progress, and get automated alerts. View all upcoming deadlines across your entire practice in one dashboard.
Document every client interaction—calls, emails, meetings, and notes. Build a complete history of your client relationships. Perfect for handoffs, annual reviews, and maintaining service quality.
Track invoices, payment status, and outstanding balances. Monitor your practice's financial health with clear visibility into receivables and client payment histories.
Join forward-thinking accounting practices that are already using Edgevance to streamline their operations and deliver better client service.
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