A Texas-based tax and accounting firm was struggling to scale due to the high cost of onshore hiring, capacity limits during peak season, and slow turnaround times putting pressure on senior staff.
A Las Vegas accounting and advisory firm specializing in tax and bookkeeping was facing rapidly growing client demand without the team capacity to keep up.
A Manhattan accounting firm specializing in bookkeeping, payroll, and CFO-level services was struggling with high overhead costs, capacity gaps during peak periods, and no clear visibility into team productivity.
The objective is to extend some Account Edge Desktop functionality into a browser-based environment for remote users or employees who would not want an entire accounting application (i. e. AED) installed on their computer. This brought better alignment between business goals and execution.
Acclivity Group LLC's Account Edge is a top-tier accounting software designed to provide an intuitive and efficient solution for small businesses across the globe. Designed to scale, the outcome supported broader goals. The improvements streamlined user interactions. The new flow led to faster, simpler decision-making.
