Welcome to Aptvise
The Operating System for Professional Services Firms
Stop managing your firm with outdated tools built for other industries. Aptvise is built specifically for accounting, corporate services, and legal firms—with AI at the core to make your team and clients more efficient.
Professional services firms face a perfect storm of challenges. These aren't minor inconveniences—they're holding your firm back from growing and scaling efficiently.
The Challenge
Why Aptvise Exists
We understand your frustrations because our founders lived them for decades.
Clients Expect Modern Experiences
Your clients expect a seamless digital experience, but you're delivering through outdated workflows that frustrate everyone involved.
Tools Are Too Expensive
You're spending too much on tools that require expensive customization, come with poor support, and still don't fit your needs.
Talent Challenges
You can't find or keep great talent because your team is drowning in manual, repetitive work that could be automated.
Revenue Leakage
You're leaving money on the table with billing inefficiencies, missed upsell opportunities, and revenue that slips through the cracks.
Software Doesn't Understand
Existing software was designed for someone else's workflow, not yours. It doesn't understand professional services.
Growth Constraints
Scaling your firm requires proportional hiring because your current tools can't help you do more with less.
Aptvise is a comprehensive platform purpose-built for professional services firms. We've spent years listening to accounting, corporate services, and legal firms to understand exactly what you need—and we've built it from the ground up with AI embedded throughout, not bolted on as an afterthought.
The Solution
Four Ways Aptvise Transforms Your Firm
Purpose-built capabilities that address your most pressing challenges.
Streamline Client Relationships
Client Management & CRM + Client Portal — Centralized management of every client interaction, engagement, and deliverable. Give clients a modern online portal where they can access documents, track progress, and communicate seamlessly—without overwhelming your team. Result: Better client experience + reduced support burden.
Eliminate Manual Work
Workflow Automation + AI-Powered Intelligence — AI chatbots that guide clients through providing information. AI assistants that automate data entry, scheduling, and invoice preparation. Let your team focus on high-value work instead of repetitive tasks. Result: Your team does more meaningful work + happier staff.
Grow Without Growing Headcount
Resource Planning + Project Management + Analytics — See exactly how your team is utilized. Plan projects and allocate resources intelligently. Get real-time visibility into profitability and bottlenecks. Scale your firm's capacity without proportional hiring. Result: Better margins + faster growth.
Maximize Revenue
Time & Billing + Financial Management + Integrations — Automated time tracking and billing that eliminates revenue leakage. Revenue recognition that matches your business model. Integrations with your accounting systems so data flows seamlessly. Result: More revenue captured + better financial visibility.
Comprehensive Platform
Everything You Need to Succeed
A complete suite of tools designed specifically for modern professional service firms.
Client Management & CRM
Relationship management designed for professional services.
Project & Engagement Management
Plan, track, and deliver projects efficiently.
Time & Billing
Automated tracking and invoice generation.
Financial Management
Revenue recognition and accounting integrations.
Resource Planning
Capacity planning and staff utilization.
Document Management
Secure file storage and collaboration.
Workflow Automation
Automate repetitive processes end-to-end.
Analytics & Reporting
Business intelligence dashboards.
Client Portal
Modern online experience for your clients.
Integrations
Connect with your existing accounting software.
Intelligent Customer Support
AI chatbots that gather information and answer questions.
Employee Workflow Automation
AI assistants that automate data entry, scheduling, and prep work.
Why We're Different
Built By and For Professional Services Firms
This isn't generic software with a professional services module. This is software designed from the ground up for your business.
Founded by Industry Veterans
Our founders worked in audit, assurance, and corporate services for decades. They experienced the exact frustrations your firm faces today—expensive software, poor customization, bad support, and solutions designed for other industries.
Backed by Domain Experts
Backed by Paul Wan & Co, a Morison Global firm with 40+ years of experience. Our domain expert partners (including ATHR Corporate Services and Corpxervices) are actively shaping our roadmap.
Product-First Engineering
We're a technology company first. Every feature, every decision, every line of code is driven by one question: Does this make our users' work better? We're not focused on quick sales—we're focused on building something so good that firms will want to use it and recommend it.
AI From Day One
We're not adding AI to an old platform. AI is embedded throughout Aptvise, making both your team and your clients more efficient from day one.
Who We Serve
Purpose-Built for Professional Services
Aptvise is designed specifically for the firms that need modern tools to compete.
Accounting Firms
Outsourced accounting, financial consulting and analysis, management accountancy—Aptvise handles the operational backbone so you can focus on client relationships and strategic work.
Corporate Services Firms
Corporate secretarial, financial advisory, outsourced accounting and payroll, immigration and visa services—manage complex engagements with efficiency and confidence.
The Aptvise Difference: Real Impact
Transform your firm, empower your team, and delight your clients.
Timeline
We're Launching Soon
Aptvise is in active development with a target MVP launch in Q2 2026. We're working with leading accounting and corporate services firms to test and refine the platform based on real-world usage.
MVP Launch
Bring Aptvise to market with a comprehensive platform tested and refined with domain experts.
Scale & Adoption
Reach 50+ professional services firms using Aptvise to transform how they operate.
Expand Capabilities
Add features and integrations based on user feedback and emerging needs.
Global Expansion
Bring Aptvise to English-speaking developed markets (US, UK, Australia) where high wages and staffing challenges make our solution particularly valuable.
Legal Market Entry
Extend Aptvise to legal practices, completing our mission to serve all major professional services sectors.
The Operating System
Become the operating system for professional services firms globally.
Join the Future of Professional Services
We're building Aptvise with real firms like yours. Early access members will: Shape the product with feedback that directly influences what we build. Get preferred pricing with first-year discounts for early adopters. Partner with us and become part of our success story. Access beta features and try new capabilities before general release.
Frequently Asked Questions
Everything you need to know about Aptvise and our early access program.
Ready to Transform How Your Firm Operates?
Join leading professional services firms shaping the future of our industry.