Skip to content Powered by Microsoft, edison365 is a purpose-built project management software for accounting firms, helping teams manage complex, deadline-driven client work consistently and seamlessly.
Since edison365 is built on Microsoft 365, it feels familiar from day one. It fits naturally into how accounting teams already work, without disrupting or altering their existing tools or processes.
With seamless single sign-on (SSO), Power BI reporting, and strong governance, firms gain visibility and control while keeping the experience simple and easy to adopt.
Accounting teams prefer edison365 because it helps them move from disconnected processes to a more consistent, scalable way of working.
Be it monthly accounting, tax preparation, bookkeeping, audit management, edison365 helps you create robust, repeatable workflows that eliminate inconsistencies and make delivery seamless and scalable.
edison365’s structured tasks, milestone tracking, and real-time dashboards ensure clear ownership and enhance visibility, helping teams stay on top of client work and deliver on time.
Automate audit approvals through standardized stages for review, approval, and sign-off. From preparer to manager to partner, eliminating the need to chase approvers with emails or follow-ups.
Track what’s active, overdue, at risk, or waiting for review across the firm. edison365 gives leadership better visibility into operational health without chasing for updates from multiple teams.
See where work is concentrated, who can take on more tasks, and which teams are on the brink of overload. Distribute work more effectively and reduce delivery bottlenecks during peak audit seasons.
As your client base grows, edison365 helps you maintain consistency across workflows, approvals, reporting, and service delivery. Instead of adding more spreadsheets and more manual coordination, you create a system that supports sustainable growth.
Seeing edison365 streamline and optimize your accounting processes won’t cost you a thing. Try it today.
See the key differences and advantages in choosing edison365 over other project management platforms.
What edison365 offers What other From insightful dashboards and comprehensive reporting, to configurable tax workflows and standardized review processes, edison365 gives accounting teams more structure, visibility, and control.
Drag‑and‑drop Workflows
to structure processes
Create custom, structured workflows, standardizing processes while keeping the flexibility to tailor workflows for every service.
Personal Dashboard to see what’s on the cards
Get a clear view of tasks, deadlines, overdue items, and pending approvals in one place, helping teams focus on what matters.
Gantt Charts to visualize timelines
Track deadlines, dependencies, and key milestones across accounting services, spotting risks early, and sticking to the schedule.
Reporting Dashboards to keep an eye on delivery
Monitor what’s in progress, pending approvals, and or creating bottlenecks in real time, ensuring visibility and eliminating manual updates.
Resource Management to balance workloads
Find the right balance in workloads, with a clear view of capacity, overload, and work distribution, keeping things moving during peak tax season.
Streamline Approvals from review to sign-off
Route work from preparer to manager to partner seamlessly with configurable approval stages, ensuring visibility into pending reviews and delays.
Document Management to keep everything connected
Keep client documents connected with structured workflows, approvals, and secure storage across your Microsoft environment.
Many accounting teams also use edison365 for idea management, leveraging the end-to-end capabilities it offers to support innovation alongside delivery.
It makes it easier to share, collate, and evaluate ideas, and then turn them into projects without having to juggle multiple tools.
“Our people are passionate about ideas, and their dedication to making them a success is incredibly energising. edison365 has provided a platform to share, and is essential to turning the good ideas into great ones”.
“The leaderboard has been popular. You don’t just raise something, and it disappears. People can track changes and see the progress of ideas.”
Project management software for accounting firms helps teams plan, assign, track, and report on client work such as tax returns, audits, bookkeeping, month-end close, and advisory projects. It gives accountants a more structured way to manage deadlines, streamline approvals, tailor workflow automation, and ensure workload visibility across teams.
Most project management tools focus on task lists or boards. edison365 goes further, helping accounting firms build structured workflows, streamlining reviews and approvals, tracking milestones, optimizing resource management, and reporting on project progress across the firm. It’s designed for more complex, deadline-driven processes where visibility and governance matter.
Yes! Built on Microsoft’s enterprise-grade cloud platform, edison365 offers a secure foundation for managing sensitive financial/client data. edison365 runs within your own Microsoft 365 tenant, keeping your data securely within your existing environment, not a separate third-party system. Moreover, robust role-based access controls ensure only the right people can access specific data, and audit trails provide a clear record of activity and changes.
See why global accounting teams choose edison365 to streamline their accounting practice and deliver with ease.
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