Partners
Confidence in every return
A clear view of each client’s finances, with every number traced to its source, so you can sign off knowing the work holds up.
Software that brings clarity to complex client finances
For CPA firms that serve high-net-worth clients
One clear view of every client’s finances
Complex clients hold money across many institutions. We bring it into one place that your team can review with confidence.
See each client's full picture in one place: every account, its balance and its status, ready for your team to review.
Clear for partners, easier for tax teams
Whatever your role, complex client work gets clearer.
Tax managers
Review without the guesswork
See what’s ready and what needs attention at a glance. Anything uncertain is flagged, so review time goes where it matters.
Preparers
Less untangling, more doing
Account data in one place, not scattered across statements and spreadsheets, so the detailed work moves faster.
Built with CPA firms, one conversation at a time
We’re working with a small group of firms to shape Verge Int around real work.
A short conversation
A 10-minute call about how your firm handles its most complex clients. No pitch, no preparation needed.
Shaped by your work
What we’re building next
- Source shown on every numberBuilding
- Review checklistPlanned
- Multi-broker importPlanned
What we hear guides what we build. Partner firms see early versions and tell us what’s missing.
Early access
Partner firms use Verge Int first, before public launch, with a founding price.