Turn Chaotic Client Work Into Predictable, High-Margin Profit
Stop juggling 5 disjointed tools while scope creep silently bleeds your margins. TaskEdge delivers white-label client portals, 19-section AI proposals, milestone deliverable approvals, and instant invoicing in one calm, flat-priced tab.
Up to 6 users free forever • No credit card required
Bespoke client portal with milestone signoffs, live deliverables & escrow security
The Three Hidden Margin Killers in Creative & Dev Agencies
Most agencies don't fail from lack of talent. They bleed out from administrative friction, scope creep, and delayed client payments.
Unbilled Revisions
"Can you just change this one little thing?" turns into 25 hours of free work because tasks were never formally mapped to milestone budgets.
The Status Update Trap
Spending your entire Friday afternoon compiling screenshots and emails just to reassure clients that your team is actually working.
The 45-Day Invoice Gap
Work was shipped 3 weeks ago, but invoices weren't sent because copying timesheet hours into accounting software was delayed.
The Complete Agency Lifecycle: From Brief to Deposited Cash
19-Section AI Proposals & Pitch Decks
Input your discovery notes into AI Proposal Chat. TaskEdge automatically generates comprehensive SOWs with your branding, timeline, risk mitigations, and cost matrices. Export matching PPTX slide decks in minutes.
White-Label VIP Client Portal
Give each client a private portal with your logo, colors, and dedicated slug (youragency.taskedge.io). Clients track milestones in real-time without seeing internal messy notes.
Predictive AI Risk Radar
TaskEdge calculates completion velocity and contractor overrun ratios, alerting you to potential bottlenecks 5 days before deadlines break. Reallocate team capacity before the client ever notices.
1-Click Approvals & Instant Cash
Clients approve deliverables inside their portal with one click. Escrow funds are released immediately, or tax-compliant invoices (GST/VAT/US Sales Tax) are generated automatically via conversational AI.
What a 10-Person Agency Pays: TaskEdge vs Per-Seat Tools
Flat pricing vs per-seat taxes, monthly list prices, team of 10. Full methodology and sources: TaskEdge pricing comparison methodology.
| Tool | Price | 10 users/month | Per year |
|---|---|---|---|
| TaskEdge Pro (flat) | $12/team | $12 | $144 |
| ClickUp Business | $12/user | $120 | $1,440 |
| Asana Business | $24.99/user | $249.90 | $2,998.80 |
| Monday.com Standard | $9/user (min 3 seats) | $90 | $1,080 |
And TaskEdge Pro includes native AI planning, invoicing, proposals, OKRs, and a white-label client portal — items competitors sell as add-ons or separate products.
TaskEdge for Agencies — FAQ
What does TaskEdge cost for a 10-person agency compared to ClickUp or Asana?
TaskEdge Pro is $12/month flat for up to 10 users. A 10-person team on ClickUp Business ($12/user) pays about $120/month, and on Asana Business ($24.99/user) about $250/month — so the same team saves roughly $1,296 to $2,854 per year. Full math and sources are published on our pricing methodology page.
Can clients approve milestones without a TaskEdge account or login?
Yes. Each client receives access to a white-labeled portal with your agency's branding, where they can review progress, approve milestones and deliverables, and start payments — without ever seeing your internal task list. Learn more in the client portal guide.
Does TaskEdge replace our invoicing tool like QuickBooks or Zoho Invoice?
For most small agencies, yes. Conversational invoicing generates tax-compliant invoices (GST, VAT, US sales tax) with payments via Razorpay, PayPal, UPI, and bank transfer, plus expense tracking and revenue analytics — tied directly to the milestones your team actually delivered.
How does milestone escrow work for agency clients?
On marketplace-style engagements, clients can fund milestones into escrow. When your team marks a deliverable complete and the client approves it in the portal, escrow funds are released immediately — no 45-day invoice chase.
Can clients see our internal task board?
No. The client portal only exposes project progress, deliverables, invoices, and approvals. Internal notes, time entries, capacity data, and your team's task queues stay private.
How does TaskEdge help agencies prevent scope creep?
TaskEdge locks project deliverables into formal, numbered milestones. Clients review and sign off on deliverables inside their branded portal before subsequent phases begin — so "just one small change" becomes a billed, approved milestone instead of free work.
"TaskEdge transformed our studio from surviving chaotic deadline scrambles into a polished machine. Our clients constantly compliment our portal, and we collected $18,400 in milestone invoices without sending a single reminder."
Reclaim Your Agency's Sanity & Profit Margins
Experience what happens when proposals, task execution, client approvals, and cash flow live in one unified workspace.
Claim Your Free Agency Workspace →Up to 6 users free forever • Flat $12/mo for 10 users