Data-driven insights for
your practice.
Track returns filed, refunds processed, revenue, and processing time — all visualized in monthly charts with exportable reports. Make smarter decisions with real data.
KEY METRICS
Everything you need to measure
From high-level KPIs to granular team productivity stats, complete visibility into practice performance.
Performance KPIs
Track returns filed, processing time, rejection rates, and client satisfaction with year-over-year comparisons.
- Returns filed by period with year-over-year comparison
- Average processing time from intake to filing
- Rejection rate tracking and root cause analysis
- Client satisfaction scores and NPS
Revenue Intelligence
Revenue by service type, client segment, or preparer with forecasting and AR aging.
- Revenue by service type, client segment, or preparer
- Fee realization rates and write-off tracking
- Seasonal revenue forecasting with historical trends
- Accounts receivable aging dashboard
Team Productivity
Per-preparer metrics with efficiency scoring, workload heat maps, and capacity planning.
- Returns per preparer with efficiency scoring
- Review turnaround time by reviewer
- Workload distribution heat maps
- Utilization rates and capacity planning
Exportable Reports
One-click export to CSV or PDF with scheduled email delivery and custom filters.
- One-click export to CSV or formatted PDF
- Scheduled reports delivered via email
- Custom date ranges and filter combinations
- Board-ready presentation templates
USE CASES
Analytics for every need
From firm-wide reviews to individual productivity tracking — insights that drive better decisions.
Firm Performance Review
Monthly and quarterly reviews with partner-level dashboards showing firm-wide KPIs and trends.
Client Portfolio Analysis
Understand your client mix — revenue per client, return complexity, and retention rates.
Seasonal Planning
Use historical data to forecast staffing needs, revenue peaks, and capacity constraints.
Team Productivity
Identify top performers, bottlenecks, and training opportunities with per-preparer metrics.
Revenue Forecasting
Project future revenue based on pipeline, historical patterns, and client growth trends.
Compliance Reporting
Track filing accuracy, rejection rates, and compliance metrics for quality assurance.
COMPARISON
Traditional vs AI-Powered Analytics
Frequently asked questions
See your practice clearly
Replace guesswork with data. Get real-time insights into every aspect of your tax practice.