Firm Dashboard
See the bottleneck before it costs you the deadline.
One live view of capacity, work in progress, turnaround, revenue per client, outstanding documents and utilization. Built from the tools you already use.
Workload by preparer
The problem
You find out when the deadline is already missed.
Two preparers have 90 files each. One has 30. Nobody can see it.
Turnaround doubled since February. It shows up as overtime.
The client who pays least takes the most hours. Nobody has the number.
Three files missed the deadline. Their documents were never flagged.
What's included
What you get.
- Capacity and WIP by preparer
- Turnaround by return type and stage
- Revenue and hours per client
- Outstanding documents by client and preparer
- Utilization by week
- Deadline risk flags for T1, T2 and bookkeeping
- Daily refresh from your tools
- Weekly partner summary by email
How it works
Step by step, inside your tools.
- 01
We connect your tools
Practice management, time, bookkeeping, documents. Nothing re-keyed.
- 02
Data is joined
Clients, jobs and staff matched across tools so the numbers agree.
- 03
Views are built
Capacity, WIP, turnaround, revenue per client, outstanding documents.
- 04
Risks are flagged
Files near a deadline without complete documents light up.
- 05
It stays current
Refreshed daily. Summary to partners weekly.
Works alongside the tools you already use
- QuickBooks Online
- Xero
- TaxDome
- Karbon
- Dext
- Microsoft 365
- Google Workspace
What this could look like
Illustrative only. A 12-person firm could see workload and at-risk files in one view instead of building spreadsheets every week. Your numbers depend on your tools.
- Weekly reporting spreadsheets
- None
- Time to see who's overloaded
- Seconds
- At-risk files spotted
- Before the deadline
FAQ
Firm Dashboard questions
Ready to set up the Firm Dashboard?
Thirty minutes. We'll show you how it fits your tools.
Book a free workflow audit30 minutes. No pressure, no obligation.