Firm Intelligence
See deadlines, workload, returns in progress, outstanding documents, and bottlenecks — before they become problems.
Running a tax practice well means knowing where things stand, not just for one client, but across the whole season. TPP surfaces firm-wide visibility — active clients, returns by status, staff workload, and what's actually blocking progress — from real, current data.
Archer & Ellis Tax Advisors
Active Clients
148
Returns Ready
31
Outstanding Balance
$4,850
Unread Messages
6
Returns by status
How it works
See a real-time summary of active work across every client and every staff member.
Click "Returns in Progress" to see exactly which returns, and who's assigned.
See where documents are outstanding or workload is concentrated before it delays a filing.
Jump straight into the task, appointment, or client record behind any number.
Key capabilities
A real tax-practice scenario
Imagine it's three weeks before a major deadline and you want to know if your firm is on track.
Your dashboard shows returns by status at a glance — how many are ready to file versus still waiting on documents — so you can redirect staff attention before the deadline, not after it's missed.
Before TPP
After TPP
How TPP brings it together
= One connected tax practice.
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30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.