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Streamline your practice with advanced analytics

Gain valuable insights into your firm’s performance with AI-driven search features, customizable reports, and data visualization.

Streamline your practice with advanced analytics

Monitor your firm’s performance

Analytics and insights to elevate efficiency and profitability

Identify where you can streamline workflows and what needs your attention with advanced analytics.

Track your firm’s performance

Uncover key insights into your team’s output: utilize comprehensive reports on invoices, time entries, jobs, tasks, and pipelines to maximize efficiency.

Build customizable reports or use pre-built options

Leverage fully customizable analytics: filter data for reports by services, tags, employees, or customers. Use our ready-made reports to gain instant insights — no customization required.

Ask our AI-powered search for guidance

Not sure where to find the data you need? Start a conversation! Our AI-driven search will help you find the insights you’re looking for.

Transform data into visual knowledge

Get eyes on it! TaxDome has dozens of graphs, charts, pivot tables, and other tools to turn raw data into easy-to-digest information.

Easily export and share reports

Sharing is caring! Export your TaxDome reports and share them with third parties through print or display. We support CSV, XLS, PDF, and other formats.

Track your firm’s performance
Build customizable reports or use pre-built options
Ask our AI-powered search for guidance
Transform data into visual knowledge
Easily export and share reports

Advanced reporting powered by AI

Discover AI-powered reporting in TaxDome

Learn how AI-powered search, advanced reporting features, and data visualization can help you streamline the performance of your practice.

Streamline your practice with advanced analytics and boost operational efficiency


Manage cash flows
Manage cash flows

Manage cash flows

Gain real-time insights into your firm’s cash flows and effortlessly oversee incoming and outgoing funds

Track receivables
Track receivables

Track receivables

Easily track outstanding invoices and monitor payment statuses to ensure timely collection of payments from clients

Analyze client profitability
Analyze client profitability

Analyze client profitability

Identify high-value clients and allocate resources effectively to maximize profitability and client satisfaction

Plan workloads
Plan workloads

Plan workloads

Identify peak periods and potential bottlenecks to redistribute tasks and maximize productivity across your team

Analyze staff performance
Analyze staff performance

Analyze staff performance

Leverage easy-to-access metrics to gain visibility into individual and team performance, and help your team reach peak productivity

Track and monitor billable time
Track and monitor billable time

Track and monitor billable time

Capture billable hours, monitor project timelines and deadlines, and ensure projects stay on schedule

What users say about TaxDome

Candice Bruning

I love your tool! It’s really great. I was like: “Oh, I wish Power BI would do that.

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12h

9

Kristin Gravitt

TaxDome has saved our firm. There is no way we would have survived tax season without it.

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10h

7

Are Berg Hjelle

We are happy we can create our own white-labeled, personal customer portal with TaxDome. Customers can chat with us via mobile, or a laptop, anytime.

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8h

5