New: Activity feed and Team capacity — track all activity across your firm and maximize team performance

Tax season is almost here and we’re all hands on deck to ensure your firm has all the tools it needs to thrive. That’s why we’re thrilled to bring you Activity feed and Team capacity — two new features that work hand-in-hand to boost your management oversight and operational efficiency.

But before we explore the advantages of these new product releases, have you read our new industry report? Right in time for the busy season, our report is your chance to get into the minds of your clients to discover what they really think and expect from you. 

Activity feed: view and track every action, across all client accounts

Gain complete visibility of everything happening within your firm. Our new Activity feed feature centralizes all account activity in one place with complete oversight, enhancing transparency, accountability, and firm-wide security.

• Improve risk management and compliance: quickly identify and address any issues with the Activity feed’s comprehensive history of all employee and client actions
• Track updates effortlessly: view all account updates, who made them and when, and easily drill down with filter operators for account, date, item, and more
• Gain valuable insights into your staff and clients: monitor staff performance and client interactions — then leverage those behavioral insights to locate areas of improvement and strengthen client relationships

Team capacity: plan hours effectively and maximize team performance

Team efficiency starts with smarter workload distribution. With our new Team capacity feature, you can set weekly working hours for staff and monitor their capacity with precise reporting, ensuring effective planning and optimal team performance.

• Balance workloads and boost team efficiency: prevent overloading or underutilizing staff by setting weekly working hours (individually and in bulk), and allocating work according to capacity
• Analyze performance and profitability: compare planned capacity with actual hours worked in real time, and analyze weekly, monthly, and quarterly reports for deeper insights into productivity and profitability 
• Plan effectively and with full confidence: with a high-level view of your team’s capacity, make informed, data-supported decisions about taking on additional clients or hiring more staff

The combined power of Activity feed and Team capacity — a change-maker for your firm’s efficiency

Together, Activity feed and Team capacity give you complete visibility and control over your firm’s operations. Track every action and account update in real time while analyzing staff capacity and efficiency to ensure balanced workloads and optimal staff performance. 

By harnessing the data-driven insights that both these tools offer your firm, you’ll also enhance team management, increase staff productivity, and improve overall service quality — all while fostering greater transparency, accountability, and client satisfaction. 

Are you ready for tax season? TaxDome is here to make it easier

With Activity feed and Team capacity, you’ll not only meet deadlines with ease but exceed client expectations. We’re thrilled to release these features just in time for tax season, but we’re even more excited for you to put these powerful tools to work to make this tax season your easiest, smartest, and most efficient one yet.

We’re here to support your firm every step of the way. 

• Download our new industry report for valuable insights into your clients that will help you stay one step ahead of their needs and expectations. 
• Check out the series of quality-of-life updates we’ve been rolling out to improve your firm’s efficiency and make this busy period as productive as possible.
• Watch our most recent webinar, Get Ready for Tax Season 2025 with TaxDome, for everything you need to prepare and optimize your workflows.

From the entire TaxDome team, here’s to a smooth and successful tax season ahead!