Firm management

Streamline your practice with advanced analytics

Gain valuable insights into your firm’s performance, manage team workloads, and increase profitability with AI-powered reporting designed for Canadian tax and accounting practices. Easily monitor project progress, spot bottlenecks, and make informed decisions — all while keeping client data secure and PIPEDA-compliant.

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Monitor your firm’s performance

See the full picture — optimize your bottom line and keep tabs on your team and clients with intelligent, CRA-ready reporting tools.

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

Filter your data by services, tags, team members, or clients to generate precise, relevant reports. Or save time with our ready-made, out-of-the-box reports that deliver instant insights — no extra setup needed. Stay informed and make confident decisions, all while ensuring your data remains secure and PIPEDA-compliant.

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.

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

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.

Discover AI-powered reporting in TaxDome

Discover how TaxDome’s AI-driven reporting, search, and visual analytics help Canadian firms improve efficiency and protect client data under PIPEDA.

Gain key insights into invoices, time entries, jobs, pipelines, and more.

Customize your analytics to fit your firm’s needs best.

Quickly find the data you need with AI-powered smart search.

Turn data into clear, compelling reports with visualizations.

Get full visibility of the firm’s performance- from team output to client profitability

Stay on top of your firm’s performance – make smarter decisions with real-time data that drives efficiency and growth.

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Manage cash flows and track receivables

Gain real-time insights into your firm’s cash flows and effortlessly oversee outstanding invoices to ensure timely collection of payments.

Analyze client profitability

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

Perform workload planning

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

Explore employee performance

Leverage easy-to-access metrics to gain visibility into individual and team performance. Monitor project timelines and ensure projects stay on schedule.

4.7/5 across 7,600+ reviews

The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

Read all reviews

Candice Bruning
Senior Analyst at 189 Investments

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

<strong>Chris Farris</strong> <br>COO of Foundation Group (50+ staff)

Chris Farris
COO of Foundation Group (50+ staff)

“TaxDome has been a huge success for us, meeting both client and employee expectations.”

Amanda Kendall
EA at Elevating Profits

“I didn’t want to cobb five software tools together. TaxDome allowed me to have everything in one place.”

Kristin Gravitt
Partner at Fox Gravitt, PLLC

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

Winner Comprehensive Firm Workflow Solution

Frequently asked questions

What is AI-powered reporting in TaxDome?

AI-powered reporting in TaxDome gives your firm real-time insights into performance, helping you track how your firm operates.

With visual dashboards and smart search, it turns raw data into clear, actionable insights.

Will my client data be used to train AI models?

No, your data will not be used to train AI models or stored anywhere. We keep your client data secure.

Is my client's data secure?

Yes! TaxDome places the highest priority on data security and holds a SOC 2 certification. We also comply with Canadian privacy laws under PIPEDA, ensuring that your clients’ sensitive financial information is protected with bank-level encryption and never used to train AI models.

How can TaxDome’s AI-powered reporting help my accounting or tax firm?

It will help you uncover trends, manage workloads, analyze cash flow, track client profitability, and monitor team performance so you can make smarter decisions and boost your firm’s efficiency and revenue.

Does TaxDome support visual reporting tools like charts and graphs?

Absolutely. TaxDome offers graphs, pivot tables, and dashboards to make your data digestible at a glance, perfect for both firm owners and team members.

How does the AI-powered search work?

Just type your question in plain language, like “Which clients are overdue on payments?”, and TaxDome’s AI search will find and suggest relevant data instantly.

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.