TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

See 6000
Reviews

Coming soon

Capacity planning: manage workloads and increase team efficiency

Allocate work to your team with confidence, track their workloads, and prevent overbooking with data-driven Capacity planning — coming soon.

Capacity planning, coming soon

Join the waitlist to receive the latest updates on this feature release.

Please provide your first name to continue
Please provide your last name to continue
Please ensure you have entered your company name
Please provide the firm size to continue
Please provide your email address to continue
Please complete the captcha to verify you are not a robot
Mandatory fields

By signing up for the waitlist, you agree to TaxDome’s terms of service and privacy policy.

Master your team's time

Efficiently allocate resources based on completion times and available capacity

Make project planning a science by leveraging prior data to make informed decisions.

Set time estimates and compare to actual hours

Gain precise insights into project timelines. Estimate job times based on prior data and compare them to actual completion times.
Analyze time variances across jobs, pipelines, and team members to reduce guesswork and improve overall project management.

Reduce time spent on manual task allocation

Set team capacity limits and assign jobs to available team members with confidence. Make proper budget estimations and avoid staff overload.

Set time estimates and compare to actual hours
Reduce time spent on manual task allocation
Ditch cluttered spreadsheets

Ditch cluttered spreadsheets

Get rid of spreadsheets and unlock a world of valuable data. TaxDome will help you plan your entire team’s work, considering the workload and job deadlines—all on one screen.

See whether you’re understaffed or overstaffed

Calculate realization rate per client, service, and employee to prevent money loss

Generate insightful reports and track essential employee capacity metrics

TaxDome is trusted by 10,000+ firms in 25+ countries

Reliable partner for tax, bookkeeping, and accounting firms globally

TaxDome has increased efficiencies in every area of our business. Everyone on our team is always in the loop about what is going on. Teams and team members have due dates and can be held accountable for projects.

Mycah S.

Mycah S.

COO at an accounting firm

I enjoy being able to granularly assign clients to team members. So if we onboard team members that don’t need to see a certain subset of clients, we can just assign them to the right people. It makes team management a lot easier.

Joseph S.

Joseph S.

President of Polaris Tax & Accounting

TaxDome has eliminated so many of my tracking spreadsheets and freed up so much time for me.

Heidi C.

Heidi C.

CEO at an accounting firm

Our biggest issue before we started using TaxDome was definitely the fact that we often felt we lacked an overview of the repetitive tasks, the status of tasks, and who was responsible for the tasks we have in-house.

Peter Skjerning

Peter Skjerning

Director and owner of Kompas Regnskab

TaxDome is easy to use and configure. Our clients like what it brings to the table for them. It is a foundational tool for us to grow and expand the practice.

Chris B.

Chris B.

Managing Partner at Brumlow and Company

TaxDome is my office manager, my biller, my workflow, and my email. This frees up my time, so I can focus more on my clients and getting the work done.

Joe Bourque

Joe Bourque

Founder of JB Taxes

I love that billing, client portal, document sharing, and communications between the firm and the client are so seamless! I use this to manage my practice and scale services in one place.

Lynnorra P.

Lynnorra P.

Senior partner at an accounting firm

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

Kristin G.

Kristin G.

Partner at Fox Gravitt, PLLC
Discover how Capacity planning can help you make the most of your team’s time and available resources.

Discover how Capacity planning can help you make the most of your team’s time and available resources.

Request demo

Your concerns, answered

Frequently asked questions

What is capacity planning?

Capacity planning is the process of organizing your resources to ensure you can meet the demands of your workload efficiently. 

Capacity planning can help you:

  • Understand your team’s capacity and prevent overloading 
  • Assign tasks to the right people at the right time, ensuring smooth workflows and optimal use of resources
  • Anticipate future needs and make informed decisions about staffing, budgeting, and project timelines

Use capacity planning to:

  • Track how much time different tasks typically take
  • See how many projects each team member can handle at a time
  • Predict how long new projects will take based on prior data

How is TaxDome’s Capacity planning better than my spreadsheets?

Using Capacity planning in TaxDome, you can do more for your business than you can via spreadsheets:

  • Record as much data as you need and update it automatically
  • Turn your data into informative reports with just a few clicks
  • Automatically track valuable employee capacity stats
  • Analyze whether you’re understaffed or overstaffed
  • Prevent money loss by calculating realization rates per client, service, or employee

What types of reports can I create in TaxDome?

With Capacity planning, you can create the following reports:

  • See whether you’re understaffed or overstaffed
  • Calculate realization rate per client, service, and employee
  • Track time variance to find out if you might lose money because the actual completion time is bigger than the estimate
  • Set alerts on certain metrics

How can I increase my firm’s profitability with TaxDome?

With Capacity planning, you can ensure you manage your time efficiently, which will increase your profitability:

  • Calculate time spent on jobs in advance based on previous projects’ data
  • Ensure an even workload distribution to prevent staff idling or burnout
  • Calculate budgets and assign team members accordingly

Privacy settings

This website uses cookies and similar technologies to ensure you get the best experience on our website. By proceeding, you agree with our cookie policy.