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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.

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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.
Analyse 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

A very valuable help for a firm, like mine, where clients are many and always changing

TaxDome's workflow efficiently tackles recurring manual tasks, combines it with seamless mail integration and a convenient chat feature, making it an essential asset to our operations.

We have taken the courage to take on more clients because we know that we are now better able to manage our client relationships than before.

We have approximately halved the internal working hours for customer-facing communication and administration - and that simply means a much easier everyday life for us

I've been looking for a long time for a product that could help me scale my business, make my employees' work easier, eliminating their repetitive tasks and utilizing them for smarter work.

TaxDome's workflow configuration efficiently handles repetitive manual tasks, while offering email integration and a convenient chat function, making it a key asset to our operations.

TaxDome has been absolutely amazing for us as a practice management solution. Highly recommend this to any accountant to give it a try. You will be amazed to see how much time Taxdome can help you save.

Being able to automate processes that do not generate any kind of value, such as requesting invoices, documentation, sending notices of pending tasks, is a benefit for any entity that lends itself. In addition, managing the income tax return or quarterly or annual taxes will be a less dramatic task.

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.

Your concerns, answered

Frequently asked questions

What is capacity planning?

Capacity planning is the process of organising 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
  • Analyse whether you’re understaffed or overstaffed
  • Prevent money loss by calculating realisation 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 realisation 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