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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](https://taxdome.imgix.net/2024/04/Group-2087325213.png?auto=compress%2Cformat&ixlib=php-3.3.1&s=67c775e199e65a8c386285864d333935)
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](https://taxdome.imgix.net/2024/04/Group-2087325201.png?auto=compress%2Cformat&ixlib=php-3.3.1&s=edab74672020597c95110ba31ea45ed5)
![Build customizable reports or use pre-built options](https://taxdome.imgix.net/2024/04/Group-2087325202.png?auto=compress%2Cformat&ixlib=php-3.3.1&s=5d222e074c131fb39aab6e65df8ed301)
![Ask our AI-powered search for guidance](https://taxdome.imgix.net/2024/04/Group-2087325203.png?auto=compress%2Cformat&ixlib=php-3.3.1&s=06b73600285b3bcc1333f26b54655f5b)
![Transform data into visual knowledge](https://taxdome.imgix.net/2024/04/Group-2087325204.png?auto=compress%2Cformat&ixlib=php-3.3.1&s=c464701c1c26a113cddfea49b4b77f5b)
![Easily export and share reports](https://taxdome.imgix.net/2024/04/Group-2087325205.png?auto=compress%2Cformat&ixlib=php-3.3.1&s=8c15027ee30f259f38bd1b314ef18405)
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
Gain real-time insights into your firm’s cash flows and effortlessly oversee incoming and outgoing funds
Track receivables
Easily track outstanding invoices and monitor payment statuses to ensure timely collection of payments from clients
Analyze client profitability
Identify high-value clients and allocate resources effectively to maximize profitability and client satisfaction
Plan workloads
Identify peak periods and potential bottlenecks to redistribute tasks and maximize productivity across your team
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
Capture billable hours, monitor project timelines and deadlines, and ensure projects stay on schedule
Coming soon
Manage workloads and increase team efficiency
Use Capacity planning to allocate work to your team, track their workloads, and prevent overbooking.
![Manage workloads and increase team efficiency](https://taxdome.imgix.net/2024/08/Group-2087325354.avif?auto=compress%2Cformat&ixlib=php-3.3.1&s=337d88ffadc4162022a2fd032dd043c8)
What users say about TaxDome
![Candice Bruning](https://taxdome.imgix.net/2024/05/Group-19980317.png?auto=compress%2Cformat&ixlib=php-3.3.1&s=e02f78f213bdac6e9ecb13264620b3e4)
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.
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12h
9
![Kristin Gravitt](https://taxdome.imgix.net/2024/04/nvsiAUM6-Group-1.png?auto=compress%2Cformat&ixlib=php-3.3.1&s=13013b5218a64181734fd27039fe3817)
Kristin Gravitt Partner at Fox Gravitt, PLLC
TaxDome has saved our firm. There is no way we would have survived tax season without it.
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10h
7
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Are Berg Hjelle Partner at Athene Group, 100+ employees
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