System Online
Pro Tools.Pure Focus.
One platform to command the entire tax operation. Capacity mapping, frictionless time tracking, and instant role switching.
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Frictionless logging.
Role-aware time entry interfaces. Advisors see kickoff calls and projections; Preparers see organizers and e-filing. Clean, direct, and zero clutter.
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Know your limits.
Before they break.
Model team output limits instantly via real-time slider arrays. Set arbitrary assumptions and view immediate physical limits.
CRITICAL: OVER CAPACITY
Firm is over target capacity. The Advisors team is the bottleneck.
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Metrics that matter.
Instantly toggle between departments. Automatically pivot charge codes, capacity models, and reporting structures.
Weekly Trend
Role Dist.
Operating System.