Built from live records
Analytics read the same clients, tasks and invoices your team works in daily there is no separate reporting file to maintain.
Practice Analytics
How the practice is actually doing, today
Most firms find out how a quarter went after it ends. AudiTax reports on workload, clients and revenue from the same records the team works in, so the numbers are current rather than rebuilt.
Workload and revenue in one view
Who is carrying what, and what it is billing, answered without pulling three exports together.
For the people accountable for it
Advanced analytics is admin-level and plan-gated, so practice-wide numbers stay with the people responsible for them.
Frequently asked questions
- Who can see practice analytics?
- Advanced analytics is restricted to admin users in your firm.
- Which plans include it?
- It is a plan-gated feature, available on the higher plans.
- Is the data live?
- It reads the same records the team works in, so it reflects the current state rather than a periodic export.
- Does it include client retention reporting?
- Not yet retention reporting needs client history to accumulate first.