Comprehensive year-wise client tax files tracking
Analytical summary of the entire practice, to help reach out instead of being reached out!
Track and prioritize tax filing status of every client segregated by tax year
Manage equitable workload distribution across employees
Drill down to get client details and easily navigate to a specific client dashboard
Actively follow-up with Employees / Client on pending items
How to use?
Navigate to Insight > Practice Tab
Select Tax year
CPA Pending Section: Tax files in CPA / Tax Professional Queue
Employee Follow up Section: Tax files in Employee / Manager Queue
Client Follow up Section: Tax files pending with the clients
Client Filing Status Section: Tax files that are either efiled or closed
Click on any hyperlink to open a popup with the client details and status
Click on any client name to navigate to the client dashboard
Drive growth and customer satisfaction by year-wise client acquisition / retention analytics
Clients acquired, retained or lost segragated year-wise
Perform root-cause analysis for lost clients, consequently improve client satisfaction
Breakup of Business services and types to help serve clients accordingly
Navigate to client-dashboard with a single click
How to use?
Navigate to Insight > Client Tab
Select Tax year
Client Analysis Section: Count of clients lost, retained, new and prospective
Business Type Section: Percentage of different client business types viz. ole-Prop, LLP, etc.
Business Service Section: Distribution of various business services availed by the clients
Click on any hyperlink to open a popup with the client details
Click on any client name to navigate to the client dashboard
Track every dollar to improve Account Receivables
Track year-wise invoices raised, paid and outstanding AR
Drilldown to et detailed invoice \ payment information
How to use?
Navigate to Insight > Growth Tab
Select Tax year
Invoice Breakdown Section: Breakdown of invoices raised, paid and outstanding for the selected tax year
Growth Progression Section: Provides trajectory of business for last three years
Click on any hyperlink to open a popup with the client invoice details
Click on any client name to navigate to the client dashboard
