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Manage your firm more efficiently with the TaxDome reporting system

Get real-time insights into where your firm’s going, measure team workload, efficiency and revenue.

🟡 Intermediate, 20 min video

Reports provide you with data points that help you grow a profitable and productive firm. Utilizing TaxDome reports, you can see right away if your team is high functioning or falling behind, track your cash flow data, analyze client management and more.

In this webinar you’ll learn:

  • How to use saved filters to define your firm’s efficiency and output 
  • How to print & export reports for additional analysis
  • About using the 13 TaxDome reports to manage your firm’s productivity
  • How an upcoming feature will enable you to share and compare reports to customized time periods

Reading list

Read about TaxDome’s reporting system on our blog: More>> 

Learn more about how the reporting system works: More>> 

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