Accounting Firm Tax-Season Capacity
Turn return stages, missing documents, due dates, effort, and reviewer capacity into an actionable tax-season operating plan.
Interactive sample in preparation
What you get
A useful first version with the main workflow already mapped out.
- Return-stage Kanban
- Preparer and reviewer load heatmap
- Missing-document queue
- Deadline and completion forecast
Sample data
One synthetic filing season of clients, return types, stages, stage timestamps, preparers, reviewers, effort, due dates, document flags, and extensions.
Measures included
- Returns by stage
- On-time forecast
- Cycle time
- Remaining hours
- Blocked returns
Connect your data
Start with the sample rows, then replace them with the systems you already use.
monday.com
Direct connector
Return workflow, stage, owner, due date, and blockers
Google Sheets
Direct connector
Client list, effort estimates, staffing, and capacity plans
Amazon S3
Direct connector
Document inventory metadata and received timestamps only
CSV
File import
Tax workflow and timekeeping exports
Make it yours
Describe a change in plain English and keep adapting the tool as the work changes.
- 01Add bookkeeping close work alongside returns
- 02Create a client document reminder view
- 03Model overtime limits during peak weeks
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