CPA & Accounting

Tax season clarity, year-round visibility

QuickBooksLacerteDrake Tax

Returns, preparer load, rejections, and billing — asked in plain English, answered from the systems your firm already trusts.

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Sound familiar?

You don’t know who’s behind on returns until someone manually checks Lacerte.
Drake e-file rejections arrive as emails — buried until the client calls.
Billable hours live in one place; QuickBooks billing in another — month-end reconciliation burns half a day.
Partner review queues become the hidden bottleneck every April.

Interactive demo

Generated from

“How many Lacerte returns are completed vs outstanding by preparer, and which are stuck in review?”

Returns assigned
847
Tax season
Completed
612
72% completion
In review
41
Bottleneck
  • 14 returns due within 7 days — not yet completed.
  • Partner review queue: 62 returns combined for two preparers.
AI-generated report (sample)

Completion at 72% with concentration of risk in review. Recommend daily triage on due-within-7-days list and partner SLA for review queue.

Generated from

“Billable hours by staff and realization rate this month.”

Returns assigned
847
Tax season
Completed
612
72% completion
In review
41
Bottleneck
  • 14 returns due within 7 days — not yet completed.
  • Partner review queue: 62 returns combined for two preparers.
AI-generated report (sample)

Completion at 72% with concentration of risk in review. Recommend daily triage on due-within-7-days list and partner SLA for review queue.

Generated from

“Which Drake Tax e-files were rejected this week and what are the error codes?”

Returns assigned
847
Tax season
Completed
612
72% completion
In review
41
Bottleneck
  • 14 returns due within 7 days — not yet completed.
  • Partner review queue: 62 returns combined for two preparers.
AI-generated report (sample)

Completion at 72% with concentration of risk in review. Recommend daily triage on due-within-7-days list and partner SLA for review queue.

Generated from

“Client engagement pipeline for next tax season.”

Returns assigned
847
Tax season
Completed
612
72% completion
In review
41
Bottleneck
  • 14 returns due within 7 days — not yet completed.
  • Partner review queue: 62 returns combined for two preparers.
AI-generated report (sample)

Completion at 72% with concentration of risk in review. Recommend daily triage on due-within-7-days list and partner SLA for review queue.

Generated from

“Revenue per client segment — which advisory lines are growing fastest?”

Returns assigned
847
Tax season
Completed
612
72% completion
In review
41
Bottleneck
  • 14 returns due within 7 days — not yet completed.
  • Partner review queue: 62 returns combined for two preparers.
AI-generated report (sample)

Completion at 72% with concentration of risk in review. Recommend daily triage on due-within-7-days list and partner SLA for review queue.

How we connect your systems

SystemWhat we pullConnection path
QuickBooks OnlineWIP, billing, AR, class trackingIntuit partner APIs — token-based, revocable access.
LacerteReturn status, preparer queues, review statesSupported exports / integration paths — mapped into your private reporting store (varies by firm IT policy).
Drake TaxE-file acknowledgements, rejectionsStructured exports / partner workflows for rejection triage.

What you can build

Tax operations

  • Preparer queues
  • Deadline exposure
  • Missing docs

Billing

  • Realization
  • Unbilled WIP
  • AR aging

E-file health

  • Rejections by code
  • SLA to fix

Advisory growth

  • Segment revenue
  • Pipeline conversion

Client data stays yours

Firm and client financial data flows into a private store with access controls suitable for CPA firms. Optional enterprise AI that does not train on your files.

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