+23.5%
$127K
Monthly Revenue
+12.3%
347
Active Clients
+8.7%
94.2%
Client Retention
-15.2%
4.2
Avg. Processing Days
Revenue Trends
Revenue Analytics Chart (Connected to your accounting system)
Staff Performance Overview
SJ
Sarah Johnson
Senior Tax Preparer
47
Clients
$23K
Revenue
96%
Satisfaction
MR
Michael Rodriguez
Tax Preparer
32
Clients
$15K
Revenue
91%
Satisfaction
JK
Jennifer Kim
Junior Tax Preparer
28
Clients
$12K
Revenue
87%
Satisfaction