Reports Generated
24
This month
Scheduled Reports
8
Active schedules
Storage Used
1.2 GB
Of 10 GB
Last Generated
2h ago
Revenue Report
Generate Reports
Revenue Report
Complete breakdown of revenue by preparer, client, and time period
Last: Jan 15, 2024
Preparer Performance
Individual preparer metrics including returns filed and revenue generated
Last: Jan 14, 2024
Split Analysis
Detailed analysis of preparer vs firm splits across all clients
Last: Jan 12, 2024
Payroll Summary
Monthly payroll totals with deductions and net payments
Last: Jan 10, 2024
Client Acquisition
New clients by source, preparer, and revenue potential
Last: Jan 8, 2024
Tax Season Metrics
Year-over-year comparison of tax season performance
Last: Jan 5, 2024
Recent Reports
January 2024 Revenue Report
Jan 15, 2024 • 2.4 MB • PDF
Q4 2023 Preparer Performance
Jan 14, 2024 • 1.8 MB • PDF
2023 Annual Split Analysis
Jan 12, 2024 • 3.2 MB • Excel
December 2023 Payroll
Jan 10, 2024 • 856 KB • PDF
2023 Client Acquisition Report
Jan 8, 2024 • 1.5 MB • PDF