Practice · Octotax for Accountants
Reports
On-time filing, workload, utilisation, client profitability and fee income.
Reports is for the owner and staff with billing access. Each report has a chart, a table and a CSV download.
- Deadline performance: how many filings were on time, overall and by staff member.
- Workload and capacity: work coming up against each person's hours.
- Utilisation: chargeable and non-chargeable time.
- Client profitability: fees against the time spent.
- Fees and growth: recurring fee income by service and how your client list is growing.
Related guides
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