Handle Tax Season Without Losing Your Mind
Accounting firms track hundreds of client matters, bill thousands of hours, and survive brutal seasonal peaks. TRCR keeps it all organized so nothing falls through the cracks.
Client-Based Organization
Every client gets their own space. Inside, you have tasks for each matter — tax return, quarterly filing, payroll processing, advisory work. Time entries accumulate per matter, making it simple to see how much time each client costs and whether the engagement is profitable.
Seasonal Workflow Management
Tax season means hundreds of returns moving through the same pipeline: “Documents Received → Preparation → Review → Client Approval → Filed.” Custom workflow statuses let you build that exact pipeline. Progress bars show where each return stands. The firm-wide view shows how many are stuck and where the bottleneck is.
Recurring Tasks for Cyclical Work
Monthly bookkeeping. Quarterly payroll filings. Annual tax returns. Set these as recurring tasks with the right frequency and they appear automatically — assigned to the right person, with the right deadline. When one is completed, the next occurrence is already waiting.
Accurate Billing From Tracked Time
Every phone call, every email review, every spreadsheet update — start a timer and it's captured. When it's time to bill, generate an invoice from actual time entries with accurate descriptions, rates, and totals. No more estimating how long that advisory call took.
Team Workload Visibility
During peak season, knowing who's overloaded is critical. Priority levels and complexity estimates let you see at a glance which team members are carrying too much and which have capacity. Reassign tasks before deadlines are missed, not after.
Compliance-Grade Audit Trail
The Activity Log tracks every action — who filed what, when a return status changed, who accessed which client's data. For firms with regulatory requirements, this is an always-on compliance record that updates in real time.
Accounting Workflows
Track every return through a multi-stage workflow. See firm-wide progress on a single Kanban board.
Recurring tasks ensure every client's books are closed on schedule. Track time for accurate billing.
Separate advisory work from compliance work. Different rates, different workflows, same organized workspace.
Bi-weekly recurring tasks for each client. Track processing time and include it in monthly invoices.
Organize your practice. Bill your worth.
Free to start. No credit card required. Set up your first client in under two minutes.
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