Run Your Office by the Numbers: The TaxWallet Reports Suite

Stop guessing, start knowing

You can't grow what you can't measure. TaxWallet's reporting suite turns your day-to-day activity into clear answers about where your money and your growth come from.

Reports that matter

• Revenue per office — see which locations drive the business, with a projection tool for next season.
• E-file distribution — track accepts, rejects, and where returns are in the pipeline.
• Office health score — a single number that summarizes how each office is performing.
• Rejection & retry — spot the reject patterns costing you time and fix them.
• Referral tracking — know exactly which sources send you clients.
• Season comparison — measure this season against last, office by office.

Use them to make decisions

• Reallocate marketing to the referral sources that actually convert.
• Coach the offices whose health score is slipping — before the season ends.
• Set next season's targets from real projections, not gut feel.

Every report is filterable and export-ready. Find them under Reports in your dashboard.