Tax Season Clarity, Year-Round Visibility
Your Lacerte return workflow is a spreadsheet, Drake Tax e-file rejections come in via email, and QuickBooks billing data lives in a separate system from your time tracking. Getting a clear picture of your firm's performance — especially during tax season — takes hours every week. We connect your systems and give you live dashboards from a single plain-English question. Results in week one.
Every AI Tool You've Bought Failed.
Here's the part nobody told you.
Every AI tool on the market assumes your data is clean, connected, and accessible. It's not. That's why nothing has worked — yet.
During tax season, you have no idea which preparers are behind, which returns are stuck in review, and which clients haven't sent their documents — until someone asks and you have to dig through Lacerte manually.
Live return status dashboards show every preparer's queue, review bottlenecks, and missing client documents — updated automatically from Lacerte. →
Drake Tax e-file rejections arrive as emails that get buried. By the time someone acts on them, the client is calling asking why their return hasn't been filed.
Automated rejection alerts route to the right preparer the same day, with the IRS error code and recommended fix. →
You track billable hours in one system and billing in QuickBooks, and reconciling them at month-end is a manual process that takes your office manager half a day.
Automated billing reconciliation connects your time tracking to QuickBooks and surfaces variances before month-end. →
You have no visibility into which clients are most profitable, which services are growing, and which staff members are underperforming — until the year-end review, when it's too late to change anything.
Year-round profitability and performance dashboards built from your actual QuickBooks and practice management data. →
Tax season capacity planning is a gut feeling — you don't know if you're overstaffed, understaffed, or about to miss deadlines until you're already in trouble.
Live capacity dashboards show every preparer's workload, deadline exposure, and projected completion dates. →
Full Dashboards. One Prompt Each.
Every dashboard below was built from a single plain-English question — and lives at your own URL, built from your data. Click the tabs, sort the table, dismiss alerts.
| Preparer | Assigned | Completed | In Review | Awaiting Docs | Status |
|---|---|---|---|---|---|
| S. Johnson | 142 | 129 | 8 | 5 | ✓ Strong |
| M. Davis | 138 | 116 | 14 | 8 | ✓ On Track |
| K. Wilson | 134 | 104 | 19 | 11 | → Monitor |
| T. Brown | 128 | 91 | 28 | 9 | ⚠ Below |
| A. Garcia | 141 | 89 | 34 | 18 | ⚠ Below |
62 returns stuck in partner review. 14 returns due within 7 days not yet completed.
Tax season completion stands at 72%, with 612 of 847 assigned returns filed. The most pressing issue is 41 returns stuck in review, averaging 8 days in the review queue — T. Brown and A. Garcia account for 62 of these, suggesting a partner review bottleneck that should be addressed immediately. 14 returns are due within 7 days and are not yet complete, representing direct deadline exposure. S. Johnson is the strongest performer at 91% completion and is on pace to finish all assigned returns before April 15. The 26 returns awaiting client documents should be escalated with client outreach today.
Two Powerful Tools. Zero Technical Overhead.
Both capabilities are fully managed — your team never touches a server, database, or line of code.
Prompt to Dashboard
Ask a question. See the answer live.
Type a question about your business in plain English. Within seconds, a live dashboard surfaces the answer — updated automatically from your existing data sources. No spreadsheets. No waiting on someone to pull a report.
- Real-time KPI tiles built around your business metrics
- Pulls from your existing systems (CRM, ERP, spreadsheets)
- Shareable views for leadership, board meetings, and reviews
- Managed and maintained — no developer required
Prompt to Report
Ask a question. Get a written analysis.
The same question that generates a dashboard can also produce a formatted narrative report — complete with trend analysis, flags, and recommendations. Ready for your leadership team, your clients, or your board.
- Narrative summaries generated from your real data
- Trend analysis, anomaly flags, and recommendations included
- Export-ready for client reviews, board decks, and stakeholders
- Runs on the same managed infrastructure as your dashboards
Every Visibility Gap. Solved.
If you can describe the question, we can build the dashboard. Here's a sample of what CPA & Accounting businesses ask for most.
Tax Season Operations
- Lacerte return status by preparer and stage
- Deadline exposure dashboard with daily alerts
- Missing client document tracker
- Partner review queue and bottleneck monitor
Billing & Realization
- Billable hours by staff member vs. target
- Realization rate by client and service line
- Unbilled WIP aging and billing cycle alerts
- Revenue per partner and per staff member
E-File & Compliance
- Drake Tax rejection tracking by error code
- E-file acceptance rate by preparer
- IRS acknowledgment status monitoring
- Rejection resolution time and SLA tracking
Client Intelligence
- Client retention and at-risk identification
- Advisory upsell opportunity scoring
- Revenue per client by segment and service
- New client pipeline and conversion tracking
Firm Performance
- Revenue mix and service line growth trends
- Recurring vs. project revenue ratio
- Partner and staff productivity scorecards
- Monthly management report auto-generated
AI Workflow Automation
- Auto-alert on Drake Tax rejection same day
- Client document reminder at 14 and 7 days before deadline
- Lacerte review queue notification to partner
- At-risk client outreach trigger at 60-day no-contact
If you can describe it in plain English, we can build it.
We've built dashboards from spreadsheets, ERPs, industry software, billing systems, and custom databases. The assessment is free — tell us what you need.
From Assessment to Insights in Days
We handle the technical setup. You start asking questions.
Free Assessment
Tell us which systems you're running — Lacerte, Drake Tax, QuickBooks, or others — and what data you can't see clearly during tax season. We'll map out exactly what can be connected and automated.
Get Approved
Our team reviews your environment and reaches out within 2 business days to confirm fit and scope your data sources — practice management, billing, and tax software.
Connect & Configure
An AIBMM-approved vendor connects your Lacerte or Drake Tax workflow data, QuickBooks billing, and time tracking systems. No IT lift from your team.
Start Prompting
Ask questions in plain English. Get live dashboards showing return status, preparer productivity, e-file rejections, and client pipeline — built from your actual data. Results in week one.
Try It Free for 2 Months.
Love It or Leave It.
We build your dashboard from your existing data — securely, with no technical lift from your team. Use it for two full months. If it doesn't change how you run your business, walk away. No invoice. No hard feelings.
Your data stays yours. Dashboards are built from your existing systems — securely connected, never shared, hosted on infrastructure you control.
- Custom dashboards tailored to your firm's KPIs
- Lacerte, Drake Tax, or QuickBooks integration included
- 2 system integrations (tax software, billing, time tracking) included
- Live return status and deadline exposure dashboards
- Automated e-file rejection tracking and alerts
- Automated billing reconciliation and WIP reporting
- Production-grade database with daily backups
- Secure cloud infrastructure you control
- Email & SMS alert setup for deadlines and rejections
- Monthly firm performance intelligence report
- Direct access to Coulee Tech team
- Dev + Production environments included
Additional System Integrations — $95/mo each. Two are already included.
No credit card required to start. No setup fees.
AI Doesn't Fail Because of AI.
It Fails Because of the Foundation.
The AIBMM (AI Business Maturity Model) maps exactly where businesses get stuck — and it's always the foundation. Without Level 3, Levels 4 and 5 are impossible. Every failed AI investment you've made stalled because this layer was missing.
AIBMM is the framework. Coulee Tech is your certified delivery partner. The combination is something no standalone vendor offers.
Your Firm Deserves Better Data.
Stop finding out about Drake Tax rejections from your clients. Stop tracking Lacerte return status in a spreadsheet. The assessment is free, setup is handled, and results come in week one. If you don't love it, don't pay.