Research
Original research on tax firm operations.
Benchmarks and reports for partners, administrators, and operators who want a factual picture of how the work actually runs.
In development
State of Tax Operations
An annual benchmark of how tax firms actually run.
In development
Busy Season Benchmark Report
Cycle time, reviewer throughput, and document readiness across firms.
In development
Reviewer Throughput Report
How reviewer capacity scales — and where it stalls.
In development
Tax Technology Stack Report
What modern firms run, and how the pieces fit together.
First reports publish after our initial data set reaches a meaningful sample. Sign up for a workflow assessment to contribute and receive early access.