Benchmark Your Practice Against Peers
Compare your practice's key performance indicators — revenue per client, recovery rate, WIP days, debtor days, staff utilisation, and profit margins — against anonymised benchmarks from other TaxStats AI practices. See where you're strong, where there's room for improvement, and get AI-generated recommendations for growth.
Automatic CPD Tracking
Every professional conversation on TaxStats AI automatically logs as CPD activity, categorised by topic (tax technical, accounting standards, practice management, technology, ethics). Generate certificates for individual activities and download your annual CPD report as a PDF — ready for ICAEW, ACCA, or CIOT submission.
Team Management & Permissions
Invite your team with role-based access (owner, partner, manager, staff, trainee). Control who can publish apps, manage billing, and access sensitive data — all from a single dashboard.
Client Portal
Give your clients a branded portal where they can securely upload documents, respond to information requests, and communicate with your practice. TaxStats AI automatically classifies uploaded documents (receipts, invoices, bank statements) and extracts key data.
Key Features
- ✓ Practice KPI benchmarking (spider chart + trends)
- ✓ Automatic CPD tracking and certificate generation
- ✓ Annual CPD report PDF export
- ✓ Team management with role-based permissions
- ✓ Client portal with document upload and messaging
- ✓ Deadline and task reminder system
- ✓ AI-generated practice improvement recommendations
- ✓ Custom-branded document exports
- ✓ Up to 25 team seats (Unlimited plan)
- ✓ Anomaly detection alerts