How much is inefficiency costing your firm?

Use the calculator below to estimate how much time and revenue your firm could be saving - and see how quickly Practice Essentials can pay for itself.

Estimated annual savings

Practice Essentials pays for itself in

Start with a few basics

Answer a few simple questions about time & money - even rough estimates will do.

Calculating return on investment can be as simple as this!

Number of tax clients per year

Average fee per return

Number of staff

Average hourly cost per staff

Where is your team losing time?

Use the sliders to estimate friction across document collection, workflow, and signatures.

Time spent chasing documents per client 18 min

Workflow/admin hours lost per week 6 hrs

Time spent collecting signatures per client 12 min

Your results

You may be losing

in time and revenue opportunity each year

Hours saved

across document collection, workflow, and signatures

Additional capacity

Payback

With these assumptions, Practice Essentials pays for itself quickly through time recovery, added capacity, and optional tool consolidation.

Net gain

Bundle cost

Ready to work smarter?

See how Practice Essentials can help your firm save time, reduce friction, and handle more client work.

Get Started Book a Demo

Disclaimer: This ROI calculator is provided for informational and illustrative purposes only. Results are estimates based on the inputs you provide and certain assumptions, and do not guarantee actual performance or outcomes. Individual results may vary based on a variety of factors, including your specific circumstances, usage, and market conditions.