Ian and Logan recently hosted a deep-dive into how Karbon Practice Intelligence (KPI) can help you out during tax season.
They discussed how to answer the following questions using KPI:
- Where are the bottlenecks in workflows?
- Where is a firm tracking this month in billable hours vs. planned?
- What is the capacity of a team to complete work on time?
We would love to hear your thoughts on KPI, as well as any questions or feedback you have. You can add your thoughts right here in the comments below.