Engagement Capacity Calculator
How much is your current
tracking method costing you?
Enter your firm's numbers. We'll show you the bottlenecks before you even book a demo.
Engagement Grid
Every engagement.
Every status. One grid.
Stop asking "where are we on the Nguyen trust?" The answer is already on screen. Filter by partner, form type, or deadline — the grid updates instantly.
0 sec
Avg. time to status update
47 min
tracked live
Engagements per partner
12–18
0
Deadline misses this season
4–6
8 / 8 engagements
Live
Client
Form
Status
Progress
Partner
Deadline
Hours
Budget
Hartwell & Sons LLC
1120-S
✓ Filed
100%
M. Rivera
03/15/26
18h
$4,200
Okafor Medical Group
1065
✓ Filed
100%
S. Park
03/15/26
24h
$6,800
Brightline Retail Co.
1120
✓ Filed
100%
J. Torres
04/15/26
31h
$9,100
Nguyen Family Trust
1041
⬡ In Review
88%
K. Liu
04/15/26
14h
$3,400
Castillo Imports Inc.
1120-S
⬡ In Review
74%
S. Park
03/15/26
22h
$5,600
Devereux Holdings
1065
◎ In Progress
61%
M. Rivera
04/15/26
19h
$7,200
Thornwood Capital
1120
◎ In Progress
55%
J. Torres
04/15/26
28h
$11,400
Patel & Associates
941-Q1
◎ In Progress
42%
K. Liu
04/30/26
8h
$2,100
Total budget: $49,800Avg. completion: 78%
Deadline Timeline & Team Heatmap
Deadline collisions and
team overload, made visible
The timeline shows when engagements stack. The heatmap shows who's buried. Balance workloads before partners burn out — not after.
Deadline Timeline· Jan–Apr 2026
FiledActive
JanFebMarApr
MRHartwell & Sons LLC1120-S
✓
SPOkafor Medical Group1065
✓
JTBrightline Retail Co.1120
✓
KLNguyen Family Trust1041
SPCastillo Imports Inc.1120-S
MRDevereux Holdings1065
JTThornwood Capital1120
Today
Team Workload Heatmap
LowMediumHighCritical
W3
W4
W1
W2
W3
W4
W1
W2
W3
W4
W1
W2
Jan
Feb
Mar
Apr
M.
S.
J.
K.
D.
Violet cells = capacity exceeded · Hover for details · Updates daily
3.2h
Avg. saved per partner / week
91%
On-time filing rate with Ledger
0
Status update emails needed
40+
Engagements tracked per screen
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Free Resource
Tax Season Workflow Template
A pre-built engagement tracker for 40 clients — 1040s, 1120s, 941s, extensions. Use it in Ledger or export to Excel. No signup required.
Managing partners who stopped
guessing at filing season
"We track 63 engagements across two partners. Before Ledger, I'd spend the first 20 minutes of every morning just figuring out what needed attention. Now I open one tab and I know."
"The deadline column alone paid for the subscription. We almost missed a 941 filing because it was buried in a shared Excel sheet. That's a $500/day penalty. Ledger flagged it 72 hours out."
"At quarterly reviews I used to guess at utilization rates. Now I pull the heatmap, show it in the slide deck, and the conversation is completely different. The data is right there."
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