See Your Firm's Realization & Capacity Leaks Live

Book a free demo and see exactly which clients, partners, and workloads are quietly costing your firm money—built on Microsoft Power BI and your own CCH data.

Revenue by partner, with hours, WIP amount, billing, and realization percentage columns and a billing trend sparkline Average project completion days by return type, tracked by quarter Average and P90 days-to-complete gauges for tax return workflow Total hours worked, broken out by staff position

Illustrative dashboards — sample data, not a live client.

Wondering if better dashboards can actually improve business decisions?

AccountingTek BI provides specialized Power BI consulting and analytics solutions designed for accounting firms that need reliable KPI visibility and consistent reporting. We help firms reduce manual reporting, standardize performance metrics, and gain real-time insight using secure, scalable business intelligence dashboards.

In a free 15‑minute Power BI demo, you’ll see how AccountingTek BI delivers clear, actionable business intelligence dashboards built from your existing data. Our solutions help organizations gain real‑time visibility, reduce manual reporting, and make more confident, data‑driven decisions—without complex implementations.

Curious what actually happens after you sign? See what implementation involves and how we handle your data.

WIP amount by client group, shown as a share of firm-wide WIP
FirmMetrics™ — illustrative, sample data
Workflow status breakdown for tax returns in progress
WorkSight Metrics™ — illustrative, sample data
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Before You Book: What to Expect

What happens during the demo?

A member of our team walks through FirmMetrics™ and WorkSight Metrics™ using realistic accounting-firm data so you can see exactly what realization slippage, utilization leaks, and workflow bottlenecks look like on a live dashboard—not a static screenshot. It's 15 minutes, focused on your specific reporting pain points, not a generic product tour.

Do I need to bring my own data?

No. The demo runs on prebuilt sample data so you can evaluate the dashboards without any setup on your end. If you move forward, we'll talk through connecting your own CCH Practice, CCH Workflow, or Practice CS data at that point.

Is my firm's data secure?

Yes. Production dashboards run on Microsoft Power BI with role-based access controls, so partners, firm administrators, and managers each see only the data appropriate to their role. Nothing about the demo itself requires access to your live systems. See how we handle security for the full picture.

What if I'm not sure which product fits my firm?

That's a normal starting point—check "All Products" on the form above and we'll use the 15 minutes to identify which fits your firm's specific realization, utilization, or workflow visibility gap before recommending anything.