Stop write-offs.
Estimate file cost up front, automatically reroute work by priority, get projected cost warnings before you blow the budget, and use AI to find trends and answers in your data.
WHY IT EXISTS
Write-offs are symptoms
Most firms don’t lose margin on invoices. They lose it earlier through under-scoping, rework, late time, and weak prioritization. This is the layer that makes those issues visible, measurable, and fixable with your own data.
Realization can leave ~13% on the table
Larger firms report about 87.1% realization, meaning roughly 13% of value can disappear through write-downs, scope creep, and pricing misses.
Utilization is a hidden margin leak
Industry benchmarks show utilization around ~59.6%, so a big share of capacity is non-chargeable or never captured cleanly enough to bill confidently.
Handoffs are now the norm
Among firms that outsource, 51% outsource individual tax, 42% business tax, and 38% CAS, which makes task-level visibility and accountability critical.
Founder-led. Built for accounting firms.
TrackBeam is built by a CPA who’s spent years improving financial workflows and reducing avoidable write-offs. When you book a demo, you work directly with the builder—fast feedback, practical solutions, and a product shaped around real firm operations.
Not just another time tracker
Most tools stop at “hours.” TrackBeam captures task-level time through an integrated task system, making entry effortless across projects and services, then turning daily data into insight: what’s profitable, what’s under-scoped, and what keeps causing write-offs.
Everything included. No add-ons.
One plan gives your firm the full toolkit: time capture, approvals, costing, priority routing, invoicing, alerts, dashboards, and AI insights—ready in days, not months.
Timesheets, approvals, and reminders
File budgeting, projected cost tracking, and warnings
Priority routing by risk, deadline, and budget drift
Invoicing, Excel export and iFirm integration
AI powered insights are your data
Standard
$34
Per user per month. Cancel anytime. Prorated billing so you only pay for what you use.
CONTACT
Book a demo
Want fewer write-offs and clearer margins? Drop your email and we’ll send a demo link plus a quick checklist to estimate file cost, set priorities, and catch projected cost overruns early.
Thank you
You’ll receive a calendar invite and confirmation email shortly. If anything changes, use the link in your email to reschedule.
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