Built for accounting firms to protect realization
TrackBeam turns task-level time into projected file costs and clear risk alerts—so partners can act early, not after the invoice.
WHY IT EXISTS
Write-offs are symptoms
Most accounting firms don’t lose margins on invoices. They lose them earlier through under-scoping, rework, not meeting deadlines, and inadequate prioritization. TrackBeam is the remedy that makes those issues visible, measurable, and fixable with your own data.
WHAT YOU GET
Projected file cost
Know where each file is headed before it’s too late.
TrackBeam turns task-level time into a running projected cost per file/service so you can spot drift early—before it becomes a write-down conversation.
At-risk file alerts
Catch budget drift, deadline pressure, and risk factors early.
Files are flagged when they show patterns that typically lead to margin loss: budget creep, aging work, tight deadlines, high-risk services, or repeated rework signals.
Automatic prioritization
Route attention to the files that protect realization first.
Instead of reacting to the loudest request, TrackBeam helps your team focus on the files that matter most—based on risk + deadline + budget drift—so partners can intervene while there’s still time.
WHY IT MATTERS
Realization
Large firms (>$20M net fees) reported 87.1% realization (≈ 12.9% “left on the table” through write-downs/scope creep/pricing misses and late partner visibility)- 2025 Rosenberg MAP Survey, CPA Trendlines
Utilization
Firmwide utilization reported at 59.6% (down from 62.3% in the prior survey), reflecting non-chargeable/uncaptured time and workflow friction that reduces billable capacity.- AICPA PCPS MAP Survey coverage, Journal of Accountancy
Handoffs
Among firms that outsource, the share outsourcing each service line: 51% individual tax, 42% business tax, 38% CAS—where task-level visibility becomes critical as work is delegated/offshored.- National MAP Survey 2025 Executive Summary
Founder-led. Built for accounting firms.
Built by a CPA focused on practical workflows that reduce avoidable write-offs. When you book a call, you speak directly with the builder, fast feedback, real examples, and a product shaped around firm operations.
Not just another time tracker
Most tools stop at “hours.” Your team enters time once, and TrackBeam turns it into partner-level clarity: which files need attention first, what’s under-scoped, what’s drifting, and where write-offs are forming, without extra spreadsheets.
Everything included. No suprises costs.
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 from your data
Standard
$34
Per user per month. Cancel anytime. Prorated billing so you only pay for what you use.
CONTACT
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