ROI Estimator
See how much chasing documents is really costing you
Plug in your numbers to estimate the hours and dollars your firm could save each month by moving off spreadsheets and email threads.
Estimate your savings
This is a simple planning estimate based on the numbers you enter — not a guarantee.
Reference plan price used below: $299/mo (Growth)
Estimated hours saved / month
18h
Assumes the portal's checklists, reminders and centralized messaging eliminate about 70% of manual chasing time.
Estimated value of time saved / month
$637
Estimated net gain / month
$338
Value of time saved minus the reference plan price.
Illustrative estimate only, based on the inputs above and typical usage patterns. Actual results vary by firm.
80 active clients
Spreadsheets + email vs. Promax TaxStreamLine
A feature-by-feature look at the manual approach most firms start with.
| Capability | Spreadsheets + e-mail | Promax TaxStreamLine |
|---|---|---|
| Document status per client | Scattered across inbox threads and manual trackers | Live checklist per client, visible to your whole team |
| Client-facing language | Whatever the sender types, one language at a time | Trilingual portal (English, Spanish, Portuguese) |
| Who accessed what, and when | No reliable record | Full audit log on every document and action |
| File security | Unencrypted attachments sent over e-mail | AES-256 encrypted storage with isolated client data |
| Branding for your firm | Generic e-mail signature | White-label portal with your logo and colors |
| Scaling to more clients | More spreadsheets, more manual follow-up | 5 plan tiers built to scale with your client base |