A baseline you can explain
Use the time you actually spend on finding, collecting and reviewing documents. Avoid counting the same task twice.
Savings calculator
What could less chasing be worth?
Model the value of time recovered. Change the assumptions to match your actual process.
Annual time capacity recovered
25.2hours
- Value of recovered time
- $1,890
- Annual Terrapin cost
- $119.99
- Onboarding time value, year one
- $0
- Net capacity value, year one
- $1,770.01
3 hours × 12 months × 70% = 25.2 hours recovered.
Time capacity is not automatically cash saved or additional revenue. No tax savings are included in this total.
What the estimate includes.
An explicit reduction assumption
Discovery can reduce collection work. Review, exceptions and decisions still take time.
The cost of getting started
The practice model includes onboarding time and your entered annual cost. Net value stays blank until you provide a cost.
Evidence, separate from tax outcomes
A recovered receipt provides evidence. It does not automatically create a deductible expense or a cash saving.