Traxit

Key features

Dashboard

The dashboard provides a visual representation of your firm’s data, helping users make quick decisions and gain an overview of ongoing activities. It shows engagement statuses, tasks, and workflow progress at a glance.

Workflows

Workflows form the backbone of TRAXIT. They track the status of engagements and ensure each step in a process is completed efficiently. For firms like CPAs or tax preparers, this could include tax return processing or bookkeeping tasks.

Engagements

Engagements are the specific tasks or projects being worked on, such as a 1040 tax return. Each engagement contains details and questions that can be accessed at any time to ensure proper processing.

Tasks

Tasks keep team members informed about what is currently assigned to them. Once a task is completed, it can be moved to the next team member or marked as finished. This ensures a seamless flow of work between team members.

Manage

TRAXIT allows admins to manage workflows, team members, and reports from a central admin dashboard. Admins can control access to sensitive information, ensuring that only authorized users have access to certain features.

Reports

The software provides robust reporting capabilities, which can be used to track performance over time. For instance, a firm can run reports to see how many tax returns were processed in a given year. Reports grow in depth and usefulness as engagements increase.