TRAXIT, built by individuals who have experience in the industry understand that finding a tool that will meet the needs of your firm can be difficult and we hope that our solution will resolve this issue

Giving a visual representation of the data you have flowing through your firm or business is great for quick decision making and a high level overview of what is happening
The backbone of this tool is workflows
They are meant to process and track the status of engagements
Essentially they can be used for anything that requires steps to complete but for a CPA firm this might be tax returns, or bookkeeping
Engagements are what is being processed
For instance if you do a 1040 tax return, that would be considered an engagement
Consider it to be the connection between you and your clients
Each engagement will also contain specific details and questions that can be viewed at anytime

This is great to keep everyone informed on what is currently assigned Each team member will have there own tasks
Each task is related to the processing of an engagement
Once the task is complete the user can easily move it to the next team member or complete all together
We wanted this tool to be flexible so you have the ability to manage your own workflows, team members, and reports all from the admin dashboard
Only admins can view this feature so you can keep access to you only or to whoever you assign as an admin

The ability to run reports is another great tool for making decisions
One example would be to know the amount of a certain tax returns were processed in the year 2018
As the amount of engagements increase the more reports and information you will be able to gather and understand

Who Is TRAXIT For

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