Traxit

Traxit is a workflow and practice management tool for small accounting and tax businesses. It lets a firm assign, track and report on its jobs, and it was built by people with experience in the industry.

Features

• Workflows: the core of the tool, used to process and track the status of engagements such as tax returns or bookkeeping.
• Engagements: each piece of client work, such as a 1040 return, holds its own details and questions that can be viewed at any time.
• Tasks: every team member has their own tasks, and a finished task can be passed to the next person or closed.
• Dashboard: a high-level overview of the work moving through the firm and who is assigned to it.
• Admin area: administrators manage workflows, team members and reports, and only they can see it.
• Reports: for example, counting how many of a certain return type were processed in a given year.

Customers and markets

CPAs, enrolled agents, bookkeepers, tax preparers and similar small firms. The workflows can also serve any job that needs several steps.