Traxit

Traxit is a workflow management software designed to cater to the needs of small businesses in professions such as CPAs, EAs, bookkeepers, and tax preparers. According to the vendor, Traxit aims to enhance productivity and efficiency by providing customizable workflows and intuitive features for managing engagements, tasks, and team members.

Key Features

Dashboard: According to the vendor, Traxit offers a dashboard that provides a visual representation of the firm's data flow, allowing for quick decision making and a high-level overview of ongoing activities. The dashboard includes charts and graphs that display the breakdown of active engagements, workflows, tasks, completed engagements, and created vs. completed engagements.

Workflows: Traxit allows users to customize workflows to fit the specific needs of their firm, whether it's tax returns or bookkeeping. The vendor states that each workflow consists of statuses that represent the current location or task of the engagement, and admins have the ability to add, remove, or modify workflows and statuses.

Engagements: Traxit enables users to easily track the status and details of jobs or projects being processed by their firm. According to the vendor, each engagement contains information such as the name, fee, return type, year, current status, and estimated completion date. Engagements also allow for tracking conversations with clients through engagement questions and provide a notes section for miscellaneous information.

Tasks: Traxit helps keep team members informed about their assigned tasks. According to the vendor, each task represents an engagement that requires attention and includes details such as the task description, engagement type, client, and relevant data. Users can update task statuses, move engagements to the next step, or complete them entirely.

Manage: Traxit provides an admin dashboard for managing workflows, team members, reports, email templates, and subscription details. The vendor states that this feature is only accessible to users with admin privileges. Users can customize and manage workflows and statuses, add and manage team members, create and run reports, customize email templates, and view subscription details.

Reports: Traxit allows users to run reports based on various parameters such as engagement type, year, created on date range, return type, workflow, and status. According to the vendor, the generated Excel spreadsheets with data based on the selected parameters can be useful for making data-driven decisions and analyzing engagement trends.