Name: Traxit
Price: 50 USD
Author: Alytix Ventures

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Version Control

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

Crypto Tax

Spend Management

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

International Payroll

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

API Management

Asset Tokenization

Cloud Storage

Component Content Management

Fraud Detection

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Load Testing

Managed Public Cloud Infrastructure

Migration

Network Performance Monitoring

Penetration Testing

Privileged Access Management

Relational Database Management Systems

Remote Monitoring and Management

Secure Email Gateway

Software Components

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Data Cleansing

Data Management

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Online Reputation Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Point of Sale

Revenue Operations

Sales Forecasting

Sales Pipeline

Sales

Car Rental

Church Management

Commercial Drone

Construction Accounting

Geographic Information

Insurance Agency Management

Physical Therapy

Retail Execution

Vertical-Specific

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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.

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Traxit

Overview

What is Traxit?