Tax Returns Workflow Management
Traxit is an easy to use tracking and management software for CPA's, EA's, Bookkeepers, and more. 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. They 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. This is great to keep everyone informed on what is needed to be done. And more specifically what each team member has assigned. Each team member will have their own tasks.
Pricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Client Management (Customer)
Facilitates strong necessary data about clients/customers and allows access to it when requiredSpend Management
Managing the expenditure of a business in order to build its product or servicesWorkflow Configuration
Configures flow of work in a systematic mannerStatus Tracking
Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activitiesWorkflow Management
Helps in managing and ensuring smooth flow of the tasks assigned to a team or organizationTask Management
Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.Due Date Tracking
To manage and keep track of the delivery dateProject Accounting
Creation of financial reports specifically designed to track the financial progress of projectsCPA Firms
Offers collaboration with a professional expert for financial and consulting services.Payroll Management
Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusionTax Management
Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in timeFree Trial
Available
Pricing Options
Premium Plans ( Subscription / Quotation Based )
Pricing Plans
Basic $50.00 $50.00 per month
Features
Screenshots of Vendor Pricing Page
Disclaimer: The pricing details were last updated on 05/01/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about Traxit Pricing.
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Traxit used for?
Learn more about Traxit features.
Does Traxit provide API?
No, Traxit does not provide API.
Vendor Details
Founded : 2019Contact Details
Not available
https://traxit.io/
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