TRAXIT

TRAXIT is a comprehensive workflow management software tailored for small businesses in the accounting and financial sectors, including CPAs, EAs, and bookkeepers. Its primary goal is to facilitate easier management of engagements and tasks through an intuitive dashboard that enhances operational transparency and awareness for both firms and their clients.

Key functionalities of TRAXIT include a visual representation of engagement data, allowing users to track various metrics such as active engagements, workflows, assigned tasks, and completed tasks. This enables quick decision-making and efficient management of operational workflows.

With TRAXIT, users can analyze engagement data using various charts that provide breakdowns by status, task assignments, and timelines for created and completed engagements. This functionality is particularly beneficial for businesses looking to improve their operational efficiency and client service.

TRAXIT offers a 30-day free trial that does not require upfront credit card information, providing firms with the opportunity to test the software to determine its suitability for their needs. After the trial, users can choose from different pricing plans, with the Basic Plan available at $50 per month. This plan includes essential features such as dashboards, workflows, engagements, tasks, reports, and support.

The software also allows for easy reactivation of accounts post-expiration, ensuring ongoing access to essential tools for managing accounting workflows.

For more information, including access to demos and webinars, users can explore TRAXIT's official website.