Who Uses This Software?

TRAXIT was built to serve the small businesses of CPAs, EAs, Bookkeepers, Tax Preparers, Accountants and more.


Average Ratings

4 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $50.00/month
  • Pricing Details
    30 day free trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online

Vendor Details

  • Alytix Ventures
  • traxit.io
  • Founded 2018
  • United States

About Traxit

Traxit is a workflow/practice management tool that allows you to manage, track, assign, and report on whatever the job may be. Easily read the dashboard for the perfect high level overview to make quick decisions. Process and track the status of engagements, from anything that requires multiple steps to tax returns and bookkeeping. Start a free trial today to see what TRAXIT can do for you! https://traxit.io


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Traxit Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Bookkeeping Services Integration
  • Cash Management
  • Collections
  • Expense Tracking
  • Fixed Asset Management
  • General Ledger
  • Payroll Management
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Compliance Management
  • Data Import / Export
  • Data Verification
  • Electronic Filing
  • Exception Notification
  • For Nonprofits
  • For Partnerships
  • K-1 Reporting
  • Payment Management
  • Payroll & Employer Forms
  • Status Tracking
  • Tax Planning
  • Address Validation
  • Audit Trail
  • Consumer Use Tax
  • Exemption Management
  • Tax Calculator
  • Tax Filing
  • Taxability Verification
  • Transaction Tracking
  • Value Added Tax (VAT)
  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Scenario Planning
  • Tax Filing
  • Tax Forms
  • Workflow Management

Traxit Reviews Recently Reviewed!


Love This Program!!

May 31, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of moving through the system and varied types of engagements/projects that can be monitored at the same time. Ability to view at a high level and easily drill down to detail information.

Cons: Not many drawbacks at all. No ability to search beyond the last name. It would be great to be able to search using first names and using business names.

Overall: This program provides the ability to track multiple clients, engagements and provides comparisons from year to year. It gives a lot of information in a format that is easy to follow and the email communication ability with the client is a plus.

It Can't All Be in Your Head

May 31, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: The ease which you can locate the exact status of a client file

Cons: Haven't found anything yet

Haven't found anything I don't like yet

Overall: When you have over 800 clients, all in various stages of completion, it's hard to know off the top of your head where everything sits. With Traxit, you know who is working on the file and what level in the process they are in. Does the file have unanswered questions, want to send an email, need to make notes to the reviewer...it's all there for you with one simple search! Try it, you'll like it!

Wonderful!

May 28, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very user friendly. Covered all the information bases needed to track a return/project. Easy to update. Communication with clients through Traxit was a definite plus!

Cons: Honestly, I can't answer this. There was nothing about the software that I didn't like.

Overall: I was beyond pleased with Traxit. The program allowed the entire office to answer questions regarding the status of a return/project. What a time saver!

The Perfect accounting workflow management tool

May 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: First of all it is very easy to use. It gives management a snapshot of where everything is in the office. The ability to send questions via email from the system means we can track the question and whether it has been answered or not. Also when clients call in, anyone in the office can tell them what the status of their tax return is.

Cons: That is shows me all of the tax returns in the office which can feel overwhelming to have such visibility but I guess that isn't really the software per se.

Overall: Since we can very easily track the status off the returns, it has improved our ability to respond to clients quickly. The program is being improved upon and is the team is great with using feedback to make improvements to the software.