Workflow management for small businesses such as CPAs, EAs, Bookkeepers, Tax preparers and more is critical for organized success. Our mission is to provide easy to use software for managing the backend of your firm while providing transparency and awareness for you and your customers.
With TRAXIT you can count on always being aware of what is actually happening with our easy to use, intuitive dashboard along with workflow overviews of all engagements and who is currently assigned to them.
TRAXIT, built by individuals who have experience in the industry understand that finding a tool that will meet the needs of your firm can be difficult and we hope that our solution will resolve this issue.
After years of working as CPA and small business owner, Aurelia Weems still struggled to find a software tool that could help manage the backend of her business and create transperancy with her and her clients. The fact is that most web applications are built to broadly cover as many industries as possible and can be hard to integrate. It was decided that there could still be room for a application built specifically for the accounting/financial industry and to be even more specific, the small businesses of that industry. TRAXIT, is the result of that decision. With the help of her son TJ Weems, there is now a tool built for accountants, CPA’s and others of the industry. After one year of use, it was decided that other firms, accountants etc should have oppurtunity to use TRAXIT and hopefully find the same satisfaction that Aurelia Weems experienced in her firm. Sign up for a free demo today to see what TRAXIT can do for you and your team!