Your team.
In sync.
Bring your people, files, and daily conversations together. Keep work moving with Team Chat inside TAAX Pro.
Built for the conversations behind great client service.
Bring the right people together.
Give each team or project a focused space. Keep discussions easy to follow as your office grows.
Organized around your work
- Department updates
- Client and project discussions
- Everyday team questions
Your team spaces
# Tax team
Return reviews, questions, and shared resources
# Client care
Intake updates and client coordination
# Operations
Office updates and the day-to-day details
Keep everyone in the loop.
Quick answers
Ask a colleague, share an update, or work through a question without leaving TAAX.
Files with context
Share the document inside the conversation, so your team knows what comes next.
Focused conversations
Organize discussions around departments, client work, and projects.
Share more than a message.
Give colleagues the document and the context together. Discuss details, share resources, and coordinate your next step in the same place.
A smoother handoff
JL Jordan Lee
Here's the updated intake checklist. Can you confirm the new client steps?
Client intake checklist.pdf
PDF document · Shared in # Client care
SC Sarah Chen
Reviewed. The checklist is ready for the team to use.
Catch up.
Move forward.
Get help turning a busy team conversation into a clear recap. Review key points and prepare a concise update for your team.
You review the draft before sharing.
TAAX Ai / Team recap
You
Summarize our intake checklist discussion.
Here's the recap
The intake checklist has been updated.
Sarah reviewed the new client steps.
The checklist is ready for the team.
Keep the conversation close to the work.
Task Manager
Manage the next steps and responsibilities that come out of team discussions.
See detailsTeam Chat FAQs
Bring your team into the conversation.
See how Team Chat fits into your TAAX Pro workspace.
Book a demo