Task Manager · Your office, in sync

Every task. A clear next step.

Bring tasks, teammates, and deadlines into one clear view. Give everyone the context they need to move work forward.

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TAAX  /  Task Manager

2026 client returns

Today’s focus

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Board view 1 overdue All team members Search tasks...

Request missing W-2

Sarah Johnson · Alex J. Overdue · High priority

Review new client intake

Maya Patel · Casey R. Due today · Normal priority

Review expense documents

Luis Garcia · Mika R. Due today · Normal priority
To do · 2

Request missing W-2

Sarah Johnson · Alex J. Overdue · High priority

Review new client intake

Maya Patel · Casey R. Due today · Normal priority
In progress · 2

Prepare Johnson return

Sarah Johnson · Alex J. Due tomorrow · High priority

Review expense documents

Luis Garcia · Mika R. Due today · Normal priority
Done · 1

Send engagement letter

Sarah Johnson · Casey R. Completed · Client notified
One more step completed.
Your team can see the progress.
Illustrative task board · Sample team and client information
Less back-and-forth. More clarity.

One task.
All the context.

Keep the owner, due date, checklist, files, and conversation together. Your team knows what to do and where to find it.

Client returns  /  Sarah Johnson

Request missing W-2

Owner

Alex J.

Due

Yesterday

Priority

High

Checklist

Confirm client details
Request W-2 from client
Review uploaded document

Files & conversation

2025_return.pdf · Client checklist Alex: Follow up before preparing the return.
Illustrative task detail · Sample information

Clear ownership

Assign teammates and keep responsibilities visible.

Clear ownership

Visible deadlines

Set priorities, due dates, and reminders in one place.

Visible deadlines

Repeatable work

Use recurring tasks, subtasks, and project templates.

Repeatable work

Progress at a glance

Follow your team’s workload and project status.

Progress at a glance
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TAAX Ai

Know what matters.
Know what's next.

Ask your office copilot what needs attention. Review priorities, prepared follow-ups, and suggested next steps before you act.

  • Surface overdue and upcoming work
  • Review prepared client follow-ups
  • Turn next steps into clear actions
Ask your office copilot

“What should I focus on today?”

Your tasks, deadlines, and next steps.

1 overdue · 2 due today

Start with Sarah’s missing W-2

Overdue · Assigned to Alex J. · Needed for prep

A client follow-up is ready

Review the draft reminder before sending.

Next: review today’s intake and expense documents. Illustrative copilot response · Sample information
Take a quick look

See your team's workflow in motion.

A short look at creating tasks, assigning your team, and moving work from to-do to done.

Task Manager overview video
Build a process you can repeat

A consistent workflow.
A more confident team.

Break larger projects into clear steps. Reuse templates and recurring tasks to keep routine work moving.

01  Collect & organize

Start with client intake and document requests. Keep the right files attached to each task.

02  Prepare & review

Assign owners, break work into subtasks, and follow the order your process needs.

03  Complete & repeat

Track completion, follow up with clients, and schedule the work that comes around again.

Part of your connected office

The work stays connected.

Bring client requests, supporting files, and your schedule into the same workflow.

Client Portal

Turn client requests into clear follow-up work for your team.

Explore Client Portal

Document Manager

Attach the files your team needs to complete each task.

Explore Document Manager

Calendar & reminders

See tasks alongside appointments and stay aware of approaching deadlines.

Explore Booking Calendar
Good questions

A little more clarity.

The essentials for keeping tasks, people, and deadlines in sync.

Yes. Add the people who need to work on a task and make its priority and responsibilities clear.

Yes. Schedule recurring work, break larger tasks into subtasks, and use project templates for a consistent process.

Yes. Keep relevant files, notes, and discussion with the task so your team has the context it needs.

Use due dates, priorities, email and in-app notifications, and reminders for upcoming or overdue work.

Priority tasks also appear in the daily activity feed on the main dashboard and in notifications.
Less guesswork. More progress.

Give every task its next step.

Bring your team, deadlines, and office tools together with TAAX Pro.

Start free trial Book a demo