Taxydo tracks every part of your workflow so that each member of your team knows exactly what to work on next. Gain clear visiblity to each users workload.
Spot bottlenecks and backlogs before they slow down production, and supercharge your existing team so you can better service more clients.
Save Time: Taxydo syncs your whole team, so everyone knows exactly what to work on. Higher priority files, that are ready to move, float through each users' queue - while at the same time, we make sure nothing falls through the cracks.
Some of your clients just need a few more reminders than others, and those clients
are automatically highlighted so you can bug them follow up
on things like documents or signatures.
In other words, Taxydo keeps all of your accounts moving forward!
We built Taxydo to fit your existing processes. Your team already has a groove, you just need to optimize.
Taxydo let's you send & receive text messages to each client, right from their profile. No more hunting for numbers, or trying to track multiple messaging threads.
Know who sends each message, and create custom message templates so you can get things out quickly.
We proudly integrate with NEXMO, which gives you a unique phone number, forwards calls to your office, and let's Taxydo send & receive text messages for around $0.0069 per message. Not bad.
Takes About Nine Minutes.
See How Taxydo Makes Your Team Twice As Fast
