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Taxos isn't a single dashboard pretending to fit everyone. It's a coordinated experience for partners, preparers, QA, accountants, clients, and referrers — sharing one source of truth.
Codify how your firm works, see real-time SLA and revenue health, and govern with an immutable audit trail.
A clear queue of cases, document checklists that block what should be blocked, and zero spreadsheet hand-offs.
Per-file approval, dynamic requests, and full visibility into where each case is stuck and why.
A branded portal with the right level of visibility — upload, track, message, and download deliverables.
See referred cases, commission status, and approvals — without exposing client internals.
Spin up a branded tenant in minutes. Bring one client, one case, one workflow — and feel the difference before lunch.