1 personal board per employee
Organize tasks into columns, assign teammates, set due dates and priorities, and keep files and comments with the work. The company board is separate from this personal-board limit.
Task Manager · Your office, in sync
Every task. A clear next step.
Bring tasks, teammates and deadlines into one clear view. TAAX Ai helps surface overdue work, review priorities and prepare client follow-ups—so your team knows what to focus on next. Review suggested actions before moving work forward.
TAAX / Task Manager · Interactive example
2026 client returns
Try creating a task, handing it off and moving it through review.
Owner: see this office’s boards and follow work across the team.
Demo data only. Sample progress follows the connected demo pages in this tab; no client messages are sent.
One task. A complete team handoff.
Keep the next person in the loop.
Assign the W-2 request, add a handoff note and start the task. Move it into your office’s Review column when it is ready, then mark it complete. Select “Overdue only” to find work that needs attention.
Up to 10 personal boards per employee
The separate Plus add-on raises the personal-board limit for offices that need more boards across their work. It does not add dashboard seats.
Know who can see the work.
Owners can view office boards and client records. Employees can open their own boards and boards containing tasks assigned to or created by them; their client list is scoped to records linked to their account.
Clear ownership
Assign teammates and keep responsibilities visible.
Visible deadlines
Set priorities, due dates, and reminders in one place.
A clear handoff
Keep files and comments with the task as responsibility moves between teammates.
Progress at a glance
Follow your team’s workload and project status.
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
Next: review today’s intake and expense documents.
Illustrative copilot response · Sample information
“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.
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.
Build a process you can repeat
A consistent workflow.
A consistent workflow.
A more confident team.
Break larger projects into clear steps. Keep assignments, documents and handoff notes with each task as your team moves it forward.
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 keep the next action clear for your team.
Part of your connected office
The work stays connected.
Bring client requests, supporting files, and your schedule into the same workflow.
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.
Standard includes one personal board per employee. Task Manager Plus increases that limit to ten personal boards per employee. The company board is separate; Plus does not include extra dashboard seats.
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.