One team. Keep the conversation connected.

Less back-and-forth.More work moving together.

Keep team conversations, shared files and client work in one workspace—so the next person has the context to move forward.

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Illustrative team chat interface showing connected sample office work, without a device scene.

Team conversations

A focused place for each discussion.

Shared files & context

Share the document and the next step.

Fewer manual handoffs

Keep your people in sync as work moves.

A place for every conversation

Bring the right people together.

Give each team or project a focused space. Keep discussions easy to follow as your office grows.

  • Department updates
  • Client & project discussions
  • Everyday team questions
Your team spacesOrganized around your work
#
Tax team

Return reviews, questions and shared resources

#
Client care

Intake updates and client coordination

Client work
#
Operations

Office updates and the day-to-day details

Illustrative team spaces

Less back-and-forth. More progress.

The right conversation. The whole context.

Keep your people, shared files and next steps together as work moves through the office.

01

Quick answers

Work through questions with colleagues in a focused team space.

# CLIENT WORK
Can you review Jason’s W-2?
I’ll take the next step.
02

Files with context

Share the document inside the conversation so the next person can get started.

SHARED WITH THE TEAM
Client intake checklist.pdfShared in # Client care
Document + discussion
03

Focused conversations

Organize discussions around departments, client work and projects.

TEAM SPACES
# Tax teamReturn reviews
# Client careIntake & follow-ups
# OperationsOffice updates

Sample client details shown.

The file. The question. The answer.

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.

# Client careA smoother handoff
JL
Jason Lee

Here’s the updated intake checklist. Can you confirm the new client steps?

PDF
Client intake checklist.pdfShared in # Client care
SC
Sarah Chen

Reviewed. The checklist is ready for the team to use.

Illustrative file-sharing workflow
Connected to TAAX Ai

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.

Review sample recap

The intake checklist is updated, Sarah has reviewed the steps, and the team can use the revised checklist for new clients. Share the update after checking the details.

Illustrative Ai workflow · Review before sharing
Part of your connected office

Keep the conversation close to the work.

Customer Manager

Keep the client record close while your team coordinates the work.

See details

Task Manager

Manage the next steps and responsibilities that come out of team discussions.

See details

Document Manager

Keep your office documents organized alongside your daily workflow.

See details
Good questions. Clear answers.

Team Chat FAQs

Team Chat is for internal conversations between your staff and colleagues in TAAX Pro.

Yes. Create focused channels or groups for departments, projects, and client work.

Yes. Share documents and work-related information with your colleagues inside Team Chat.

Team Chat supports internal staff conversations. The client inbox is for communicating with your clients.

Use TAAX Ai to prepare conversation recaps and draft team updates. Review the details before sharing.

Bring your team into the conversation.

See how Team Chat fits into your TAAX Pro workspace.

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