Taxydo

A problem worth solving.

When every client is at a different stage, the work can disappear into inboxes, spreadsheets, and follow-ups. Tax offices need a clear picture of what happens next.

Connect the right pieces.

Taxydo brings file tracking, staff assignments, and client access into a shared workflow. Owners can see workload and bottlenecks; team members can focus on the next task.

• Per-file workflow and assignment tracking
• Workload visibility and bottleneck reporting
• Separate client and staff portals
• Product tour and self-service onboarding