Modern communication
Why it makes sense
Efficient client communication is the foundation of fast, error-free accounting service. Communication in TAXY brings together messages, notes and ticketing right next to client records and documents. No more searching through emails or lost conversations. Requests get resolved faster and there's less noise in the communication.
Integrated chat with ticketing features
Conversations in the context of a document or client
Better client relationships
How does communication in TAXY work?
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The client opens a ticketnotifications_active
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The accountant gets a notificationmark_chat_unread
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The reply is available instantlyinbox_text_share
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Documents are shared right in the conversationhistory
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The communication history is preservedKey features of communication in TAXY
TAXY's integrated communication system enables efficient communication between clients and accountants.
Integrated chat
A modern chat system enables quick communication without switching between different applications.
Smart notifications
The system automatically flags important events. Clients and accountants always know what they need to know.
Document sharing
Documents are shared right in the conversation. No email attachments, no lost files.
Client communication
Clear communication with status labels
All conversations in TAXY show clear status labels — who should reply (accountant/client) and what the priority is. You can filter by status or assignee, assign a responsible colleague on either side and archive resolved threads. Everything is audited, available for review and makes closing requests quick.
The traditional approach vs. working in TAXY
How client communication changes with modern tools
Emails and phone calls
Lost emails and long threads
Waiting hours for a reply
Cumbersome document sharing via email
No conversation history
Endless phone calls and back-and-forth
Communication with TAXY
All conversations in one place
Instant replies and notifications
Document sharing right in the chat
A complete history of all interactions
Concise and efficient communication
Improve communication with clients
Modern communication tools bring a better experience for clients and more efficient work for accountants. Start communicating smarter.