01
A clear home for every client
Keep each client’s documents, messages, tasks, and case history together—so no one is chasing context.
TadixOSClient and operations workspace
Run the work around your tax firm—not around your inbox.
Tadix gives your team one calm workspace for clients, document follow-ups, appointments, and case ownership—alongside the tax software you already trust.
For modern tax firms · No tax-software replacement required
Built for the actual work
Less searching. Fewer dropped handoffs. A clearer firm day.
02
Work the firm can actually see
Give every next step an owner and deadline. Tadix makes handoffs, reviews, and follow-up visible.
03
Built around your tax software
Tadix organizes the work around the systems your firm already uses. It never asks you to replace them.
How it works
One private link in, a reviewed case out.
Your client answers a short questionnaire and uploads documents through one secure link. Your team reviews everything in Tadix: anything missing gets a reminder, and anything unusable goes back with the reason. Then the ready case goes into the tax software you already use.
A calmer operating system for your firm
Give every client a clear next step.
Tadix is in a private pilot with a small group of tax firms. Tell us about yours.
Join the pilot