TadixTadixOS

Client 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.

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For modern tax firms · No tax-software replacement required

TTadix OS
Firm workspace

Good morning

Your firm's work, in focus.

Here's what needs attention today.

+ New
04

Cases needing attention

12

Documents to follow up

08

Appointments this week

Today's work

Clear next actions with visible ownership.

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Request 2025 W-2

Maya Ali

Due today

Review return details

Adam Hassan

Assigned to you

Confirm client appointment

Sarah Ahmed

2:00 PM

Built for the actual work

Less searching. Fewer dropped handoffs. A clearer firm day.

01

A clear home for every client

Keep each client’s documents, messages, tasks, and case history together—so no one is chasing context.

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.

A calmer operating system for your firm

Give every client a clear next step.

Start a Tadix workspace and bring your clients, operations, and team into focus.

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