Taks helps companies organize work, automate routine, and get 100% visibility into team progress.
As a manager, you have no idea what's actually happening until you ask. Taks gives you a real-time dashboard with live status for everything.
Spreadsheets don't send notifications. Taks alerts you to upcoming client deadlines before they become critical.
The same tasks for the same clients, every month. Automate them with templates and save hours of planning time.
Built for anyone juggling deadlines across multiple clients or projects who can't afford anything to slip through the cracks.
All clients, projects, or whatever you track — all tasks and deadlines in a single view. Filter by status, due date, or assignee.
Define templates for annual, quarterly, and monthly obligations. Taks automatically generates all future tasks on schedule.
Track team productivity, delays, and completed work. See who's overloaded and where things are falling behind — instantly, without asking.
Assign tasks to teammates, keep internal notes on every task, and maintain a complete view of each team member's progress.
Every change is recorded with a timestamp and the user's name. You always know who did what and when.
Automatic emails when a task is assigned and when deadlines are missed. Your team always knows what's urgent — no manual nudging required.
Three steps to full control over all your client obligations.
Import your list of obligations and create templates for recurring work: tax filings, financial reports, projects — whatever you need.
Based on the schedule you define, the system automatically creates all upcoming obligations and assigns them to the right people on your team.
Track progress in real time. Spot delays immediately, receive email notifications, and always stay in control.
Firms that switched from Excel to Taks.
I was managing 47 clients across 12 spreadsheets that were supposed to "complement" each other. Every tax season I'd realize late at night that I'd missed something. Two seasons have passed without that feeling. Pure peace of mind — I can't describe it any other way.
We have around 60 clients and hundreds of procedural deadlines each year. Every single one used to be entered manually in three separate places. Taks eliminated that redundant work — and with it, the human error that inevitably comes with manual entry.
We gave Excel a chance. We gave Trello a chance. We gave Notion a chance. This is the only tool where the team actually opens the app without someone having to remind them.
Choose the plan that fits your team. No annual commitments.
For teams who want to try Taks and have a smaller client base.
Start for freeFor growing teams that need full functionality and seamless collaboration.
Try free for 30 daysFor larger teams with no limits and priority support included.
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