Context that survives a handover
When a colleague picks up a client, the discussion history is already there no forwarding, no screenshots, no asking who spoke to them last.
Team Chat
Conversations that stay with the client
Most of what a firm knows about a client is in a chat thread somewhere. When that thread lives in a personal messaging app, it leaves with the person. AudiTax keeps the conversation attached to the client record.
Inside the firm's workspace
Chat sits in the same workspace as the client, the documents and the tasks, so a decision and its evidence are not in two different products.
One place for client work
Work, files and the conversation about them stop being spread across three tools that nobody reconciles.
Frequently asked questions
- Is chat tied to a client?
- Yes conversations stay attached to the client and the work they concern.
- Can clients themselves join the chat?
- Team chat is for your firm's own team inside your workspace.
- Is chat available on all plans?
- Team chat is a plan-gated feature, available on the plans that include it.
- What happens when a team member leaves?
- The conversation stays on the client record rather than leaving with the individual.