Meaningful actions across clients, invoices, tasks and credentials are logged and filterable, so you can always see who did what and when.
The challenges
- No way to tell who changed an invoice or a client.
- Disputes about who saw or changed a credential.
- Staff actions that cannot be reviewed.
- Compliance questions you cannot answer.
Example workflow
- A user creates, edits or deletes a record.
- Taxwise writes the action to the activity log.
- An admin filters the log by user, area or date.
- The history answers who did what and when.
How Taxwise helps
Firm-wide log
Actions across clients, invoices, tasks and credentials in one place.
Filters
Narrow the log by user, module or date.
Accountability
Everyone knows their actions are recorded.
Audit-ready
Support reviews and compliance questions with a clear history.
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Start your trial and run your firm’s lifecycle end-to-end on Taxwise — from sale to ledger.
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