Real-time team messaging channels built into TaxScout — discuss clients, share files, and coordinate during tax season without switching to a separate app.
During tax season, CPAs constantly coordinate: "Did you review the Johnson W-2?" "The Smith 1099-B looks wrong." "Who's handling the extension?" These conversations happen in Slack, Teams, email, and text messages — none of which are connected to the clients, documents, or pipeline you're discussing. Every context switch costs time. Every lost message costs money.
TaxScout's built-in team chat puts conversations right where the work happens. Create channels per team, topic, or project. Discuss clients while their documents, pipeline status, and filing readiness are one click away. No more switching apps. No more lost context.
Create channels per team, topic, or project. Keep conversations organized and searchable.
Unread count badges per channel. Channels with unread messages sort to the top so nothing gets missed.
Instant message delivery powered by WebSocket connections. No polling delays.
See teammate names, roles, and avatars alongside messages. Know who said what at a glance.
Share documents within chat threads. Reference client files without leaving the conversation.
Channels are private to your organization. No data leakage between firms.
Set up channels for your team, projects, or topics. Channels are private to your organization.
Talk about clients while their documents, pipeline status, and filing readiness are one click away. No app switching.
Drop documents directly into chat threads. Reference specific client files without leaving the conversation.
Unread count badges per channel. Channels with new messages sort to the top so nothing gets missed.
TaxDome and Canopy have no built-in team chat — firms use Slack ($8.75/user/mo) or Teams alongside their practice management tool. Karbon has basic comments but no real-time channels. TaxScout eliminates the Slack subscription and context switching by building team messaging directly into the platform.
For tax-season team coordination, yes. TaxScout's team chat is designed for the conversations that happen around client work — document reviews, pipeline questions, extension coordination. Your existing Slack/Teams stays for non-tax communication.
Book a 15-minute walkthrough and see how it fits your firm.