TRX Software

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Contact Management

You can view the list of all your existing clients. You can do a quick search to filter the client results. You can add a new client or you can click on any client record and view or update the information of the client.

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Appointment Management

The appointment details page is divided into time slots of fifteen minutes, to give a good view of the day's schedule. You can add a new appointment in any time slot. You can also set email and SMS reminders.

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Referral Management

You can select a required client and add the details of the person who referred the client. Also information such a referral fee, referred year, payment status, etc can be captured. You can also delete an existing referral record.

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Account Management

You can select the required client and manage the client's payment records. You can add a new receivable entry from here. Several details such as payment amount, due date, payment status, etc can be captured.

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Testimonials

" My experience with TRX Software has been wonderful. The staff is so patient and kind. I was pleasantly surprised to learn how willing they were to work with me to ensure that the software is exactly what my firm needs. I highly recommend them...... and their awesome product."
- Darcie M. Kruger
AccuPro Accounting, Inc.

" TRX Software - Business Management has revolutionized my office. We are able to send interoffice messages and with the sound of a beep know that there is a new message awaiting. The system even keeps track of my payables and receivables! This software rocks!!! And my clients were impressed with the email and text message appointment reminders. This was the best money I've ever spent on software and I highly recommend every tax preparer use TRX Software - Business Management"
- Charise Manuel
C & E Financial Services
Aurora CO