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DynaTax AI

Team chat

Talk about the work without the client in the thread.

Start 14-day free trial

Included in: Professional plans

Internal chat per firm and per client engagement, separate from what the client sees.

The client is not in the room

Internal channels are separate from client messaging, so staff can talk plainly.

Per firm and per engagement

General channels for the practice, plus channels tied to a project.

It stays with the work

Discussion sits beside the engagement rather than in a general-purpose chat tool.

How it works

  1. 1

    Create a channel

    For the firm, or for a specific project.

  2. 2

    Bring the right people

    Members of the firm, not the client.

  3. 3

    Keep the thread with the job

    Conversation stays attached to the work it is about.

Team chat questions

Works with

AI tax research

Ask a complex tax question and get an answer citing the code, regulations and IRS guidance.

Firm management

Members, roles, engagements and a view of who is carrying what across the practice.

Time tracking

Track time against an engagement and pull it straight onto an invoice.

Try team chat free for 14 days

No credit card required. Bring your existing books with you — imports never count against your plan.