Taxza’s activity log and audit trail records every meaningful action across the platform — from admins, agents, staff and clients to tasks, invoices, orders and credentials. The log is filterable, so you can answer who did what, and when, at any time, giving your firm complete accountability.
The problem
Without a reliable log, disputes come down to memory. Who changed that invoice? Who accessed that credential? Who reassigned the task? If you cannot answer, you cannot hold anyone accountable or trust your own records.
How Taxza solves it
Taxza records the meaningful actions people take across the system and makes them filterable. Every invoice change, credential access, task move and payment approval leaves a trace — so accountability is a feature of the platform, not an afterthought.
How it works
Actions are logged
Meaningful events across the platform are captured as they happen.
Filter to what matters
Narrow the log by area — tasks, invoices, orders, credentials and more.
Answer with confidence
See who did what and when, for disputes, reviews or audits.
Key capabilities
System-wide logging
Covers admins, agents, staff and clients.
Across records
Tasks, invoices, orders and credentials are all tracked.
Filterable
Zero in on the actions you need to review.
Who & when
Every entry ties an action to a person and a time.
Accountability
Discourages careless or unauthorised changes.
Audit-ready
Support reviews and audits with a clear history.
Benefits
- Answer “who changed this?” instantly.
- Accountability built into everyday work.
- Support for internal reviews and audits.
- Deterrent against careless changes.
- Trustworthy records across the firm.
Example workflow
- An invoice total is questioned by a client.
- You filter the audit trail to that invoice.
- The log shows who edited it and when.
- The matter is resolved from the record, not from memory.
Who it’s for
For firms that need accountability across a team — especially where staff handle client money, credentials and filings.
Audit Trail — questions & answers
Meaningful actions across admins, agents, staff, clients, tasks, invoices, orders and credentials are recorded.
Yes. The log is filterable so you can focus on a specific area or record.
Yes. Every entry ties an action to the person who performed it and the time it happened.
Stop running your firm across ten disconnected tools
Run it on one platform that sells, invoices, assigns, collects and accounts — automatically. Start your free trial today.
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