You've completed the Getting Started essentials: logging in, setting up your profile, navigating the dashboard, understanding companies and plans, working with projects and tasks, connecting email, inviting clients to the portal, and managing files. With that foundation, you're ready to explore the deeper capabilities that make CX a purpose-built platform for TPA operations.

Below is a guide to the major feature areas you'll want to explore next, organized by the workflows they support. Each links to the relevant help center collection where you'll find detailed articles.

Connect a company's payroll provider (ADP, Paychex, Gusto, and 70+ others via the Finch integration) to automatically pull compensation data into CX. Once connected, census data flows in without manual spreadsheets. You'll configure compensation mapping to translate payroll source fields into plan contribution types like 401k deferrals, Roth contributions, and employer matches.

CX manages participant records, census data collection, eligibility calculations, and data scrubbing. Census collection projects can be launched from templates, with automated reminders to plan sponsors who haven't submitted their data yet. Uploaded census files are automatically scrubbed for errors, missing values, and format issues.

Each plan record contains its full provision set: eligibility requirements (age, service, entry dates), compensation definitions, contribution formulas (matching, profit sharing, safe harbor), vesting schedules, and loan policies. These provisions drive census calculations and compliance checks.

The Library is where your firm's institutional knowledge lives. Create project templates that encode your best practices — every task, automation, due date, and required data field — into reusable blueprints. Stax.ai also provides curated templates for common workflows like census collection, 5500 filing, and client onboarding.

Automations are actions that CX executes automatically when events happen. When a task is completed, CX can send an email, invite a client to the portal, launch a follow-up project, write data to a plan record, or transmit information to an integration partner. Automations are configured on project templates and individual tasks.

Beyond inviting individual contacts, you can customize the portal experience: add your firm's branding (logo, colors), configure which data and features are visible, manage user permissions, and create delegate sessions for temporary one-time access.

CX provides standard dashboards for monitoring your book of business, as well as configurable reports that export project and task data with customizable columns and filters. Reports can be saved and shared with your team.

You have a clear roadmap of what to explore next. Rather than trying to learn everything at once, pick the feature area that matches your most immediate need — whether that's connecting payroll before census season, setting up templates for your firm's standard workflows, or configuring the portal for a new client onboarding.