Stax.ai, Inc

Asset Reconciliation checks a record keeper's year-end figures against your client's census in Stax.ai CX.

What is Asset Reconciliation?

Learn how to walk through reconciliation for a retirement plan in CX.

What is the reconciliation queue?

Andrew Flowers

Upload or connect your trust reports to CX for automatic reconciliation and 5500 autofill.

Asset Reconciliation

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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