Stax.ai, Inc

Learn how to report on the contacts assigned to your companies.

How To Report on Contacts Assigned to Your Companies

Learn how to drag and drop payroll files into CX for processing.

Drag and Drop Payroll Uploading

Export client, plan, and to do data directly to excel.

Exporting Data To Excel

Understand how to set up your census data collection and review projects for success.

Creating a Census Data Collection Project

Export pay data from individual reports or API connections.

Exporting Payroll Data For Specific Date Ranges

Use due dates to report on specific timelines and ensure your team works on what is priority.

Setting Task and Project Due Dates

Set up user groups to give your staff access to the right features at the right time.

Creating User Permission Groups

Remind your clients when tasks are nearing or past their due date.

Sending Client Task Reminders

Get ahead of census season and help your plan sponsors connect payroll.

Connecting Payroll Ahead of Census

Andrew Flowers

Learn how to accomplish key workflows in CX

Use Cases

Create a custom design with text, images, and links

Changelog

Privacy Policy

Legal

Company

Trust Accounting

CX Platform

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.