Client Experience
Seamless collaboration, effortless administration.
Why CX?
Top TPAs aren’t just managing clients—they’re delivering exceptional experiences. Stax.ai CX eliminates scattered emails, manual data wrangling, and missed deadlines, giving you a streamlined, automated way to serve plan sponsors. With seamless collaboration, smart workflows, and real-time insights, you stay ahead of every request, every deadline, and every client need. The best TPAs aren’t drowning in admin work—they’re scaling faster, winning trust, and setting new standards.
Streamline Every Touchpoint
Deliver seamless client experiences from onboarding to annual administration. Automate workflows, manage tasks effortlessly, enhance communication, and collaborate with plan sponsors in one powerful platform.
Automate
Eliminate repetitive tasks and data entry with smart workflows.
Collaborate
Keep everyone aligned with centralized communication and shared workflows.
Manage
Track every client request, deadline, and document in one place.
Enhance
Provide plan sponsors with real-time insights and seamless interactions.
Census and Payroll Automation
From Collection to Compliance, Seamlessly Automated. Eliminate manual workflows and back-and-forth with plan sponsors.
Connect to 200+ payroll providers for real-time data sync.
Enable payroll report uploads for plan sponsors not connected to integrated provider.
Use AI-powered scrubbing and validation against plan provisions, ensuring compliance.
Simplify census scrubbing and review with an intuitive interface for TPAs and plan sponsors to fix issues collaboratively.
Reduce errors, ensure compliance, and save valuable time for your team.
White-label Client Portal
A Modern Experience Tailored for Your Clients. Transform the way plan sponsors interact with you through a customizable, branded client portal.
Track tasks and timelines in real time for greater transparency.
Access plan data and documents in a centralized location.
Upload payroll reports and documents with ease.
View employee data and contributions through an intuitive interface.
Leading TPAs are elevating client relationships with a seamless, branded portal for secure collaboration and real-time insights.
AI-powered Inbox, To-do, and CRM
Stay organized with an AI-driven inbox, smart to-dos, and a CRM designed for seamless client management.
AI-Powered Inbox
Connect emails directly to client records and receive suggested responses, summaries, and sentiment analysis to keep communications flowing.
To-do and Workflow Automation
Assign tasks automatically based on emails, project timelines, and compliance requirements. Never miss a deadline or forget a follow-up.
Built-in CRM
Connect emails directly to client records and receive suggested responses, summaries, and sentiment analysis to keep communications flowing.
Top TPAs are saving time, staying proactive, and effortlessly managing client requests with AI-powered organization.
Unmatched Insights for Smarter Decisions
Gain real-time visibility into every plan, task, and client interaction—empowering smarter decisions and proactive TPA management.
Data That Drives Decisions
Create intuitive dashboards tailored to your goals—track plan performance, optimize operations, and identify growth opportunities with clarity and precision.
Custom Reports, Your Way
Design reports with any field combination to meet your exact needs—whether it’s sales forecasting, compliance tracking, or financial planning.
Faster, Smarter Actions
Real-time insights eliminate guesswork. Instantly identify bottlenecks, ensure compliance, and optimize resources for maximum efficiency and profitability.
For CFOs and COOs, Stax.ai CX’s dashboards and reporting tools are game-changers. They don’t just show you data—they empower you to predict trends, drive efficiency, and achieve exceptional results.
For Financial Advisors and CPAs
Strengthen partnerships with financial advisors and CPAs through seamless collaboration, shared insights, and automated data workflows—ensuring accuracy, efficiency, and better client outcomes.
Full Access for Better Collaboration
TPAs can chare clients, plans, and payroll/asset data securely with advisors and CPAs, helping them provide tailored guidance to plan sponsors.
HCE Insights for Advisors
Leverage automated insights about highly compensated employees (HCEs) to enable advisors to target them for wealth management opportunities.
Advisor Campaign Tools
Advisors can use CX to launch marketing campaigns and manage deals, turning retirement relationships into comprehensive wealth strategies.
Top TPAs are building stronger advisor and CPA relationships—automating data sharing, improving accuracy, and delivering unmatched client service.
Your Centralized Resource Hub
Simplify workflows and collaboration with a one-stop system for templates, forms, and team knowledge.
Project and Email Templates
Launch workflows and communications faster with reusable, customizable templates designed for efficiency.
Smart Forms
Deploy dynamic web and PDF forms for data collection and seamless digital signing workflows.
Modern Knowledge Base
Keep team resources organized with “Pages,” our sleek alternative to Notion and Confluence.
Empower your team to work smarter and faster with a centralized hub for all your operational needs.
Drive Sales with Automation
Turn efficiency into growth—automate client onboarding, streamline proposals, and accelerate deal closures with AI-powered workflows.
Custom Sales Funnels
Tailor your pipeline to your process and keep every deal on track.
Workflow Triggers
Automate projects and tasks when deals advance through funnel stages.
Real-Time Forecasting
Gain actionable insights for planning and hitting your revenue targets.
Top TPAs are closing deals faster with automated follow-ups, seamless onboarding, and AI-powered sales workflows.
Elevate Your TPA Firm with CX
Discover how leading TPAs are streamlining operations, saving time, and scaling effortlessly. Talk to an expert today!
Discover how leading TPAs are streamlining operations, saving time, and scaling effortlessly. Talk to an expert today!
How it works
Enhancing how TPAs handle client communications.
Effortless Client Collaboration
Securely share documents, track progress, and streamline communication with plan sponsors in one place in a modern, white-label client portal.
Seamless Payroll Integration
Automate payroll data collection with direct API connections or quick, hassle-free file uploads.
Smart Data Scrubbing and Validation
AI-powered scrubbing instantly flags and corrects errors, ensuring compliance and accuracy.
Simplify Census Management and Export
Review, fix, and export or transmit clean census data to compliance systems in seconds.
Focus on What Matters
Eliminate manual tasks so your team can focus on client success and business growth.
"Stax.ai’s modern portal design is the unicorn I’ve been searching for. Plan sponsors, financial advisors, payroll vendors, and compliance consultants all seamlessly have access to the information they need...This is a game changer."
Key Benefits
Revolutionizing client communication.
Time-Saving automation
Reduce the time spent on routine tasks, such as payroll data entry and email follow-ups, with smart automation.
Greater Control
Gain full visibility into plan activity, client communications, and data workflows. Our platform provides the tools you need to manage every detail efficiently, keeping your operations organized and compliant.
Enhanced Accuracy
Leverage AI-powered tools to validate census data against plan provisions, ensuring compliance and reducing costly errors. Trust your data to be correct the first time, every time.
Scalability
Grow your TPA firm without needing additional resources by scaling operations efficiently within one system.
Stronger Client Relationships
Deliver a superior client experience through centralized communication, real-time updates, and seamless collaboration.
Automate your Census Workflow.
Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.
Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.