Stax.ai Universal Roadmap

Separate plan years

Stop accounts that were Zeroed out in 2024 and 2025 from showing up in 2026 as missing statements.

Creating your own admin status on the Plan Admin Page in CX

Currently, the plan admin page has predetermined admin status’s that you can choose from. Based on specific workflows from each TPA, the option to create your own admin status categories could help optimize how a TPA tracks the status of their workflow. Based on functionality of the page, these would have to be manually updated by the TPA, since they would be different across the board.

Payroll company to add

We have a plan sponsor that is requesting Vista be added to the list of payroll integrations

Added Assignee to Generating Reports inside of TPA Assets

In TPA Assets, you are able to generate reports and schedule those reports to go out. There is no filter for an assignee of the plan it falls under, this would add an ‘assignee’ field to those selectable options.

Add a Filter for Date Range in Project & Task Level

This data range filter would help to sort through items started in a plan year or a certain custom range. Would also allow generating reports to be filtered easier beforehand.

New Task Status 'Not Needed'

On tasks, there is a status it can be set to, ‘Complete, In Progress, To-do’. This would allow tasks to be set to a new ‘Not Needed’ status where it completes the task but when reporting is done, it allows for the reporting to show that the task wasn’t actually ‘Completed’, but just marked as ‘Not Needed’ for that particular project.

Create an option to "Remove" Payroll Connection

When Plan Sponsors attempt to connect, they may just go through terms page or select provider and never put in credentials, but they get into the ‘awaiting client’ status. You are not able to actually disconnect, because there were no credentials inputted. Need an option to “Remove” payroll connection instead of just “Disconnect”.

View formatting

It would be nice to have a single line/column option in the views. The current double column set up limits the length of data displayed. It also makes it a little harder to read when it’s jumbled over two columns.

List Management

In other providers, I have been able to exercise complete control over the values in a list. For example, if I did not want “New” as a status for a plan, I could just delete that option and it would never show up again. I would like to have the ability to add or remove values from every list (e.g., Status, PYE, etc.)

Multiple Signers for a Single Document/Form

Feature Description Enable clients to assign multiple authorized signers to a single document or form within Stax.ai CX. Each signer should be able to review, sign, and timestamp their approval, with the system recording a full audit trail. Rationale Currently, many benefit and payroll forms require the approval of more than one stakeholder. Limiting documents to a single signer creates delays, workarounds, and compliance risks. Allowing multiple signers will: Improve compliance: Ensures all required parties approve before submission. Reduce delays: Eliminates the need to pass documents around manually or outside the platform. Provide transparency: Built-in audit trail shows exactly who signed, when, and in what order.

Sharing Multiple Public Files with a secure share link/folder

Currently in CX, if you are wanting to share a file securely to someone who does not have client portal access, you can only share one file at a time. If you are wanting to share multiple files, you have to create multiple links. You can create a shared folder, that a person outside of the client portal can have access, however, that is only to upload files. Not download them. The feature request would be to either allow to select multiple files and create one link to share to public users. or Allow the public shared folder to upload and download files.

Email Notification of Updates Made to Contacts on Client Portal

It would be awesome if the Analyst/Administrator at our company assigned to a plan could recieve an email notification of any updates to plan or external contacts that are made on the client portal, so that we can ensure all of our databases are updated. A clear notification in CX would work as well.

Search Landing Page

It would be nice when searching for anything in the magic bar, if a window or page came up showing you all projects, tasks, the client, and the plans associated with the person, plan, or company you are searching.

Ability To Filter By Internal Role and Bulk Reassign by Internal Role, instead of Individual Employee (User)

I would like the ability when looking at projects or plans to filter by Internal Role and reassign projects by internal role, instead of just the user name.

Extract data from forms

It would be useful if we could extract all data from a created form (multiple responses) into a single spreadsheet.

Editing Website Addresses on Company Permission Scope

We’re adding permissions and safeguards for editing the website field. Only authorized users will be able to update it, and they’ll see a clear confirmation message explaining the impact before saving changes.

Fee Schedules, Invoicing/Accounting software Integration

Implement functionality that allows TPAs to input and manage their fee schedules, with automated invoice generation and delivery options available either through integration with external accounting software or natively within the platform.

It would be helpful if the notification email listed the plan/company it is related to.

Save Automations: Add the ability to make the saving automation run based off of a condition

We have seen multiple teams use the save automation to save a file to the client directories, however, sometimes these save automation are looking for a file that might not exist at that time. Thus, making the automation fail. For example. In the APQ, if they are asking the plan sponsor to “provide a fidelity bond if available”, they are adding a task to the project to save that file to the client directories. However, if the plan sponsor does not provide a file, the automation would run and fail saying “no file to save”. If you add the conditional option to save automation, you could make it run if a file is present. If no file, mark automation/task as complete.

Ability to for admins/managers/leaders to filter or sort the home dashboard page by User

When first logging into CX, each individual user gets to see their personal ‘ daily brief ‘. This feature would allow someone with the right permission scope to filter or sort between different admins task so managers/leaders can check on the work of their employees and be able to export those results, if needed. Multiple individuals could be filtered on at the same time. Their projects and tasks would then show up for those with the right permissions.

Updating address fields

I didn’t see that this had been reported, but when I try to update an address field the fields that come up are black and so is the text, so it’s difficult to see what you’re entering.

Annual Plan Administration Status

Help TPAs better understand where their plans are in the overall plan lifecycle and clean up disparate data across the platform.

Sorting and Filtering of Lists

It would be helpful to be able to sort all lists of plans and clients alphabetically. It would also be helpful to be able to filter lists of plans within Stax. I need to reduce the visual clutter. For example, in my dashboard I have a section called Plan Termination Non-PBGC. I want to be able to see only those projects whose next task is Generate Invoice for Final Bill. I can sort the next task in alpha but then I still have to sort through a bunch of tasks.

Company and Ownership Information Change Notifications

The challenge: Important updates to company details (like ownership, payroll, or contacts) often happen outside of census season. Today, those changes can be hard to track, creating compliance and communication gaps. The feature: You’ll be able to enable notifications that alert you when key company or contact information is updated in the portal. A single daily email will summarize all changes, so you stay informed without extra noise.

Payroll Connection Notifications

Send email notifications to plan sponsors when payroll disconnects or requires re-authentication.

Clarify Required Data Fields in Payroll Report Upload Instructions

Suggestion: Update the payroll report upload section to explicitly mention full Social Security Number (SSN) and total hours worked as required fields when collecting census data. Rationale: The current instruction only specifies "SSN (at least last 4)" and does not mention hours worked. Since full SSN and hours worked are critical for plan compliance and eligibility tracking, they should be clearly called out in the interface. Example Update to UI Instruction: “To ensure complete census data, please include the full Social Security Number (not just last 4 digits) and total hours worked for each employee in your payroll report.” This clarification will help plan sponsors submit accurate data the first time, reduce manual follow-up, and support smoother data mapping into the system.

Ability to delete options in "Generate Custom Report'

When in To-do, under Projects or Tasks, you can click on “More” and Select Generate Custom Report”. This will allow you to either generate from a previous list of created reports or create a new custom report. In this option though, there is no way to truly “delete” maybe one that was made in error or is no longer needed.

Configurable Task Visibility Scheduling

Feature Details: Deferred Visibility (Start Date): Allow users to set a specific date when a task should first become visible in the dashboard/task list (e.g., “Show on December 1, 2025”). Optional Visibility End Date (windowing): Allow users to define a date range during which the task remains visible (e.g., “Show from October 1 to November 15”). Visibility Control Options: Default behavior: Tasks are visible immediately upon creation. New option: “Set task visibility date(s)” Start Date: when to begin showing the task End Date (optional): when to stop showing the task Tasks outside the defined window are hidden unless manually searched for or viewed under a “Deferred Tasks” filter. Rationale: Reduces dashboard overload by hiding long-term or non-actionable tasks until relevant. Supports seasonal and compliance-based workflows by letting tasks appear and disappear in alignment with regulatory deadlines. Encourages proactive task planning without burdening daily task views.