#1 Marketplace App and Practice Management Platform
Powerful two-sided platform for
practice management
and client connections
TAAX Pro is the single solution that streamlines your entire
client lifecycle, from initial contact to deal completion.
5 stars
Transform your business: Our numbers speak for themselves
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100%
User satisfaction
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14+
Apps consolidated
-
10x
More client bookings
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$21k
Saved per office each year
Experience the Power of the #1 Marketplace Search App
Grow your business and expand your industry reach.
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Mortgage Broker
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Realtor
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Accountant
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Bookkeeper
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Attorney
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Financial Advisor
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Investment Banker
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Credit Specialists
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Notary
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Insurance Agent
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Consultant
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Tax Preparer
Your membership includes a Live Business profile on TAAX APP
Recent TAAX APP Listings
Certified listings have proven to increase bookings 10X
End to End Client Management
Seamless workflow experience
Create boards for smarter project
workflow
Your team's command
center for getting things done.
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Create a Board for any project
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Drag and Drop between list
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Attach files to any card
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Assign tasks to Team Members
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Set Priority Levels

Streamline onboarding and data
collection
Capture accurate data efficiently
with the power of custom forms!
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Drag-and-drop
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Conditional questions
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Q and A
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Multiple choice
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Smart Automation
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Smart Automation

Getting paid is now faster
than ever
Multiple payment options, offering
your client’s more convenient
ways to pay
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In-app Payments
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Payment Links
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Custom Branding
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Live Preview
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Offer Subscriptions
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Stripe Integration

Simplify File Sharing
& Ensure Client Data Security
Easily receive customer documents
stored on our secure cloud server.
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Seamless document collection
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Smart PDF merge tool
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Private attachments
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Auto year grouping
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Move, copy, rename
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Quick preview

Local, toll-free, or
a memorable vanity number
Make and receive calls directly through
your dashboard or mobile app.
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Inbound/ outbound calling
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Unlimited extensions
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Group ring/ Round robin
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SMS, MMS
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Virtual voicemail
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Call forwarding

Modern, cloud-based tax software
for professionals
File everything from 1040 to 1120 returns and more from any device.
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Effortless e-filing
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Easy data entry wizard
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EFIN flexibility
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Bank products and refund advances
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Unlimited users

We’re your partner in business
growth.
We provide everything your business requires to flourish and expand. From a top-notch Marketplace to efficient Appointment Management and cutting-edge Tax Software, TAAX App makes it effortless for you to elevate your business to new heights!


Save time and money:
Stop overpaying for multiple
subscriptions and services.
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Effortless Marketing:
Reach new clients with our built-in customer search app. Let them
find and book your services with ease. -
Streamlined Workflow:
Manage appointments, share documents, and communicate with
clients - all from a single, powerful online dashboard. -
Time-Saving Tools:
Free yourself from tedious tasks and focus on delivering exceptional
service.
Seamless data exchange between the pro and customer apps
Client mobile app
The Customer App automatically exposes your business nationally.
Customers can search, book, communicate and send documents
via the app.
5 Stars in App Store and Google Play
Pro mobile app
Professionals can access all of the tools on one easy platform. Build
stronger relationships and deliver exceptional service, regardless
of location.
5 Stars in App Store and Google Play
Game changing technology helps people just like you.
See what our users are saying.
Experience the All-in-One Platform Built for Your Success



PRODUCT AND TRAINING VIDEOS
Unlock the Full Potential of Our Platform with Instructional Videos & Tutorials.
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Get Started Fast:
Set up your account and start exploring the powerful features of TAAX APP in just minutes. No complex configurations or lengthy onboarding processes.
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Focus on What Matters:
No more juggling multiple apps and platforms. Experience the simplicity of managing your busy workflow with ease.
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Experience the All-in-One Advantage:
TAAX APP is your one-stop shop for success. Manage appointments, streamline workflows, connect with clients, and more – all from a single, user-friendly platform.
ONBOARDING
Seamless Setup, Personalized Support - We're Here to Help You Succeed
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Simple Setup:
Our intuitive interface and clear instructions make setting up your account
and staff profiles a breeze. -
Dedicated Support:
Have questions or need assistance? Our team of dedicated representatives is readily available to provide personalized support every step of the way.
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Focus on Your Business:
We prioritize your success. TAAX APP empowers you to get started quickly and confidently so you can focus on delivering exceptional service to your clients.
Need Help?
Frequently Asked Questions
Start Your 14-day Free trial
No credit card required
Register Now