• Appointment Manager
  • AI Automated Marketing
  • Tax Software
  • Video Meetings
  • Instant Messaging
  • Document Management
  • Custom Form Builder
  • Virtual Business Card

#1 All-in-One Booking Platform for Tax Professionals and Accountants

We’re your partner in business growth. We provide everything your business requires to flourish and expand. Try our All-in-One booking platform for Tax Professionals and Accountants, offering comprehensive tools to efficiently manage client meetings and appointments, ensuring you never miss an important engagement again. Our AI-Powered Marketplace search app automates your marketing allowing you to reach new clients and get more appointments. Here is what we have got on board.

Unlock the Power of the TAAX APP:
Business Growth Engine

Save time and money with all of your essential business tools set into a single powerful online dashboard.

The TAAX App All-in-One system can be used in various industries.

Tax Preparer → Mortgage Broker → Realtor → Accountant → Bookkeeper → Attorney → Financial Advisor → Investment Banker → Credit Specialists → Notary → Insurance Agent → Consultant →

Appointment Management

Never Miss an Appointment Again:
Simplify Scheduling with TAAX APP

Experience the power of our Intelligent Appointment Calendar, seamlessly integrated into our customer booking platform. Whether you’re a single user or part of a multi-office team, our system allows for direct booking. You can even set up multi-user access for your staff. Empower your team with a seamless, efficient booking system that keeps everyone organized and on track. Enhance collaboration and client satisfaction with our comprehensive tools, which combine features worth over $400 if purchased separately. Here is what we have got for Professionals.

  • 1

    Auto Appointment Approval:

    Streamline your workflow by automating
    appointment approvals.

  • 2

    Contact Import:

    Easily import your existing contacts from your
    current system.

  • 3

    Automated Reminders:

    Keep your clients informed with automatic
    appointment reminders.

  • 4

    Last-Minute Cancellations:

    Fill those unexpected gaps in your
    schedule efficiently.

  • 5

    Staff Appointments and Statuses:

    Get a comprehensive view of your entire staff’s
    appointments and their current statuses.

  • 6

    Social Media Integration:

    Seamlessly connect with your audience on
    Instagram, Facebook, and more.

  • 7

    Embeddable Booking Widget:

    Share your booking widget anywhere—on your
    website, social profiles, or emails.

  • 8

    Integrated Payments:

    Accept payments directly through our Tax Software.

See Full Feature List

Automated Marketing

Grow Your Business on the TAAX APP
Financial Services Marketplace

  • National Marketplace:

    Reach a wider audience with a professional profile on our customer search app.

  • Focus on What Matters:

    Spend less time finding clients and more time delivering your expertise.

  • Verified Customers:

    Stay organized and on top of your schedule with intuitive appointment management tools.

  • Build Trust:

    Stand out with a certified listing that showcases your credentials.

Get More Appointments & Verified Clients

Unlock the potential of our National Marketplace by creating a certified Business Profile on the TAAX APP customer search platform. While you concentrate on other essential tasks, our platform ensures you receive more appointments. Additionally, our system verifies customers, minimizing cancellations and fostering trust in your certified listing.

Recent Professional Listings

Your membership includes a Live Business profile on TAAX APP

Instant Messages

Enhanced Client Communication: Secure Messaging

Stay connected with your clients and provide exceptional service before, during, and after appointments with TAAX APP's integrated messaging system.

Improved Communication:

  • Direct Messaging:

    Communicate securely with clients directly through our platform. No need to exchange
    personal contact information.

  • Streamlined Workflow:

    Pre-screen clients and gather essential details before appointments. This saves valuable
    meeting time and allows you to provide personalized service.

  • Enhanced Client Experience:

    Follow up with clients after appointments to answer questions and ensure their satisfaction.
    Build trust and foster stronger relationships.

TAAX APP fosters seamless communication, empowering you to deliver a superior
client experience. Sign up for a free trial today and see the difference!

Virtual Meetings

Connect with Clients Seamlessly: Anytime, Anywhere

Simplify Collaboration and Expand Your Reach with Integrated Virtual Meetings. The world is virtual, and so should your business! TAAX APP makes connecting with clients easier than ever with our seamlessly integrated video meeting solution.

Effortless Collaboration:

  • Integrated Video Meetings:

    Conduct secure video meetings directly through our user-friendly dashboard and
    mobile app. No need for switching between platforms – everything is conveniently
    located in one place.

  • Eliminate Errors:

    Forget fumbling with meeting links and codes. TAAX APP features automatic meeting buttons, taking the guesswork out of scheduling your virtual appointments.

  • Expand Your Reach:

    Break down geographical barriers and connect with clients across different states
    with ease. Virtual meetings allow you to offer your services to a wider audience and
    grow your business exponentially.

TAAX APP helps you build stronger relationships and deliver exceptional service, regardless of location.
Schedule a free demo today and experience the power of seamless virtual meetings!

Custom Form Builder

Streamline Intake, Gather Client Information & Effortless Data Collection

Collect accurate data efficiently, freeing you to focus on what matters most – building strong client relationships. Sign up for a free trial today and experience the power of custom forms!

Features:
  • Drag-and-Drop Design:

    Create beautiful and user-friendly forms in minutes with our intuitive drag-and-drop interface. Customize everything from question types to layout. Unlimited Forms: Build a library of forms for different situations – intake forms, questionnaires, waivers, surveys, and more!

  • Unlimited Forms:

    Build a library of forms for different situations – intake forms, questionnaires, waivers, surveys, and more!

  • Smart Automation:

    Save time and effort with automatic form triggers. Send customized forms based on client type and appointment bookings. Capture responses and directly store them in client accounts for easy access.

  • Variety of Options:

    Choose from a wide range of question types to gather the specific information you need, including multiple-choice, short answer, and document uploads.

View Our Plans

Document Manager

Simplify File Sharing, Organize Documents & Ensure
Client Data Security

Easily receive customer documents and combine them into a viewable single PDF using our special merge tool. Safely store your client files on our secure cloud server.

Features:
  • Seamless Document Collection:

    Clients can easily upload documents directly through our platform. No more chasing down paperwork!

  • Smart Merge Tool:

    Combine multiple documents from your client into a single, organized PDF with our
    user-friendly merge tool. Save time and improve clarity.

  • Secure Cloud Storage:

    Rest assured knowing all client files are safely stored on our secure cloud servers.
    Access them from anywhere, anytime.

Focus on what matters most – providing excellent service.  TAAX APP takes care of the rest.
Sign up for a free trial today and experience the future of document management!

E-Signatures

Our trusted e-Sign System ensures easy ID authentication and provides a seamless eSignature experience. Enhance your business with adding an eNotary Service to your current Business.

Features:

  • Online Document Signing

    Sign documents, generate agreements, negotiate contracts, and more, all with legally-binding eSignatures.

  • Customer App Integration:

    Upload, verify, and eSign documents in minutes using our user-friendly app.

  • KBA Legally-Binding eSignatures

    Create an eSignature in just a few clicks from your desktop computer or mobile device. You can type, draw, or upload a signature image.

  • Reusable Templates

    Add fillable fields to your documents and save them as custom forms. Collect data from customers with confidence and securely store it on our servers.

Boost Efficiency with Reliable E-Signing Save time and increase conversions with our dependable e-Sign system.
Our solution simplifies the signing process, making it more efficient and secure for your business.

Boost Efficiency with Reliable E-Signing

  • IRS
    Compliant

  • KBA

  • GDPR

  • SOC 2 TYPE II
    Certified

  • 21 CFR
    Part 11

  • HIPAA

  • CCPA

  • MISMO

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.

  • 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.

MOBILE APPS

B2C made Easy and Seamless

Professionals can access all of the tools on one easy platform. The Customer App automatically exposes your business nationally. Customers can search, book, communicate and send documents via the app.

TAAX App Client Portal: Personalized Service, Simplified

Enhance Your Client Relationships with Our Personalized Client Portal

Simplify your client interactions with our user-friendly portal Client Portal. Our intuitive platform allows your clients to effortlessly book appointments, send messages, share documents, and conduct video meetings—all from one centralized location.

  • Seamless Communication:

    Instant Messaging:

    Connect with clients in real-time through secure messaging.

  • Video Conferencing:

    Conduct face-to-face meetings virtually, fostering deeper connections.

  • Efficient Document Sharing:

    Secure File Transfer:

    Easily share important documents with clients.

  • Centralized Document Storage:

    Access and manage files from anywhere, anytime.

  • Simplified Scheduling:

    Online Appointment Booking:

    Clients can schedule appointments at their convenience.

  • Real-time Calendar Sync:

    Stay organized and avoid scheduling conflicts.

  • Personalized Client Experience:

    Tailored Interactions:

    Offer personalized service based on individual client needs.

  • Enhanced Client Satisfaction:

    Improve client satisfaction with streamlined communication and efficient document sharing.

By leveraging the TAAX App Client Portal, you can:

  • Save Time:

    Automate routine tasks and reduce administrative burdens.

  • Improve Efficiency:

    Streamline workflows and boost productivity.

  • Enhance Client Satisfaction:

    Foster stronger client relationships and build trust

Experience the future of client interaction with our intuitive TAAX App Client Portal. Designed to streamline your workflow and elevate your client experience.

Maximize Efficiency and Simplify
your day: Stop being overwhelmed
trying to multitask.

  • Virtual Office:

    TAAX APP is your virtual office, eliminating the need for expensive
    software and complex integrations.

  • Boost Productivity:

    Simplify your workload and free up valuable time to grow your business.

  • Effortless Organization:

    Stay organized and on top of your schedule with intuitive appointment
    management tools.

Tax Software

Cloud Tax Preparation Software for Professionals

  • 100% Cloud-Based System:

    Our tax software operates entirely in the cloud, ensuring seamless accessibility from anywhere. Whether you’re a single user or part of a multi-office team, our platform caters to your needs.

  • Easy Data Entry with Smart Refund Booster:

    Our wizard-based interface simplifies data entry, and our intelligent refund booster maximizes your potential refunds.

  • Bank Products and Refund Advances:

    Offer bank products and refund advances, empowering you to provide additional financial services to your clients.

  • EFIN Flexibility:

    You have options! Use your own EFIN and retain 100% of the profits, or license our EFIN for a 70/30 split—tailored to your preferences.

  • Unlimited Federal and State Returns:

    Prepare as many federal and state returns as needed without limitations.

Virtual Business Card

Simplify Networking and Grow Your Client Base with
Personalized Virtual Business Card

Make a lasting impression and connect with potential clients effortlessly with TAAX APP's custom QR code feature.Effortlessly share your contact details in person or on the move using your personalized QR code Virtual Business Card.

  • Instant Contact Sharing:

    Share your profile details easily at networking events, conferences, or even on your
    business cards.

  • Scan to Connect:

    When scanned, your personalized Virtual Business Card leads clients directly to your TAAX APP profile,
    allowing them to add you to their favorites list for easy future reference.

  • Expand Your Reach:

    Attract new clients and build your network with this convenient and professional way to
    share your contact information.

TAAX APP fosters seamless communication, empowering you to deliver a superior client experience. Sign up for a free trial today and see the difference!

How it works

Experience the All-in-One Platform
Built for Your Success with a
TAAX APP (Free Trial)

Set up your account in minutes—no contracts, setup fees, or cancellation charges. 
  • 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.

  • Focus on What Matters:

    No more juggling multiple apps and platforms. Experience the simplicity of managing your busy workflow with ease.

  • 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.

Ready to elevate your business?

Sign up for your FREE trial of TAAX APP today!

PRODUCT AND TRAINING VIDEOS

Unlock the Full Potential of Our Platform with Instructional Videos & Tutorials.

  • 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.

  • Focus on What Matters:

    No more juggling multiple apps and platforms. Experience the simplicity of managing your busy workflow with ease.

  • 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

  • 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.

  • 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.

Testimoninals

It’s a total business solution. I love being able to run my office virtually from anywhere. It has given me the freedom that I always wanted to have during the busy season.

Thomas Lee - MTP Financial Services

I started using the TAAX App appointment system and saw a quick increase in confirmed meetings with almost zero no-shows.

Lauren Ellis - Ellis and Associates

I love having all of my business tools on one dashboard. Virtual meetings are so much easier with having all of the customer data all in one place.

Mitch Thompson CPA

We joined TAAX App because we initially were trying to save money on all of the various apps. After using it for a month we noticed how much more organized our office was running.

Richard Breene - Diamond Mortgage

The automated marketing has really helped me build my business. I’ve quickly expanded from only having local clients to having national clients using the virtual meetings.

Katy McMicheal - McMicheal Accounting 

Effortless Appointment
Management:

View schedules, book appointments, and manage cancellations – all from a single, user-friendly interface.

Seamless Client
Communication:

Communicate directly with clients through secure messaging, ensuring everyone stays on the same page.

Client Booking Power:

Empower potential clients to find and book your services directly through the TAAX APP customer search app. Expand your reach and attract new business.

Try TAAX App for Free

Setup your account in minutes.
No contract, setup or cancellation fees.

Start Free Trial

14 Days Free