#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

  • 100%

    User satisfaction

  • 14+

    Apps consolidated

  • 10x

    More client bookings

  • $21k

    Saved per office each year

Client Connection Engine

Witness the Power of the All-in-One Platform

Marketplace

Client Portal

Appointments

Video Meetings

Messaging

eSignatures

Connect with more clients
via automated marketing

Stay connected with your clients and
provide exceptional service before,
during, and after appointments.

  • Direct messaging

  • File sharing

  • Mobile notifications

  • Email reminders

  • Team Chat

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Increase brand awareness

Personalized service,
perfectly simplified

Enhance Your Client Relationships
with a user-friendly portal Client Portal.

  • Appointment booking

  • Secure file transfer

  • Video meetings

  • Instant messaging

  • Real time updates

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Multi-user, multi-office,
multi-service or multi-team

Seamlessly integrated into our
customer booking platform.

  • Auto approval

  • Automated reminders

  • Last-minute cancellations

  • Instant bookings

  • Direct connections

  • Business URL

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Connect anytime, anywhere
with seamless collaboration

The world is virtual, and so should
your business!

  • User-friendly app

  • Direct connections without links

  • No 3rd party apps needed

  • Secure end to end encryption

  • Instant meetings

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Enhanced client
communication: Secure
messaging

Stay connected with your clients and
provide exceptional service before,
during, and after appointments.

  • Direct messaging

  • File sharing

  • Mobile notifications

  • Email reminders

  • Team Chat

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Enterprise-grade security
and compliance

Easy authentication with a
secure, seamless experience.

  • In-app signing

  • KBA legally-binding

  • IRS compliant

  • SOC 2 type II certified

  • HIPAA, CCPA, MISMO

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Experience the Power of the #1 Marketplace Search App
Grow your business and expand your industry reach.

  • Mortgage Broker

  • Realtor

  • Accountant

  • Bookkeeper

  • Attorney

  • Financial Advisor

  • Investment Banker

  • Credit Specialists

  • Notary

  • Insurance Agent

  • Consultant

  • 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.

  • Create a Board for any project
  • Drag and Drop between list
  • Attach files to any card
  • Assign tasks to Team Members
  • Set Priority Levels
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Streamline onboarding and data
collection

Capture accurate data efficiently
with the power of custom forms!

  • Drag-and-drop 
  • Conditional questions
  • Q and A
  • Multiple choice
  • Smart Automation
  • Smart Automation
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Getting paid is now faster
than ever

Multiple payment options, offering
your client’s more convenient
ways to pay

  • In-app Payments
  • Payment Links
  • Custom Branding
  • Live Preview
  • Offer Subscriptions
  • Stripe Integration
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Simplify File Sharing
& Ensure Client Data Security

Easily receive customer documents
stored on our secure cloud server.

  • Seamless document collection
  • Smart PDF merge tool
  • Private attachments
  • Auto year grouping
  • Move, copy, rename
  • Quick preview
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Local, toll-free, or
a memorable vanity number

Make and receive calls directly through
your dashboard or mobile app.

  • Inbound/ outbound calling
  • Unlimited extensions
  • Group ring/ Round robin
  • SMS, MMS
  • Virtual voicemail
  • Call forwarding
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Modern, cloud-based tax software
for professionals

File everything from 1040 to 1120 returns and more from any device.

  • Effortless e-filing
  • Easy data entry wizard
  • EFIN flexibility
  • Bank products and refund advances
  • Unlimited users
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Watch how TAAX PRO can help you.

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.

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.

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

Experience the All-in-One Platform Built for Your Success

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.

Schedule a Demo

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.

Need Help?

Frequently Asked Questions

Ofcourse. Adding employees to the system allows you to assign them specific roles, permissions, and responsibilities based on their job functions.

Certainly. Each task shows all of the members of your team and each can be added to the card along with the priority level.

Yes. You can set the signing order and each party will receive the signature request in that order.

No. You will have your own calendar link and business url on taax.app

For sure. Each employee will see only their appointments and notifications.

For sure. You can create your own questions and use any preset questions from the user generated pool.

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