#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.
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 tax professionals and accountants.
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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.
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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.
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:
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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.
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:
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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!
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.
Tax Software
Cloud Tax Preparation Software for Professionals
QR CODES
Simplify Networking and Grow Your Client Base with
Personalized QR Codes
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.
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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 QR code 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.
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.
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
Try TAAX App for Free
Setup your account in minutes.
No contract,
setup or cancellation fees.