Get More Done With Our All-In-One System

TAAX App will save you money and time by replacing 5 of your monthly subscriptions. No more juggling multiple apps and platforms. Experience the simplicity of managing your busy workflow with ease. Our All-in-One Business suite is designed to help professionals like you connect with more clients and deliver exceptional service. With our customer search and booking app, clients can easily find and book your service. Our platform empowers you to focus on what you do best.

  • Appointment Manager
  • Video Meetings
  • Direct Messaging
  • Document Sharing
  • Custom Form Builder
  • PDF Merge tools
Start Free Trial

Where financial success meets convenience

TAAX App is the ultimate solution for Financial Professionals like you who want to expand their client base and maximize efficiency. Whether you're a Tax Preparer, Accountant, Bookkeeper, Financial Advisor, Credit Specialist, Attorney, Realtor, or Notary. TAAX App is designed to meet your specific business industry requirements.

  • Business Listing
  • National Spotlight
  • Automated Marketing
  • Verified Customers
  • Confirmed Appointments

Build More Trust

TAAX App has become the standard when it comes to certification and verification for Financial Services providers. Listing your business on TAAX App gives clients peace of mind that they can trust your business. But that's not all! Organize and access important documents securely in one place. Our document management features ensures all your client files are easily transferred.

Expand Your Reach

Thousands of financial professionals are already benefiting from TAAX App's powerful features. With more clients now using the app to find providers outside of their local area, you can expand your reach and boost your bookings. Don't miss out on the opportunity to elevate your business to new heights. Sign up today and discover why so many professionals choose TAAX App.

Build, Expand and
Dominate Your Industry

Are you a Financial Professional looking for more clients and less hassle? If so, you need the TAAX App - the ultimate SEARCH and BOOKING platform for your industry. TAAX App lets you showcase your business on our search engine, where potential clients can easily find and book your service. Whether you need video meetings, automated marketing, document sharing, or PDF tools, we have it all. Our platform also ensures that you only deal with verified customers, and gives you national exposure for your business.

How it works

Go Live In Just
5 Minutes

  • Register

    First register your business by entering some important details in just a few simple guided steps.

  • Activate

    Select your monthly or annual membership package.

  • Share/Link

    Share your profile on Social Media and connect all of your booking links to your profile.

The App has increased my clientele by 400%. This is just what my business needed!

Robert Breene

I grew from local to national overnight. This is next level B2C

Lauren Ellis

Membership Pricing Packages

Professional

$29.99

  • 1 User
  • 1 Location
  • 1 Calendar
  • 1 Professional Profile
  • 3 Categories
  • Messaging
  • Pdf Document Merge Tool
  • Intake Forms
  • Secure File Sharing
  • Video Conference - $10 add-on

MOST POPULAR

Office

$149.99

  • 5 Users (Add a user $19.99)
  • 1 Location (Add a location $59)
  • Multi-user Calendar
  • Business Profile
  • 5 Categories
  • Messaging
  • Pdf Document Merge Tool
  • Intake Forms
  • Secure File Sharing
  • Video Conference (included)

Multi-Office

$299.99

  • 25 Users (Add a user $19.99)
  • 5 Locations (Add a location $59)
  • Multi-user Calendar
  • Business Profile
  • All Categories
  • Messaging
  • Pdf Document Merge Tool
  • Intake Forms
  • Secure File Sharing
  • Video Conference (included)

Professional

$300

Annual Saves $60 / 2 months free

  • 1 User
  • 1 Location
  • 1 Calendar
  • 1 Professional Profile
  • 3 Categories
  • Messaging
  • Pdf Document Merge Tool
  • Intake Forms
  • Secure File Sharing
  • Video Conference - $10 add-on

MOST POPULAR

Office

$1500

Annual Saves $300 / 2 months free

  • 5 Users (Add a user $19.99)
  • 1 Location (Add a location $59)
  • Multi-user Calendar
  • Business Profile
  • 5 Categories
  • Messaging
  • Pdf Document Merge Tool
  • Intake Forms
  • Secure File Sharing
  • Video Conference (included)

Multi-Office

$3000

Annual Saves $600 / 2 months free

  • 25 Users (Add a user $19.99)
  • 5 Locations (Add a location $59)
  • Multi-user Calendar
  • Business Profile
  • All Categories
  • Messaging
  • Pdf Document Merge Tool
  • Intake Forms
  • Secure File Sharing
  • Video Conference (included)

Experience our services with a free trial for 7 days Try for Free

For Enterprise accounts with more than 25 users contact : Sales@taax.app

How Can We Help?

We want you to be successful and have a great TAAX App experience. Our Team of Specialists are always working to help businesses and customers connect.

Need Help?

Frequently Asked Questions

Tax Preparers, Accountants, CPAs, Bookkeepers, Financial Advisors, Credit Specialists, Realtors and Mortgage Brokers can be listed on the TAAX App.

True to form, TAAX App is a next level office management and marketing platform. Taax App offers many of the tools that are required to manage and run a successful office. Taax App Professional has several key features such as appointment management, document sharing, custom forms, messaging, video meetings and team management.
TAAX App for Customers is the marketing platform that puts the Service Providers in front of more customers and a wider audience. Customers can search and book appointments with Service Providers from anywhere anytime.
Your custom Business profile is a virtual marketing page for your service. Now your existing clients and new clients can easily find and book your service.

TAAX App is the complete solution for customer management. We offer 3 straightforward subscription levels.

Professional: For a single Professional looking to manage and grow their clientbase.

Office: For a Service Provider with 1 location and 2 or more team members looking to manage their office along with growing their clientbase.

Multi-Office: For a Service Provider with 2 - 5 locations and up to 25 team members looking to manage their offices along with growing their clientbase.

Taax App Professional has several key features such as appointment management, document sharing, custom forms, messaging, video meetings and team management.

The TAAX App recommended profiles are automatically generated using a unique algorithm. The platform uses factors such as direct profile traffic, backlinks, reviews, length of membership and activity to determine its recommended businesses. This section changes on a daily basis.

You can upgrade your subscription by clicking on your dashboard profile image then clicking subscription.

Each subscription and add-on is billed every 30 days until canceled.

Display names can not be changed after activation. You must create a new account.

You can remove your profile under My Account / Settings

Website Errors/ Server Error

Please verify that you have a good internet connection. Next try refreshing your page or updating your browser or app. If the issue persists please screenshot the error and email to help@taax.app

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