Total Admin Automation eXperience

Powerful All-in-One platform for practice
management and client connections

TAAX Pro unifies tax software, scheduling, client communication, and all of your essential tools into one cohesive
dashboard— so you can focus on delivering results, not chasing paperwork. Switching to TAAX Pro is as seamless as
a single click. Our onboarding wizard ensures your transition is smooth.

  • 100%

    User satisfaction

  • 14+

    Apps consolidated

  • 10x

    More client bookings

  • 50hrs

    Saved Per Month

Client Connection Engine

Witness the Power of the
All-in-One Platform

Marketplace

Client Portal

Appointments

Video Meetings

Messaging

E-Signatures

Connect with more
clients via automated
marketing

Your business profile on the TAAX APP customer search platform. Minimize cancellations and build trust.

  • National exposure

  • Get more appointments

  • User-friendly app

  • Build more trust

  • Increase brand awareness

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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

Certified listings have proven to increase bookings 10X

END TO END CLIENT MANAGEMENT

Seamless workflow experience

Task Manager

Form Builder

Invoices

Documents

Calling

Dashboard

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

  • Question Bank

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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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Complete control over
tool customizations

Easy to use dashboard and mobile apps for your team and clients.

  • Manage employees

  • Add Services

  • Multi-office options

  • Review Builder

  • Integrations

  • Block Days

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CUSTOMERS REVIEWS

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 technology. 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.

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.

⭐⭐⭐⭐⭐ 5.0 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.

⭐⭐⭐⭐⭐ 5.0 in App Store and Google Play

CUSTOMERS REVIEWS

Game changing technology
helping people just like you.

See what our users are saying.

Katy McMicheal
★★★★★

McMicheal Accounting

“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.”

★★★★★

Richard Breen
★★★★★

Diamond Mortgage

“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.”

★★★★★

Mitch Thompson
★★★★★

CPA

“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.”

★★★★★

Thomas Lee
★★★★★

MTP Financial Services

“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.”

★★★★★

Lauren Ellis
★★★★★

Ellis and Associates

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

★★★★★

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.

PRODUCT AND TRAINING VIDEOS

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

  • Comprehensive Training: Learn about all the features of TAAX APP with our library of instructional videos and online tutorials.

  • Easy-to-Follow Content: Our training resources are designed to be clear, concise, and easy to understand, regardless of your technical expertise.

  • Learn at Your Own Pace: Access the training materials on your schedule. Review specific features or delve deeper into advanced functionalities – you're in control!

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

FAQ

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

Definitely. Via our team chat feature communication and document sharing can easily be handled without having to slow down production

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.