Business Profile
Establish Your Digital
Presence and Grow
Your Practice.
Showcase your expertise, connect with a nationwide audience of
potential clients, and build a trusted brand.
YOUR PROFESSIONAL SHOWCASE
Key Features: Building Your Brand
This is the foundation of your digital storefront—a comprehensive, customizable profile that tells your story and highlights your value. It’s the tool that turns passive searchers into active clients.
Customizable Profile
Showcase your brand with a personalized profile. Create a professional profile that reflects your unique brand. Add your company name, logo, contact information, and a detailed bio that tells your story and establishes your expertise. You can also upload a professional headshot and a photo of your office to build trust and a personal connection with potential clients.
List Your Services & Specializations
Attract the right clients with clear service offerings. Your profile allows you to list all the services you provide, from individual and business tax preparation to bookkeeping and payroll. You can also highlight your specializations, such as international tax, cryptocurrency, or small business accounting, ensuring you attract clients who need your specific skills.
Client Reviews & Ratings
Build trust and credibility with social proof. The TAAX App Marketplace features a built-in review and rating system that allows verified clients to leave testimonials about your service. Positive reviews are a powerful tool for building credibility and confidence with new clients, and they serve as social proof of your professional excellence.
Integrated Booking & Communication
Turn views into appointments with seamless integrations. Potential clients can go from browsing to booking in a single click. Your profile is directly linked to the TAAX App’s appointment management and secure messaging features, allowing clients to schedule a consultation or send you a message directly from your profile.
CUSTOMERS REVIEWS
Game changing technology helps
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.”
BUILD TRUST AND CREDIBILITY
Core Features: The Growth Engine
This is where your professional profile goes to work for you. Beyond being a static display, it’s an active marketing tool that leverages the power of the TAAX App Marketplace to drive real business growth.
Marketplace Visibility
Get discovered by thousands of potential clients. Your business profile is the key to visibility on the TAAX App Marketplace, where thousands of clients are actively searching for tax professionals. Our search algorithms help match your specializations and location with clients who are a perfect fit, automating your marketing and lead generation.
Virtual & Physical Office Listing
Expand your reach beyond your local area. Whether you have a physical office, operate virtually, or both, your profile can clearly communicate your service model. This allows you to break down geographical barriers and attract clients from across your state or the entire country, scaling your business with ease.
Social & Digital Integration
Amplify your brand across all channels. Your TAAX App Business Profile can be easily shared across your social media channels, website, and in emails. You can also generate a personalized QR code that clients can scan to instantly access your profile, making it a powerful tool for both online and offline marketing.
Simplified Client Onboarding
Streamline the initial connection and intake process. The profile is the first step in a frictionless client journey. Once a potential client connects with you, our system automatically guides them through a seamless intake process, allowing you to gather initial information and documents securely, saving you time and ensuring you are prepared for your first consultation.
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.
Maximize Efficiency and
Simplify Your Day
Stop being overwhelmed trying to multitask.
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.
Benefits to Your Business: Drive Sustainable Growth
By leveraging your Business Profile on the TAAX App Marketplace, you’re not just getting a listing—you’re investing in a powerful growth strategy that delivers tangible results.
Ready to Grow?
Establish your Business Profile on the TAAX App Marketplace today and start connecting
with clients who are ready for your expertise.
A UNIFIED CLIENT ECOSYSTEM
Seamless integration with TAAX Pro
The mobile app is deeply integrated into your entire TAAX App Pro web platform, creating a cohesive and powerful operational solution. This ensures that all data, actions, and communications flow seamlessly between your mobile device and your web-based control center, providing a single source of truth for your business.
In-App Incoming/Outgoing Calling
Utilize your TAAX App Pro Virtual Phone directly from the mobile app. Make outgoing calls to clients from their profiles with a tap, and receive incoming business calls with client context displayed, allowing for informed, professional interactions.
Live Video Meetings Access
Join scheduled video conferences with clients or team members directly from the app. Participate in high-definition video calls with screen sharing and collaboration tools, ensuring you can attend and contribute effectively from any location.
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
Set up your account in minutes—no contracts,
setup fees, or credit card required.
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 Matter: 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.
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Frequently Asked Questions
