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.
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
Watch how TAAX PRO can help you.
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.
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.
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Automated Lead Generation:
Attract new clients without the cost and effort of traditional marketing. Your profile works for you 24/7, matching you with clients who are actively seeking your services. This automated lead generation reduces your marketing spend and provides a steady stream of high-quality leads.
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Enhanced Credibility and Trust:
Build a reputable brand with a verified and professional presence. Being a certified professional on the TAAX App Marketplace instantly boosts your credibility. The platform's verification process and transparent review system build confidence with potential clients, helping you stand out from the competition.
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Scalable Client Acquisition:
Efficiently grow your client base without increasing your administrative burden. The seamless integration of your profile with our booking and communication tools ensures that as you attract more clients, your workload remains manageable. The system handles the initial outreach and scheduling, allowing you to scale your business more efficiently.
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Professional Brand Image:
Project a modern, tech-savvy image to today's digital-first clients. A sleek, feature-rich Business Profile positions your practice as forward-thinking and committed to providing a convenient, secure, and professional client experience. This helps you attract a new generation of clients who value digital accessibility.
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.
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
App Store
Google playPro 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
Set up your account in
minutes—no contracts,
setup fees, or credit card
required.
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Get Started Fast:
Streamline your workflows, automate routine activities, and empower your team to focus on high-priority tasks, leading to significant productivity gains.
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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.
Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!
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