Client Portal

Personalized Service,
Simplified

Client Portal is your dedicated, secure hub for seamless
client interaction and self-service. Enhance your client
relationships with our personalized client portal and app.

Replaces:

ENHANCED CLIENT SATISFACTION

Foster stronger client relationships and build trust

Empower your clients with convenient access to their documents, appointments, invoices, and communications, all in one centralized location. Provide a modern, transparent, and efficient experience that strengthens client relationships and frees up your team's valuable time.

Online Booking Access: Clients can directly book new services or additional appointments, viewing your real-time availability without needing to contact your team. Reduce administrative calls by allowing clients to reschedule or cancel appointments within predefined rules and timeframes.

Activity Feed: A personalized feed shows clients recent interactions, appointments, document updates, and important announcements relevant to their account. Share important company updates, promotions, or news directly with your client base through the portal.

Secure Messaging: Clients can send and receive secure messages directly with your team through the portal, keeping conversations organized and confidential. Foster clear and direct communication between your clients and your team. The portal centralizes messages and updates, ensuring no important information is missed.

Appointment Reminders: Clients receive automated reminders for their upcoming appointments directly through the portal, reducing no-shows. Clients can customize their notification settings to receive alerts via email, in-app, or SMS for critical updates.

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.

COMPLETE CONTROL FROM FIRST CONTACT TO FINISH

Seamless integration with TAAX App Pro

The Client Portal is deeply integrated into your entire TAAX App Pro ecosystem, creating a cohesive and powerful client management solution. This ensures that all client interactions and data are unified, providing a single source of truth for your business.

Live Video Meetings: Conduct direct, secure video conferences with your clients right within the portal. This facilitates face-to-face discussions, remote consultations, and personalized support, enhancing personal connection and efficiency, all conveniently accessible in-app with integrated scheduling.

Easy Uploads: Clients can securely upload requested documents directly to their profile, simplifying data collection and reducing email attachments. Clients can access all shared documents – contracts, reports, proposals, and statements – within their personalized, encrypted document library.

Integrated E-Signatures: Seamlessly allow clients to view and digitally sign documents directly within the portal, leveraging TAAX App Pro's e-signature functionality for rapid approvals. Provide a modern, convenient, and transparent experience that empowers clients and builds stronger relationships.

View Invoices & Payments: Clients can easily access all past and current invoices, view payment statuses, and download receipts or statements. Give clients direct access to their information, fostering trust and clarity in your business dealings.

The Benefits for Your Business

Implementing the TAAX App Pro Appointment Manager will significantly enhance your operational efficiency and elevate your client experience. This section highlights the tangible advantages businesses gain by centralizing their appointment management.

  • Enhanced Client Satisfaction:

    Provide a modern, convenient, and transparent experience that empowers clients and builds stronger relationships.

  • Increased Team Efficiency:

    Reduce inbound calls and emails for routine requests, freeing up your team to focus on higher-value tasks and proactive client service.

  • Reduced Administrative Overhead:

    Automate document sharing, appointment management, and billing inquiries, significantly cutting down on manual administrative work.

  • Improved Communication:

    Centralize all client interactions in a secure hub, including live video meetings, ensuring clear, organized, and auditable communication.

  • Greater Transparency:

    Give clients direct access to their information, fostering trust and clarity in your business dealings.

  • Professional Brand Image:

    Project a modern, organized, and client-centric image, reinforcing your business's professionalism and technological capability.

Ready to Empower Your Clients and Streamline Your Service?

Discover how the TAAX App Pro Client Portal can elevate your client experience and transform your business operations.

Ready to Empower Your Clients and Streamline Your Service?

Discover how the TAAX App Pro Client Portal can elevate your client experience and transform your business operations.

EXTEND YOUR REACH NATIONWIDE

Boost your bookings with the marketplace

TAAX App Marketplace: Connect clients to a curated selection of professionals and services available through the TAAX App Marketplace, allowing new clients to locate your business directly from their app. The Client Portal is deeply integrated into your entire TAAX App Pro ecosystem, creating a cohesive and powerful client management solution. This ensures that all client interactions and data are unified, providing a single source of truth for your business.

Business Appointment Calendar Visibility:

Clients can view your business's live appointment calendar directly on the app, providing a transparent overview of available slots and helping them plan their bookings or reschedules effectively. This keeps your schedule accurate, prevents double-bookings, and ensures staff are always aware of their latest appointments.

Automated in-app reminders and status updates

ensure clients are always informed about their appointments, from initial booking to completion, reducing confusion and increasing attendance. Clients receive automated, customizable reminders for their upcoming appointments directly through the portal (and via email/SMS based on preferences), significantly reducing no-shows and ensuring clients arrive prepared and on time.

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

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 Stars in App Store and Google Play

Set up your account in
minutes—no contracts,
setup fees, or credit card
required.

  • Get Started Fast:

    Streamline your workflows, automate routine activities, and empower your team to focus on high-priority tasks, leading to significant productivity gains.

  • Focus on What Matters:

    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.

Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!

Start Free trial

Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!

Start Free trial

Need Help?

Frequently Asked Questions

No. You will have your own calendar link and business url on taax.app.

The reviews are displayed on the TAAX App Marketplace.

Definitely. Your customers will have access to the portal and app at no charge to you or them.

Yes. The time slots are automatically removed each time a booking is made.

For sure. They have the option to select either service at the time of booking.