Tax Software
Modern, cloud-based tax software
designed for today's professionals.
Move beyond traditional software with a platform that not only simplifies tax preparation but also acts as a complete business growth engine. With TAAX App Pro, you get a powerful suite of tools seamlessly integrated into a single, intuitive dashboard, accessible from anywhere.
No EFIN required - Offer Bank Products - Refund Advances
THE TOOLS YOU NEED TO SUCCEED
Harness the power of the cloud for ultimate
flexibility and efficiency
Your all-in-one solution for bringing clarity, efficiency, and collaboration to your entire team. Designed to seamlessly integrate with your existing TAAX App Pro tools, it empowers you to manage projects, track progress, and conquer your to-do list with confidence.
EFIN Flexibility
You have options! Use your own EFIN and retain 100% of the profits, or license a SB EFIN for a 80/20 split—tailored to your preferences. File everything from 1040 to 1120 returns and more from any device with an internet connection.
Effortless e-Filing
Benefit from unlimited e-filing for both federal and state returns. You can file both Personal and Business/ Corp returns (Forms 1040, 1040NR, 1120, 1120S, 1065, 1041, 2290, 990, 720, 709, 706, 5500, 8849 and 8038CP). Our software is designed for speed and accuracy, with robust diagnostics and real-time error checks to ensure a smooth filing process.
Bank Products and Refund Advances
Offer bank products and refund advances, empowering you to provide additional financial services to your clients. Choose from various loan options.
Secure Document Management
Go paperless with our secure cloud storage. Clients can upload documents directly to their portal, and you can easily organize, store, and access all their files in one secure location.
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.”
MAXIMIZE YOUR EARNINGS
Boost your business and client satisfaction
No more worrying about collecting fees. Offer a variety of bank products and refund advances to give your clients
fast access to their funds, providing an additional revenue stream and enhancing your service offerings.
Easy Data Entry with Smart Refund Booster
Our wizard-based interface takes the guesswork out of data entry, guiding you step-by-step through the entire tax preparation process. Instead of navigating complex forms, you'll be presented with a simple, logical flow that prompts you for the right information at the right time. Our wizard ensures accurate and compliant returns every time, regardless of your experience level.
Effortless e-Signatures
Simplify the final step with an easy e-signature process. Clients can securely sign tax forms and other documents from anywhere, speeding up the filing process and eliminating the need for physical paperwork.
Invoicing & Billing
Generate tasks related to billing, such as sending follow-up reminders for overdue invoices, preparing monthly statements for specific clients, or reviewing payment discrepancies. This ensures financial tasks are never overlooked and are integrated into your team's workflow.
Custom Forms
Quickly create custom intake forms, questionnaires, and surveys to gather information efficiently, saving you time and ensuring you have all the necessary details before starting a return.
Benefits of Choosing TAAX App Pro
Why Professionals Trust Us
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Mobility & Flexibility:
Work on your terms, from anywhere you choose. Work from anywhere at any time. The cloud-based platform and mobile app allow you to manage your business and serve your clients whether you're in the office, at home, or on the road.
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Secure & Compliant Operations:
Operate with confidence, knowing your data and your clients are protected. Rest easy knowing your client data is protected with secure document management and encrypted communication, helping you maintain compliance and build trust.
Ready to Elevate Your Team's Productivity?
Discover how the TAAX App Pro Cloud Tax can revolutionize the way you work.
CONNECT, COLLABORATE, AND CONQUER
Seamless virtual meetings with TAAX Pro
Host secure, reliable, and interactive video conferences with clients, prospects, and team members from
anywhere in the world. Eliminate the need for external tools, foster stronger connections, and ensure your virtual
interactions are as effective and professional as in-person meetings, all while saving time and resources.
Seamless Screen Sharing
Share your entire desktop screen, specific applications (like a CRM or design software), or even individual browser tabs with high fidelity and minimal lag. This feature is perfect for impactful presentations, detailed software demonstrations, collaborative document reviews, or real-time problem-solving, ensuring everyone sees exactly what you intend them to.
Automated Invitations
Generate and dispatch professional, branded meeting invitations automatically to all participants with a single click. Invitations are comprehensive, including unique meeting links, any required access passcodes, clear date/time information, and direct links for participants to easily add the event to their personal calendars, ensuring high attendance rates and preparedness.
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
