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.
Replaces:
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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.
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.
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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Increased Efficiency & Time Savings:
Streamline your practice and get more done in less time. Automate repetitive tasks, streamline your workflow, and manage all aspects of your practice from one dashboard, freeing up valuable time to focus on your clients.
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Enhanced Client Satisfaction & Retention:
Provide a top-tier client experience that sets you apart. Provide a modern, convenient experience for your clients with a branded mobile app, secure communication, and fast, digital services. Happy clients are loyal clients.
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Scalable Business Growth:
Grow your business without the growing pains of managing new clients. The integrated marketplace and professional features help you attract new clients and grow your practice effortlessly. Easily manage an expanding client base without being overwhelmed by administrative tasks.
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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.
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 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!
Start Free trial