Communications
Seamless Communication,
Powerful Results
Say goodbye to scattered emails and fragmented text messages,
and hello to a professional, streamlined communication hub.
PRIVATE, CENTRALIZED CHANNEL TO COMMUNICATE
Customer Inbox: Your Secure Client Communication Hub
This private, centralized channel provides a secure, dedicated space for all client communication. It replaces fragmented text messages and vulnerable emails with a single, encrypted hub where every message, question, and file is safely stored.
Secure & Centralized Messaging: Your clients can communicate with you directly and securely through their dedicated portal or mobile app. This feature replaces insecure email and text messaging with a private, encrypted inbox, ensuring all sensitive discussions about their tax returns and financial information remain confidential and compliant.
Document & File Sharing: Eliminate the risk of unsecured file transfers. The Customer Inbox allows clients to securely upload documents, receipts, and other critical files directly into the chat. You can access and organize these documents instantly, making the data collection process faster and more secure for both you and your clients.
Complete Communication History Every message, document, and interaction is automatically logged and saved within the client's profile. This creates a clear, chronological record of all communications, providing a valuable audit trail and ensuring you have all the information you need at your fingertips for future reference or compliance purposes.
Automated Client Engagement: Keep clients informed and engaged without manual effort. The Customer Inbox integrates with your workflow to provide automated status updates to clients. This proactive communication reduces inbound calls and emails from clients asking for updates, allowing you to focus on your work while ensuring client satisfaction.
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.
SEAMLESS INTERNAL COMMUNICATION
Team Chat: Real-Time Collaboration for Your Office
It allows your staff to work together seamlessly, share client information instantly, and get real-time answers to questions, ensuring your entire team stays on the same page and delivers the highest quality service.
Internal Messaging: Connect instantly with your entire team without leaving the TAAX App Pro dashboard. The Team Chat feature provides a private, dedicated space for your staff to communicate on-the-fly. Whether you need to ask a quick question, delegate a task, or provide an update, this tool keeps your team connected and on the same page.
Secure File & Data Sharing: Collaboration requires secure data exchange. Team Chat allows you to share client files, documents, and important work-related information with colleagues in a protected environment. You can discuss sensitive details and share resources with confidence, knowing that all communications are handled within the secure TAAX Pro platform.
Enhanced Collaboration: Break down communication silos and improve productivity. Team Chat facilitates real-time collaboration on complex client cases, allowing multiple preparers to discuss issues, share insights, and find solutions together. This seamless teamwork streamlines your operations and ensures you deliver the highest quality service to your clients.
Organized Conversations: Create dedicated channels for projects, clients, and departments. Team Chat is more than just a simple messaging tool. It allows you to create dedicated channels or groups for specific projects, clients, and departments. This keeps conversations organized and focused, preventing clutter and ensuring that team members only see the information relevant to their tasks, making it easy to find past conversations and information.
Benefits to Your Business: Drive Growth with Smart Communication
By integrating secure client and team communication into one platform, TAAX App Pro empowers your firm to operate with a new level of professionalism and efficiency. This strategic approach not only streamlines your daily tasks but also builds lasting client trust and a stronger team, paving the way for sustainable growth.
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Boosted Efficiency & Productivity:
By centralizing all client and team communications, you eliminate time wasted searching for emails, text messages, or scattered documents. This streamlined approach allows your staff to work more efficiently, complete tasks faster, and focus on providing excellent service.
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Enhanced Client Trust & Professionalism:
Using a secure, dedicated communication hub demonstrates your commitment to client privacy and professionalism. You replace generic email with a branded, secure channel, which builds trust and strengthens your firm's reputation as a modern, reliable, and secure partner.
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Improved Team Morale & Collaboration:
A unified and organized internal chat system fosters a more collaborative and positive work environment. Your team can communicate effortlessly, resolve issues quickly, and share knowledge, leading to increased productivity, better morale, and a stronger team dynamic.
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Reduced Risk & Increased Compliance:
By keeping all communication and file sharing within a secure, encrypted platform, you mitigate the risk of data breaches associated with standard email and text. The complete message history serves as a reliable audit trail, helping you stay compliant with data protection regulations and providing peace of mind.
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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