Form Builder
Gather Client Information
& Streamline Intake
Custom Form Builder is your essential tool for creating tailored
forms to collect any information you need, effortlessly. Build
intelligent forms that work for you, not the other way around.
Replaces:
EFFORTLESS DATA COLLECTION
Design, collect, and automate with powerful custom forms
Design professional-looking forms with ease, no coding required. Our user-friendly drag-and-drop builder allows you to visually assemble forms by simply selecting and positioning various field types. This intuitive interface makes form creation accessible to everyone, regardless of technical expertise.
Custom Layout & Styling: Control the look and feel of your forms to match your brand. Adjust colors, fonts, and spacing, and utilize pre-built themes for a polished appearance. Create a library of reusable form templates for common processes (e.g., client intake, feedback surveys, event registration), saving significant time.
Diverse Field Types: Choose from a wide array of fields, including text input, checkboxes, radio buttons, dropdowns, date pickers, file uploads, and more, to capture every piece of information accurately. Set rules to show or hide fields, sections, or even entire pages based on previous answers. This keeps forms concise and focused, improving completion rates.
File Upload Capabilities: Allow clients to securely upload documents, images, or other files directly through your forms, centralizing data and attachments. Submitted data is securely stored on TAAX App Pro's encrypted servers, accessible only to authorized personnel.
Data Export & Reporting: Easily export form submission data into various formats for analysis, or view consolidated reports within the platform to identify trends. Data is securely stored on TAAX App Pro's encrypted servers, accessible only to authorized personnel.
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.
CENTRALIZE ALL YOUR FORM DATA
Collect sensitive information with confidence
Our forms are built with robust security measures to protect your data from submission to storage. Maximize efficiency and extend your reach by reusing forms and embedding them where your clients are. Transform raw data into actionable insights and streamline your processes with powerful automation.
SSL Encryption: Clients complete forms directly in the dashboard or the app keeping things 100% secure. All form submissions are protected with industry-standard SSL encryption, ensuring data privacy during transmission. Utilize validation rules and conditional logic to ensure you collect precise and relevant information every time.
Save as Templates: Create custom intake forms, questionnaires, waivers, surveys, and more! Create a library of reusable form templates for common processes (e.g., client intake, feedback surveys, event registration), saving significant time. Centralize all your form data within the TAAX App Pro platform, making it easy to access, analyze, and report on.
Customer Manager: Automatically populate or update client profiles in your Customer Manager with data collected from new client intake forms, surveys, or contact form. Form submissions, especially those with file uploads, can be automatically saved and organized within your Document Manager, linking directly to client records or projects.
Confirmation Messages & Redirects: Confirmation messages are sent after a successful submission for a seamless user experience. Trigger new tasks in the TAAX App Pro Task Manager based on form submissions (e.g., "Follow up on new client inquiry").
The Benefits for Your Business
Implementing the TAAX App Pro Custom Form Builder will fundamentally transform your data collection processes and operational efficiency. This section highlights the tangible advantages businesses gain by utilizing a flexible and integrated form building solution.
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Streamlined Data Collection:
Gather information quickly and efficiently, eliminating manual data entry and reducing errors across all your operations.
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Improved Client Experience:
Offer interactive, personalized forms that are easy to complete, enhancing client satisfaction and engagement.
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Boosted Efficiency:
Automate data entry and workflow triggers, freeing up your team's valuable time for more strategic activities.
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Enhanced Data Accuracy:
Utilize validation rules and conditional logic to ensure you collect precise and relevant information every time.
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Greater Flexibility:
Design forms for any purpose, adapting to your evolving business needs without relying on external tools or developers.
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Better Organization:
Centralize all your form data within the TAAX App Pro platform, making it easy to access, analyze, and report on.
YOUR TEAM'S COMMAND CENTER
Seamless integration with TAAX App Pro
The Custom Form Builder is deeply integrated into your entire TAAX App Pro ecosystem, creating a cohesive and powerful solution for data collection and workflow automation. This ensures that all information collected through forms seamlessly connects with other crucial aspects of your business operations.
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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