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.
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.”
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").
Maximize Efficiency and
Simplify Your Day
Stop being overwhelmed trying to multitask.
Virtual Office:
TAAX APP is your virtual office, eliminating the need for expensive software and complex integrations.
Maximize Efficiency and
Simplify Your Day
Stop being overwhelmed trying to multitask.
Boost Productivity:
Simplify your workload and free up valuable time to grow your business.
Effortless Organization:
Stay organized and on top of your schedule with intuitive appointment management tools.
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.
-
Enhanced Data Accuracy
Utilize validation rules and conditional logic to ensure you collect precise and relevant information every time.
-
Better Organization
Centralize all your form data within the TAAX App Pro platform, making it easy to access, analyze, and report on.
Ready to Create Custom Forms That Drive
Your Business Forward?
Discover how the TAAX App Pro Custom Form Builder can simplify data collection and
automate your workflows.
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.
Task Manager
Form submissions can automatically create tasks for your team, ensuring immediate follow-up on leads, support requests, or specific data-driven actions. Take action on your high priority tasks. Automate data entry and workflow triggers, freeing up your team's valuable time for more strategic activities.
Embed Anywhere
Easily embed your custom forms onto your website, landing pages, or share them via direct links, making them accessible to your audience. Gather specific information with multiple-choice, short answer, and document uploads.
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.
Start Free TrialNeed Help?
Frequently Asked Questions
