Client Mobile App

Client mobile app for
Android and IOS

The secure, and feature-rich application empowers
your clients with unparalleled convenience, allowing
them to effortlessly manage their interactions with
you, access vital information, and communicate
seamlessly from their smartphone or tablet,
anywhere, anytime.

Download

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YOUR BUSINESS, IN THEIR POCKET

Elevated client experience, on-the-go

Elevate your client service, boost engagement, and streamline your operations by offering a cutting-edge mobile experience that truly sets your business apart. Each feature is meticulously designed to enhance client satisfaction, foster independence, and significantly streamline your administrative processes by shifting common tasks to self-service.

Individual Client Accounts: Every client receives unique, secure login credentials, granting them exclusive and personalized access to their dedicated portal directly from their mobile device. This ensures that all information they view is specific to their account, maintaining paramount privacy and a tailored experience unique to them.

Customizable Dashboard: Upon launching the app, clients are greeted with a dynamic and comprehensive overview of their most critical information. This includes a prominent display of their upcoming appointments, any outstanding invoices, recently shared documents, and important notifications. This dashboard can also feature your business's real-time appointment calendar, allowing clients to quickly grasp your availability without navigating away, fostering transparency and making personal planning effortless.

Biometric Login: Enhance security and user convenience with modern authentication methods. Clients can opt for biometric login (Fingerprint ID or Face ID) for quick, secure, and frictionless access to their account, eliminating the need to type passwords repeatedly and improving their overall experience.

Push Notifications: Keep clients instantly informed with highly targeted push notifications. Alert them to new messages, upcoming appointments, payment reminders, document updates, or special offers directly on their device's home screen, ensuring they never miss a critical update or engagement opportunity.

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.

EFFORTLESS APPOINTMENT MANAGEMENT

Self-service scheduling made simple

Empower clients to take control of their schedule proactively. The mobile app makes it incredibly easy for them to view their upcoming appointments, reschedule, or book new services independently, reducing administrative burden on your team.

View & Manage Appointments: Clients have a clear, organized list of all their scheduled services, complete with critical details like date, time, service type, and the assigned service provider. They can easily review past appointments and plan for future ones.

Real-time Availability: Clients can view your business's live appointment calendar directly within the app, providing a transparent overview of your real-time availability. This empowers them to plan their bookings or reschedules effectively, reducing guesswork and friction.

Self-Service Booking & Rescheduling: Significantly reduce administrative calls by allowing clients to book new services or reschedule/cancel existing appointments within predefined rules and timeframes directly in the app. This 24/7 capability enhances convenience and captures more appointments, even outside business hours.

Automated Reminders & Status Updates: Clients receive automated, customizable reminders for their upcoming appointments directly through the app (and via email/SMS based on preferences), significantly reducing no-shows. Automated in-app status updates also keep clients informed about their appointment's journey, from initial booking confirmation to completion or any unexpected changes.

The Benefits for Your Business: Drive Engagement, Efficiency, and Growth

Implementing the TAAX App Pro Client Mobile App will fundamentally transform your client relationships and operational efficiency, unlocking new avenues for engagement and business growth. This section highlights the tangible advantages businesses gain by providing a powerful, integrated client self-service platform.

Enhanced Client Satisfaction & Loyalty:

Provide a modern, convenient, and transparent mobile experience that empowers clients with self-service options, builds stronger relationships, and leads to greater loyalty, positive feedback, and referrals.
Increased Team Efficiency:

Significantly reduce inbound calls and emails for routine requests (e.g., booking, rescheduling, invoice inquiries), freeing up your team to focus on higher-value tasks, proactive client service, and strategic initiatives.
Reduced Administrative Overhead:

Automate document sharing, appointment management, billing inquiries, and communication follow-ups, drastically cutting down on manual administrative work and associated operational costs.
Improved Communication & Engagement:

Centralize all client interactions in a secure mobile hub, including secure messaging and live video meetings, ensuring clear, organized, and auditable communication that is easy for both clients and your team to manage.
Greater Transparency & Trust:

Give clients direct and immediate access to their personalized information, appointments, financial records, and communications, fostering deep trust and clarity in all your business dealings.
Modern Brand Image:

Project a cutting-edge, organized, and client-centric image that reinforces your business's professionalism, technological capability, and unwavering commitment to excellent service, setting you apart in a competitive market.
Always Connected:

Provide clients with 24/7 access to your services and information, breaking down geographical and time barriers, and ensuring they can connect with your business whenever they need to.

Ready to Transform Your Client Experience?

Discover how the TAAX App Pro Client Mobile App can elevate your client relationships, streamline your operations, and drive unparalleled success for your business.

Ready to Transform Your Client Experience?

Discover how the TAAX App Pro Client Mobile App can elevate your client relationships, streamline your operations, and drive unparalleled success for your business.

A UNIFIED CLIENT ECOSYSTEM

Seamless integration with TAAX App Pro

The client mobile app is deeply integrated into your entire TAAX App Pro ecosystem, creating a cohesive and powerful client management solution. This ensures that all client interactions and data, whether from the app or the web platform, are unified, providing a single source of truth for your business.

Document Manager

Documents shared with clients through the mobile app, as well as files uploaded by clients, are seamlessly linked to and stored within your Document Manager, ensuring consistency, security, and easy retrieval across all file handling.

Invoices & Billing

Client payments, invoice views, and subscription management actions performed in the mobile app are instantly updated in your Invoices & Billing system, streamlining financial reconciliation and providing real-time cash flow insights.

Seamless data exchange between the pro and customer apps