Document Management

Simplify File Sharing, Organize
Documents & Ensure Client
Data Security

Your comprehensive solution for effortless document handling. Fully integrated
into your all-in-one platform.

Replaces:

UNIFIED DOCUMENT STORAGE

Secure and organized hub for all your essential files

Eliminate the chaos of scattered files and bring all your critical documents into one secure, accessible location. Our Document Manager ensures that every file is exactly where it needs to be, whenever you need it.

Automatic Organization:Documents are automatically grouped by year ensuring easy access and organization.

Complete Control: Move, copy or rename files and folders to suit your personal preferences.

High Quality Files: Reduce and merge files while maintaining the highest quality output file

Enhanced Security: Protect your sensitive data with secure cloud storage and robust access controls.

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.

SECURE SHARING & COLLABORATION

Collaborate with Confidence and Control

Audit Trails: Clients can easily upload and receive documents directly through the portal ensuring legal compliance and accountability.

Internal & External Sharing: Facilitate seamless collaboration with both your internal team and external clients within a secure environment.

Search & Filter: Quickly find any document, signature or attachment with powerful search and advanced filter capabilities.

Intuitive Folder Structure: Create custom folder hierarchies to categorize and organize documents.

The Benefits for Your Business

  • Enhanced Security:

    Protect your sensitive data with secure cloud storage and robust access controls

  • Improved Efficiency:

    Save time on document retrieval, organization, and sharing, allowing you to focus on core business activities.

  • Better Compliance:

    Maintain clear audit trails and version history for regulatory and internal compliance.

  • Seamless Collaboration:

    Empower your team and clients with easy, secure access to necessary documents.

  • Reduced Paperwork:

    Transition to a paperless office, saving costs and improving environmental sustainability.

Ready to Take Control with a Unified Business Overview?

Discover how the TAAX App Pro Document manager can revolutionize the way you see and manage your business

Ready to Take Control with a Unified Business Overview?

Discover how the TAAX App Pro Document manager can revolutionize the way you see and manage your business

STREAMLINE APPROVALS AND AGREEMENTS

Integrated E-Signatures (with TAAX App Pro E-Sign)

Direct E-Signing

Send documents for legally-binding e-signatures directly from the Document Manager.

Real-time Status Tracking

Monitor the progress of signed documents, knowing exactly when they've been viewed and completed.

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

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 Stars in App Store and Google Play

Set up your account in
minutes—no contracts,
setup fees, or credit card
required.

  • Get Started Fast:

    Streamline your workflows, automate routine activities, and empower your team to focus on high-priority tasks, leading to significant productivity gains.

  • Focus on What Matters:

    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.

Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!

Start Free trial

Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!

Start Free trial

Need Help?

Frequently Asked Questions

Certainly. Your document can be multiple pages and you can set each signing point.

Yes. The client will receive app and email notifications along with daily reminders.

Definitely. Each document includes a url that you can send as a link.

Yes. You can set the signing order and each party will receive the signature request in that order.

For sure. You have the option to make it a notary document and apply your seal.