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.
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.”
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.
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
-
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
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.
⭐⭐⭐⭐⭐ 5.0 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.
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Frequently Asked Questions
