Pro Mobile App
Pro mobile app for
Android and IOS
The indispensable companion for every businessprofessional, putting the full power of your all-in-oneplatform directly into your pocket. Designed for efficiency, security, and ultimate flexibility, this intuitive application empowers you and your team to manage tasks,clients,documents, finances,and communications seamlessly from any smartphone or tablet, anywhere, anytime.
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POWER, PRODUCTIVITY, PORTABILITY
Your business, managed on-the-go
Stay connected, stay productive, and ensure your business never misses a beat, even when you're away from your desk. Each feature is meticulously crafted to boost efficiency, streamline operations, and ensure you have complete control over your business, no matter where you are. Gain an instant, holistic view of your entire business operations from a personalized mobile dashboard. Designed for quick comprehension, it consolidates critical data and key performance indicators into an intuitive, touch-friendly interface.
Real-time Activity Feed
Stay continuously in the loop with a dynamic activity feed that provides live updates across all TAAX App Pro modules. See new client inquiries, completed tasks, recent document uploads, or payment notifications as they happen, ensuring you're always aware of critical business events.
Quick Actions
Perform common business tasks directly from your dashboard. Initiate a call to a client, create a new task, or send a quick invoice without navigating deep into other sections, dramatically speeding up your workflow.
Create & Send Invoices
Generate professional, branded invoices directly from the app. Quickly add services, products, apply taxes and discounts, and send them to clients via email or secure payment link, even while on-site or traveling.
Push Notifications
Stay informed with highly targeted push notifications. New messages, upcoming appointments, payment reminders, document updates, or special offers directly on their device's home screen, ensuring you never miss a critical update or engagement opportunity.
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.”
CLIENT MANAGEMENT ANYTIME, ANYWHERE
Nurture relationships with
every interaction
Access comprehensive client profiles, communication histories, and key client data on your mobile device, empowering you to deliver personalized service and build stronger relationships, even when you're away from the office.
Full Client Profile Access
View and edit detailed client information, including contact details, custom fields, and a complete communication history (calls, emails, messages), directly from your phone. Prepare for meetings, update records, or respond to inquiries with full context.
Click-to-Call/Email/Message
Instantly connect with clients from their mobile profiles. Initiate phone calls, send emails, or compose secure in-app messages with a single tap, streamlining your outreach and ensuring prompt communication.
Send for E-Signature
Expedite approvals by sending documents directly from the app for legally-binding e-signatures via the integrated E-Signatures feature. Track signature progress and receive notifications upon completion.
Automated Reminders & Status Updates
Receive automated, customizable reminders for upcoming appointments directly through the app (and via email/SMS based on preferences), significantly reducing missed meetings. Automated in-app status updates also keep you informed about an appointment's journey, from initial booking confirmation to completion or any unexpected changes.
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: Drive Mobility, Efficiency, and Growth
Implementing the TAAX App Pro Mobile App will fundamentally transform how you and your team operate, enhancing efficiency, improving client service, and providing the flexibility needed to thrive in today's dynamic business environment. This section highlights the tangible advantages businesses gain by empowering their team with a powerful, integrated mobile solution.
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Enhanced Data Accuracy & Consistency
Ensure all business data is always up-to-date and synchronized across mobile and web platforms, reducing errors and providing a single, reliable source of truth.
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Professional Image
Project a modern, technologically advanced, and highly responsive image to both clients and competitors, reinforcing your commitment to innovation and excellent service.
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Secure Operations
Benefit from robust security features, including biometric login and data encryption, ensuring your sensitive business information is protected on all your devices.
Ready to Mobilize Your Business?
Discover how the TAAX App Pro Mobile App can empower your team, elevate your client service, and drive unparalleled success for your business, wherever you are.
A UNIFIED CLIENT ECOSYSTEM
Seamless integration with TAAX Pro
The mobile app is deeply integrated into your entire TAAX App Pro web platform, creating a cohesive and powerful operational solution. This ensures that all data, actions, and communications flow seamlessly between your mobile device and your web-based control center, providing a single source of truth for your business.
In-App Incoming/Outgoing Calling
Utilize your TAAX App Pro Virtual Phone directly from the mobile app. Make outgoing calls to clients from their profiles with a tap, and receive incoming business calls with client context displayed, allowing for informed, professional interactions.
Live Video Meetings Access
Join scheduled video conferences with clients or team members directly from the app. Participate in high-definition video calls with screen sharing and collaboration tools, ensuring you can attend and contribute effectively from any location.
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
