Pro Mobile App
Pro mobile app for
Android and IOS
The indispensable companion for every business
professional, putting the full power of your all-in-one
platform 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.
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.
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.
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.business hours.
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.
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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Unrivaled Mobility & Flexibility:
Manage your entire business from anywhere, at any time. Respond to clients, update projects, and handle finances whether you're in the office, at home, or on the go, ensuring continuous productivity.
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Increased Team Efficiency:
Empower your team to work more effectively by providing instant access to critical tools and information. Reduce bottlenecks, streamline communication, and accelerate task completion, leading to higher overall productivity.
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Superior Client Responsiveness:
Deliver exceptional client service by responding promptly to inquiries, managing appointments efficiently, and addressing issues in real-time, even when you're away from your desk.
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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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Streamlined Workflows:
Automate routine tasks and integrate critical functions like task management, client communications, and invoicing into a single mobile experience, simplifying complex processes.
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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.
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.
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
App Store
Google playPro 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.
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Get Started Fast:
Streamline your workflows, automate routine activities, and empower your team to focus on high-priority tasks, leading to significant productivity gains.
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Focus on What Matters:
No more juggling multiple apps and platforms. Experience the simplicity of managing your busy workflow with ease.
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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