One place for clients.
More time for your
office.
Give clients a simple way to book, upload, message, sign, and view invoices. Keep every interaction connected to your office.
Free for your clients. Available on web and mobile.Hi Jordan,
Your next steps, all in one place.Upload your W-2
Your office requested one document.Engagement letter
Ready for your review and signature.Your next appointment
Sep 18 · 10:00 AM Virtual consultation with your tax pro
One client hub
Less back-and-forth
Secure sharing
Documents and conversations
Connected workflow
From booking to signature
Free client access
Web portal and customer appSee your client’s side of TAAX.
A short walkthrough of the portal your clients will use to stay connected with your office.
One portal.
Every next step.
Everything clients need to keep their work with you moving forward.
Book & manage appointments
See live availability, choose virtual or in-office, and manage appointments within your rules.
Upload & access documents
Send requested files and find shared contracts, reports, and statements in one place.
Message & meet your office
Keep secure conversations organized and join scheduled video meetings from the portal.
Sign & view invoices
Review and sign documents, check invoice status, and download receipts when needed.
Your client takes action.
Your office stays in sync.
Keep document requests, appointment updates, and conversations connected to the work happening inside TAAX Pro.
A clear view of what’s next.
W-2 uploaded
Your document has been shared with your office.Appointment confirmed
Friday, September 18 · 10:00 AM · VirtualNew message from your tax pro
“Thanks, Jordan. We have your W-2 and will be in touch.”Context for your whole team.
One connected client record
Review shared documents, messages, appointments, and account activity.
Fewer routine follow-ups
Clients can find what they need and take the next step themselves.
TAAX Ai
Know what needs your attention.
Review missing files, prepared follow-ups, and suggested next steps with your office copilot.
Easy for clients.
Connected to your business.
Your clients can use the web portal or free TAAX customer app to book, communicate, and share documents.
Helpful reminders & updates
Keep clients informed with appointment reminders, account activity, and notification preferences.
Connected to the marketplace
Help new clients discover your business, view availability, and book their next service.
Less chasing. More service.
Fewer routine requests
Give clients direct access to documents, appointments, and invoice information.
Clearer communication
Keep messages, meetings, and important updates together in one secure hub.
A professional experience
Make every interaction feel organized, convenient, and easy to follow.
Client Portal questions, answered.
Need help choosing the right tools for your office?
Make great service
easier to deliver.
Bring your clients and your office together with TAAX.
No credit card required.