Every client.
One clear picture.
Turn client details into better conversations. Keep contacts, documents and follow-ups together in TAAX Pro.
No credit card requiredMaria Johnson
Individual client · Assigned to Ashley maria.johnson@example.com4 documents · 2 open tasks
04
Documents02
Open tasksToday
Next follow-upLatest activity
Next up · Today, 2:00 PM
Review the new documents with Maria.More context.
More personal service.
Contact details
Keep phone numbers, emails, and preferences together.
Conversation history
See calls, messages, and meetings in context.
Custom fields
Capture details that matter to your business.
Notes & attachments
Keep internal notes and files with each client.
Walk into the next
conversation ready.
Ask your office copilot for a client brief. Bring recent activity, open tasks and a suggested next step into focus.
More time with the client.
Less time piecing things together.
TAAX Ai
Prepare me for Maria’s call.
Client preparation · Example conversationHere’s your client brief.
1 new document · 2 open tasks
Maria uploaded income-summary.pdf. Review the new file and prepare your questions before the 2:00 PM call.Bring your clients with you.
Start with one relationship. Build from there.
01 Add manually
Create a client record.
02 Send an invite
Connect through email.
03 Import a list
Upload a spreadsheet.
Give every follow-up
a clear owner.
Work together
Assign clients and tasks to team members.
Stay in the loop
Track activity, set reminders and choose alerts.
Your team’s next moves
Maria Johnson
Document review · Ashley Today, 2:00 PMJames Carter
Prepare meeting notes · Ron Today, 3:30 PMNotification preferences
Keep the conversation
close to the client.
“I love having all of my business tools on one dashboard.”
Mitch Thompson, CPA
Your questions, answered.
Make every client
feel remembered.
Bring your next client relationship into focus with TAAX Pro.