eSignatures

Boost Efficiency with
Seamless E-Signing

Sign documents, generate agreements, negotiate
contracts, and more, all with legally-binding
eSignatures.

Replaces:

GO DIGITAL WITH CONFIDENCE

Secure, legally-binding signatures. Effortlessly

Revolutionize how you handle agreements and approvals. Integrated seamlessly into your all-in-one platform, it provides a trusted, efficient, and legally compliant way to sign, manage, and secure your essential business documents.

Customer App Integration: Empower your clients and team to sign documents on the go. With our user-friendly app, users can upload, verify, and e-sign documents in minutes from any mobile device. This convenience enhances client experience and accelerates turnaround times.

Online Document Signing: Conduct all your essential document transactions online with confidence. Our system allows you to sign documents, generate agreements, and negotiate contracts, all with legally-binding electronic signatures. Eliminate the need for printing, scanning, and mailing, speeding up every process.

Multi-user and Notary Signatures: Send signature requests to multiple users with specified order of signing. Apply your online Notary stamp to official documents. Saving time and effort for notary required documents. Get instant updates on when a document is viewed, signed or its status changes.

Flexible & Legally-Binding E-Signatures: Create your electronic signature with ease, right from your desktop computer or mobile device. You have the flexibility to type, draw, or upload a signature image. All e-signatures are designed to be legally-binding, ensuring the authenticity and integrity of your signed documents.

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.

SAVE TIME AND INCREASE CONVERSIONS

Seamless integration with TAAX App Pro

The TAAX App Pro E-Signatures feature is a core, integrated component of your comprehensive TAAX App Pro ecosystem. This ensures a unified workflow where your signing processes connect effortlessly with other crucial aspects of your business operations.

Document Manager: Send documents directly from your Document Manager for e-signature, and automatically save signed copies back to the relevant client or project folder. Offer a convenient, modern, and professional way for clients to sign documents, fostering satisfaction and trust.

Customer Manager: Link signed documents directly to client profiles, providing a complete audit trail of all agreements and interactions. Accelerate approval workflows, reduce administrative overhead, and save valuable time previously spent on traditional paper-based signing processes.

PDF Merge Tool: Prepare comprehensive documents by merging multiple PDFs, then send the consolidated file directly for a single, unified signature process. Eliminate expenses related to printing, scanning, postage, and physical document storage.

Invoicing & Billing: Facilitate quick approvals for invoices, quotes, or contracts, accelerating your billing and payment cycles. Transition to a paperless workflow, supporting sustainability initiatives. Offer your clients the ultimate convenience by allowing them to pay securely directly within the TAAX App Pro client portal or any integrated interfaces. This frictionless payment experience reduces barriers, leading to faster payment collection and improved cash flow.

The Benefits for Your Business

Implementing the TAAX App Pro Appointment Manager will significantly enhance your operational efficiency and elevate your client experience. This section highlights the tangible advantages businesses gain by centralizing their appointment management.

  • Boosted Efficiency:

    Accelerate approval workflows, reduce administrative overhead, and save valuable time previously spent on traditional paper-based signing processes.

  • Enhanced Security & Compliance:

    Protect sensitive information with robust ID authentication, legally-binding signatures, and comprehensive audit trails, ensuring regulatory compliance.

  • Improved Client Experience:

    Offer a convenient, modern, and professional way for clients to sign documents, fostering satisfaction and trust.

  • Cost Savings:

    Eliminate expenses related to printing, scanning, postage, and physical document storage.

  • Environmental Responsibility:

    Transition to a paperless workflow, supporting sustainability initiatives.

  • Accessibility & Flexibility:

    Enable signing from anywhere, at any time, on any device, ensuring business continuity and responsiveness.

Ready to Transform Your Document Approvals?

Discover how the TAAX App Pro E-Signatures can streamline your agreements and elevate your business operations.

Ready to Transform Your Document Approvals?

Discover how the TAAX App Pro E-Signatures can streamline your agreements and elevate your business operations.

ENHANCE YOUR WORKFLOW

Trusted, efficient, and simplified

Reusable Templates & Forms

Streamline repetitive document processes with intelligent templates. Add fillable fields to your documents and save them as custom, reusable forms. Confidently collect data from customers and securely store all completed forms and information on our servers, ensuring consistency and compliance.

Robust ID Authentication

Our trusted e-Sign system incorporates robust mechanisms for easy ID authentication, providing an extra layer of security and verification for your critical documents. This ensures that only authorized individuals can access and sign, maintaining the highest standards of trust and compliance.

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

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 Stars in App Store and Google Play

Set up your account in
minutes—no contracts,
setup fees, or credit card
required.

  • Get Started Fast:

    Streamline your workflows, automate routine activities, and empower your team to focus on high-priority tasks, leading to significant productivity gains.

  • Focus on What Matters:

    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.

Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!

Start Free trial

Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!

Start Free trial

Need Help?

Frequently Asked Questions

Certainly. Your document can be multiple pages and you can set each signing point.

Yes. The client will receive app and email notifications along with daily reminders.

Definitely. Each document includes a url that you can send as a link.

Yes. You can set the signing order and each party will receive the signature request in that order.

For sure. You have the option to make it a notary document and apply your seal.