Closer conversations.
Less coordination.
Bring clients face-to-face with your team. Schedule, meet, share your screen, and keep the next step connected to your office.
Built into TAAX Pro. Desktop and mobile
Meet without a time limit
Give important conversations the time they need.
Share a clear picture
Review documents and ideas together on screen.
Make joining simple
Meeting links and a join button in the client portal.
Keep your team connected
Each employee can host their own meetings.
See how easy it is to connect.
A quick look at scheduling, joining, and sharing a screen with your clients.
Less back-and-forth.
More booked time.
Create a video appointment from your calendar. TAAX keeps the meeting link, invitation, and reminders together.
Tax planning consultation
Tuesday, October 6
10:00–10:30 AM · Eastern timeSarah Johnson with Alex Johnson
Private meeting link · Added to your calendar- Invitation ready
- Reminder set for 1 hour before
- Join from the client portal
More than a video call.
Keep the conversation clear and the work moving.
Screen sharing
Walk through a return, explain a document, or share a presentation so everyone can follow along.
Clear video & audio
Connect in HD with audio and video that adapt to different connection conditions.
Easy client invitations
Give clients a clear invitation and meeting details so they can join with confidence.
Your meeting ends.
The work stays connected.
Carry the context into the next appointment, client update, or follow-up task.
Customer Manager
Start from the client profile and keep meeting activity connected to the client timeline.
Explore Customer ManagerTask Manager
Keep preparation, meeting notes, and follow-up tasks together for your team.
Explore Task ManagerClient Portal
Give clients one familiar place to join appointments and stay in touch.
Explore Client PortalA little more clarity.
The essentials for your next client conversation.
Bring your next meeting to TAAX.
Connect with clients and keep every conversation close to the work.