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Search and Book Professionals Easily
TAAX App, your reliable partner in connecting you with certified and verified financial service providers. Say goodbye to the guesswork and time-consuming searches. With TAAX App, it's never been easier to locate top professionals in your city or virtually anywhere you need their expertise.
Tax Preparation
Accounting
Certified and Verified Professionals
Need assistance with tax preparation? Planning for a secure financial future? Our network of experienced professionals are ready to assist you.
TAAX App ensures that all profiles listed on our platform are certified professionals. Rest assured that you will receive only top-quality services from trusted industry experts.
Locate top professionals in your city or virtually anywhere that you want to search.
Physical Locations and Virtual Offices
Whether you prefer face-to-face meetings or virtual consultations, TAAX App has got you covered. Easily connect with professionals who offer physical locations or provide virtual services to suit your convenience.
You can message, call and video chat with any of the professionals free of charge. Schedule appointments, share documents, communicate and save time using TAAX App.
Recent Listings
Secure Document Sharing and Communication
No more hassle of emailing sensitive documents back and forth. TAAX App allows you to securely share documents directly with your chosen professional, ensuring confidentiality and efficiency.
Communicate with your chosen financial professional seamlessly through our built-in messaging system. Schedule calls or have video chats to discuss your financial matters comfortably.
TAAX App for Professionals
Put Your Office on Autopilot
TAAX APP saves you time and money with all of your essential business tools set into a single powerful All-in-One dashboard.
With our suite of office tools scheduling becomes effortless and your workflow is seamless.
Modern, cloud-based tax software for professionals
File everything from 1040 to 1120 returns and more from any device.
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Effortless e-filing -
Easy data entry wizard
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EFIN flexibility
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Bank products and refund advances
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Unlimited users
Increase brand awareness
Personalized service,
perfectly simplified
Enhance Your Client Relationships
with a user-friendly portal Client Portal.
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Appointment booking
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Secure file transfer
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Video meetings
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Instant messaging
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Real time updates
Multi-user, multi-office,
multi-service or multi-team
Seamlessly integrated into our
customer booking platform.
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Auto approval
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Automated reminders
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Last-minute cancellations
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Instant bookings
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Direct connections
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Business URL
Connect anytime, anywhere
with seamless collaboration
The world is virtual, and so should
your business!
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User-friendly app
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Direct connections without links
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No 3rd party apps needed
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Secure end to end encryption
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Instant meetings
Enhanced client
communication: Secure
messaging
Stay connected with your clients and
provide exceptional service before,
during, and after appointments.
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Direct messaging
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File sharing
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Mobile notifications
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Email reminders
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Team Chat
Enterprise-grade security
and compliance
Easy authentication with a
secure, seamless experience.
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In-app signing
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KBA legally-binding
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IRS compliant
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SOC 2 type II certified
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HIPAA, CCPA, MISMO
Professionals list your business on the TAAX App Marketplace
No credit card required
Start your Free Trial