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TAAX App Logo

All-in-one system for financial services professionals

Table of Contents

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TAAX App - 2026 Pricing, Features, Reviews & Alternatives

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TAAX App overview

What is TAAX App?

TAAX App is a search and booking platform for financial services professionals. The app is designed to meet various industry-specific requirements and can be used by tax preparers, accountants, CPAs, bookkeepers, financial advisors, credit specialists, realtors, or mortgage brokers. TAAX App is designed to save money and time by replacing at least 5 monthly subscriptions. No more juggling multiple apps and platforms. Experience the simplicity of managing a busy workflow with ease. This all-in-one business suite is designed to help professionals connect with more clients and deliver exceptional service. With its customer search and booking app, clients can easily find and book services. The TAAX platform empowers businesses to focus on providing service to their clients.

Key benefits of using TAAX App

- Custom Business Profile
- Automated Marketing
- Video Meetings
- Appointment Manager
- Chat Messaging
- Secured Document Sharing
- Questionnaire forms
- PDF Merge tools
- Verified Customers
- National Spotlight

Starting price

23.99per user /
per month

Alternatives

with better value for money

TAAX App’s user interface

Ease of use rating:

TAAX App reviews

Overall rating

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No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

5

4

3

2

1

0

0

0

0

0

TAAX App's features

Access controls/permissions
Activity dashboard
Activity tracking
Alerts/Notifications
Appointment management
Appointment scheduling
Automated scheduling
Availability management
Booking management
Calendar management
Calendar sync
Client database
Client management
Client portal
Confirmations/Reminders
Credit card processing
Customer database
Customer history
Customizable branding
Customizable fields
Customizable forms
Customizable templates
Data import/export
Drag & drop
Email management
Email marketing
Employee management
Employee scheduling
Facility scheduling
Generative ai
Group scheduling
Mobile access
Multi-Location
Online booking
Online payments
Personalization and recommendation
Real-Time notifications
Real-time scheduling
Real-Time updates
Recurring appointments
Reminders
Reporting & statistics
Self service portal
SMS messaging
Task scheduling
Third-Party integrations
Time zone tracking
User management
Website integration

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TAAX App pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Grow Plan

23.99

/user

Per month

Features included:

  • 1 User
  • 1 Location
  • 1 Calendar
  • 1 Professional Profile
  • Messaging
  • Secure File Sharing
  • Video Conferencing - $10 add-on
  • Automated Marketing

Office

49

/user

Per month

Features included:

  • Team Calendars
  • Business Profile
  • 5 Categories
  • Messaging
  • Pdf Merge Tool
  • Intake Forms
  • Secure File Sharing
  • Video Conferencing - $10 add-on
  • Automated Emails
  • Automated Marketing

Enterprise

749

Per year

Features included:

  • Includes All Features
  • Customization Options
  • Dedicated Onboarding Rep

User opinions about TAAX App price and value

Value for money rating:

TAAX App support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base
Chat
24/7 (Live rep)

Training options

Videos
Live Online
Webinars
Documentation

TAAX App FAQs

Q. What type of pricing plans does TAAX App offer?

TAAX App has the following pricing plans:
Starting from: $23.99/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of TAAX App?

TAAX App has the following typical customers:
Freelancers, Small Business


Q. What languages does TAAX App support?

TAAX App supports the following languages:
English


Q. Does TAAX App support mobile devices?

TAAX App supports the following devices:
Android, iPad, iPhone


Q. Does TAAX App offer an API?

No, TAAX App does not have an API available.


Q. What other apps does TAAX App integrate with?

TAAX App integrates with the following applications:
HubSpot CMS Hub, Facebook Apps and Tabs, Stripe, Google Pay, Google Calendar


Q. What level of support does TAAX App offer?

TAAX App offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat, 24/7 (Live rep)

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