The financial services industry is undergoing one of the biggest transformations in decades. Clients are demanding faster communication, secure digital interactions, and easy access to verified professionals.
Customers expect instantaneous replies, verified industry contacts at their disposal, and secured digital interactions. Meanwhile, financial service professionals are pressured more than ever to perform financial triage, to manage regulatory compliance, and outrun their competitors.
TAAX App provides a solution designed to go hand in hand with the automation boom. Digital tools provide ease of transactions and seamless communication.
TAAX App integrates financial services automation tools, scheduling automation, securing portal file sharing, increasing visibility with verified profiles, and business automation tools, redefining service provision by accounting and financial professionals, including tax advisers.
The Financial Service Industry: Digital by Default
In the past, the financial services offered by an industry were cumbersome. Lengthy email exchanges, calls, appointments, and physical paperwork were the requirements from the client. Customers spent hours searching for the right expert, only to drown in qualified but generic service providers.
Today, it’s far more streamlined.
Businesses need:
- Instant access to verified experts
- To know pricing and their credentials
- To be assured about confidentiality
- To have remote consultations
- To have digital staff procedures
- To have scheduled tasks and digital forms
All these features are combined in the TAAX App as a user friendly platform for clients to discover, book, and interact with specialized finance professionals.
For a lot of customers, TAAX App is the first app providing good quality finance services at their fingertips.
All for Professionals
Unlike other apps designed solely for service seekers, TAAX App equally aims to strengthen finance service providers. The objective is not to simply enable professionals to gain clients but to also receive an online office space.
All-Inclusive Activity Studio
Financial service providers get the following access inside the app:
- Calendar events/ meeting interface
- Document Vault admin with Microsoft 365 standards
- Chat and Teleconference interface
- Personalized digital forms with eSignature
- Tax file upload
- Virtual Contact
- Payments and collections
- Customer Relationship Management system
- Productivity Tasking
- Automated Ads
- PDF Assemble and File Management
- Staff payday/ percent share calculation
These characteristics free up a lot of administrative work usually done by financial service providers. They do not need to switch between applications, as the services of the platform work synchronously.
This is where TAAX App truly shines — it is not just a marketplace but a full-fledged ecosystem for professionals.
Certified Listings Instill Trust
When it comes to finance, trust is the primary concern. Clients need to know that they are talking to a qualified, experienced, and vetted professional. TAAX App’s certification and verification process ensures only verified professionals are present on the app.
These are included in every listing:
- Credentials
- Certifications and licenses
- Expertise
- Ratings and reviews
- Service delivery
- Availability and cost
This transparency eliminates the uncertainty and risk of seeking financial assistance on the internet. Clients are empowered to seek a professional with knowledge and book a consultation instantly.
Savings for Professionals — Empowerment for Clients
Financial professionals lose a significant amount of time each week to tedious tasks. Work that TAAX App streamlines with ease. With digital calendars, custom reminders, and secure chats, professionals can avoid spending time on administrative tasks and instead focus on activities that drive revenue.
The clients gain the following advantages:
- No longer have to track numerous websites to find professionals of good repute
- Can easily do a comparison of available services
- They have the option to choose a meeting virtually or it can be done in person
- They can share documents without the risks that come with emailing documents
- They can do everything from their phone
This convenience is changing the way that clients engage with the financial services industry.
Virtual and In-person: Flexibility in the Modern Era
Not all financial services require visiting the offices. Many clients find the following services more convenient to do virtually:
- Tax preparation
- Accounting and bookkeeping
- Financial consultations
- Business advisory
- Document review
- Investment consultations
TAAX App provides quality video meetings and instant messaging on the platform itself to enable professionals to service clients from anywhere in the country. For clients who appreciate more traditional interactions, TAAX App connects them with professionals who have local offices and prefer in-person consultations.
In both cases, the process is seamless, orderly, and safe.
Secure Document Sharing: A Critical Industry Need
Financial data is some of the most sensitive information that individuals or companies can share. Email is not a secure platform, and document transfers through conventional procedures become even riskier.
TAAX App solves the issue of encrypted document management. Users can upload documents into the portal where they will be stored securely, and can be accessed by both the client and the document management professional. This solves the issue of confusion, and eliminates mistakes, and the documents tier compliance with regulatory security standards.
THE POWER OF AUTOMATION FOR PROFESSIONALS
Financial professionals that embrace automation obtain;
- Less no-shows
- Improved communication
- File organization
- Quicker processes
- Increased customer satisfaction
- More hours available for billing
- Better consistency with workflow
TAAX App provides automation and simultaneosly customization, allowing the professional to grow their firm without losing the interpersonal connection.
WHY the TAAX APP IS BECOMING A STANDARD
TAAX App is more than a platform, is a revolution in the way financial services are provided. It empowers professionals with advanced business management functionalities, and allows their clients to access in a secure and timely manner.
In a heavily outdated industry that relies on paperwork, uncertainty, and time consuming processes, TAAX App provides a digital solution and an instant access experience.
For clients, TAAX App is the fastest way to obtain certified assistance. For professionals, it is the best way to grow and manage a current financial services business.
TAAX App is spearheading the future of financial services as interconnected, automated, and secure.