The financial services sector has consistently grappled with the same issue, which persists until now; the need for reliable financial services professionals, coupled with availability of these services, has always been challenging, tedious, and nebulous. Whether the need is tax preparation, bookkeeping, retirement planning, insurance, or investment guidance, the financial services sector has always been tedious.
TAAX App is changing such
TAAX App is a smart platform designed for convenience, security, and transparency, and caters to the increasing need to connect individuals and businesses to certified financial professionals. No more time wasting online, no more time wasting on word of mouth, and no more time wasting on unreliable professionals.
The Problems Have Been Resolved
The problems faced by individuals seeking financial services before the advent of the TAAX App included:
- The challenge of differentiating between a certified and unaccredited professionals
- The time crunch with searching, calling, and inquiring only to find nothing
- The risk of sending sensitive documents which can easily get intercepted in the absence of a secured platform
- Scheduling, or the absence of secured platform
- The vague nature of the services and the costly expenses of such
All these problems have been streamlined with the advent of the TAAX App. The App has removed uncertainty for the users and provided the professionals with a more efficient approach to financial services.
There are no longer risky apps and endless searching. Every user of the TAAX App offers the customers their financial services with a ohysicial level of trust and accreditation.
All Financial Services Integrated into One App
TAAX App is the only app that combines different types of finance services, so customers can efficiently find a specialist for their personal or business needs. Some of the most in demand services include:
- Tax Services
- Accounting & Bookkeeping
- Business & Payroll
- Financial Consulting
- Insurance
- Investments & Retirement Planning
- Wealth Management
This is one of the reasons the TAAX App is getting a lot of popularity. Users don’t need to go to different apps to fulfill their various financial needs. Our app provides the full financial service. Users can contact the app whenever they need to talk to a financial professional.
Professionals Who Are Certified and Verified
Financial services require a lot of trust. This is why TAAX App makes sure each specialist meets a set of requirements. TAAX App reviews their certifications, which protects the users and shows that these professionals are verified.
Every professional has:
- An entire profile
- Information about their certification and credentials
- Specializations
- Contact details and other communications
Feedback and reviews
This transparency encourages users to select the most suitable professional to their financial needs and for personal or business financial needs to make the best out of their finance services.
Virtual and In-Office Appointments for Optimal User Convenience
Users shouldn’t have to to face geographical challenges to get the financial assistance they require. The TAAX App allows for both face-to-face meetings and virtual consultations, offering complete adaptability to clients.
A customer can:
- Meet with a consultant face-to-face
- Arrange a virtual meeting
- Schedule a phone meeting
- Engage in a chat at any time
- Engage in a chat at any time
With the flexibility that comes with this approach, clients can access services from any consultant, regardless of which city or state they are in. There are no longer any geographical restrictions for quality services.
A Game-Changer for Financial Professionals
TAAX App is designed for users, but is also a very handy product for professionals. Financial consultants can set up a verified profile and be immediately accessible to clients from anywhere in the country.
However, TAAX App is not all about increasing visibility. A complete digital back office is made available to professionals:
- Calendar management
- Automated advertisement
- Secure document management and sharing
- eSignature
- Integrated tax software
- Task and team management
- Payment and invoice generation
- Virtual phone and messaging
- Client management
- Payroll and commission management
Professionals can reduce the time they spend on admin and focus more on clients by managing everything from a single dashboard, rather than numerous software subscriptions.Secure Document Sharing — A Critical Advantage
Tax and financial services require dealing with sensitive documents — personal information, financial statements, receipts, contracts, bank reports, and more.
There is no reason for these types of documents to be sent through email, or any other third-party app.
TAAX App has an integrated encrypted technology to share documents privately and securely and exchange files electronically with other professionals. There is no need to exit the app, and you do not need to worry about document cybersecurity threats. Every document is kept organized and protected, and you always have the doc avail to you.
Why TAAX App is Leading the Future of Financial Services
Three overriding values define TAAX App and the services that are available:
- Convenience
Users are able to quickly, easily, and with certainty find the financial expert that they need.
- Security
The professionals on the platform have been certified and vetted, and document share is encrypted.
- Technology
TAAX App automate all manual portions of the process, from scheduling to payments, to communication and workflows.
All of these combined have created a truly modern financial support ecosystem. And one that the industry has lacked for many years.
An Improved Experience for Clients and Experts
For anyone from someone filing taxes for the first time to someone who runs a business, or has long term wealth strategies to plan, they need easy and simple to the right professional. Likewise, experts in the field need a way to streamline the business and grow efficiently.
TAAX App accomplishes both.
It closes the divide between supply and demand in the industry, and provides a safe, structured, and efficient system to offer financial services.
The Industry Is Changing — TAAX App Is Leading the Change
The financial services industry is changing. It is the first time in history that the sector can offer:
- Quicker delivery
- More Transparency
- Better Security
- Ease of Use for the Professionals
TAAX App ticks all these boxes and sets the standard to help consumers in financial need to access help. TAAX is an app, but it’s also a revolutionary platform that has the potential to change the financial services industry for the better, one appointment at a time.