In today’s society, financial needs are far more complicated. No one wants to deal with the hassle and stress of searching for, contacting, and communicating with numerous financial professionals to get expert assistance, be it for tax preparation, business accounting, investment planning, or financial advisory services. And if it’s financial services they need, individuals and businesses want to work with, and be able to reach, trusted professionals — quickly.
This is exactly the type of situation that the developers of the TAAX App were responding to. TAAX App transforms client-professional relationships by giving clients seamless access to financial professionals and user-friendly, stress-free, and prompt bookings of financial services.
A Better Way to Find Financial Service Professionals
Searching for a tax preparer, accountant, or financial advisor the old fashioned way involves long hours of searching, obtaining referrals, dealing with no indications of relevance, and the chances of working with the wrong professional.
TAAX App solves all of these with a user-centric marketplace where the clients can:
✔ Find financial professionals that are certified and verified
✔ Compare profiles, service offerings, and ratings
✔ Make virtual or in office appointments
✔ Communicate with instant messaging or video chat
✔ Safely share documents in the app
Whether you need to file taxes for the first time, run a small business, plan for retirement, or need otherwise financial advice, TAAX App brings trusted professionals to you in minutes, whether you are at home or in the office.
Verified Professionals That You Can Relay Your Financial Information to
Financial services are one of the types of services where convenience matters, but convenience is not the primary factor. TAAX App makes sure that every professional part of the app is certified and verified before correctly getting put onto the app.
You are guaranteed:
- No suspicious qualifications
- No unqualified professionals
- No vague professional history
Users of the TAAX App can trust the professionals they book have the required mastery of regulatory obligations and other standards of the profession. Each professional’s profile has certifications and other details of their profession so that clients can make optimal choices without any opacity.
Remote and On-site Financial Assistance
Many of today’s financial services can be done without having to come to the office. TAAX App provides services according to the preference of the user:
- In-person consultations at the office
- Video conference or phone call
- Direct messaging and secure document upload/download within the application
Users are able to perform their financial activities without emails or documents that require printing or any travel.
Reasons Are Many Professionals Enjoy Working with TAAX App
TAAX App is tailored not only for clients, but is also aimed at facilitating seamless expansion of their business for the professionals. The app allows tax practitioners, accountants, bookkeepers, financial advisors and consultants to have a verified business profile and gain access to a national marketplace for clients looking for financial services.
Some of the many advantages experienced by professionals are:
- More appointments, less outreach – With this platform, clients will come to you
- Verified clients – Less chances of cancellations and no shows
- Certified listings – Trust and credibility are built easily
- Nationwide reach – Get found not just locally.
TAAX App not only gives professionals the exposure but also the ability to automate the everyday tasks and improve the overall functions of the business
With TAAX App’s all-in-one dashboard, put your office on autopilot
Financial services business management takes dozens of tools, and because most professionals spend excessive amounts of time managing software, emails, calendars, invoices, and other various administrative tasks, TAAX App works to solve this problem by providing a full suite of office automation tools, all integrated in a single platform:
- Automated Marketing
- Appointment Manager
- Tax Software
- Video Meetings
- Instant Messaging
- Document Management
- Custom Form Builder
- Virtual Business Card
- Invoices/Billing
- Task Manager
- Virtual Phone
- eSignatures
- Customer Manager
- Payroll/Commissions
- PDF Merge Tool
- Team Chat
Rather than impact you with the numerous platform subscriptions each with its own costs, TAAX App brings everything together to save time, reduce costs, and provide a seamless experience for the client and the professional.
More Bookings, Increased Revenue, Improved Client Engagement
Professionals have an enhanced experience using TAAX App:
- More appointments booked
- Less cancellations
- Time is used more effectively
- Client satisfaction increases
- Workflow is automated
Every once in a while, a professional gets an opportunity to ignore admin work while still getting the same amount of revenue, get productive, and build a more solid work structure with clients.
Straightforward Secure Document Exchange
Financial services require sensitive documentation. Users of the TAAX App can easily upload and share protected encrypted professional documents, minus the danger of email or a third party upload.
Each client can monitor the documents they send, and each professional can easily file and sync documents to maintain a streamlined process for regulatory compliance and document management.
A Platform Built to Adapt to the Needs of the Financial Services Sector
Rather than an all encompassing range of services, the financial services sector still lacks a unified booking and client-management solution. TAAX App provides a modern financial services solution.
TAAX App simplifies the process for both clients seeking expert assistance, as well as those providing financial services. Clients are able to seek out and schedule appointments with certified professionals with ease, while financial professionals are able to expand their business and manage it successfully without the hassle.
The Next Era of Financial Services Starts Here
TAAX App is more than just an application, it is an entire ecosystem that integrates clients with financial professionals.
- Clients are able to get industry expertise instantly
- Professionals get to enjoy a fully automated business model with growth opportunities
TAAX App provides a new level of convenience. The financial services are fast, secure, organized, and seamlessly interconnected. The future is here.