# TAAX: Client Management App — Client Portal & Communication > All-in-one business growth engine and financial services marketplace for professionals. (iPhone/iPad app by TAAX.) - Source: https://appshunter.io/ios/app/taax-client-management-app/id6502596155 (this page in markdown: same URL + `.md`) - Developer: [TAAX](https://appshunter.io/developer/1713320763) - Category: Business - Price: Free - Rating: 4.88/5 from 8 App Store ratings · 6 written reviews indexed - Age rating: 4+ - Requires: iOS 15.6 · 59 MB - Languages: American English - Released: 2024-08-06 - Data updated: 2026-10-25 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/taax-client-management-app/id6502596155/reviews.md ## What is TAAX? TAAX Pro – Client Management & Business Communication TAAX Pro brings essential client management and business communication tools together in one powerful mobile app. Manage your clients, appointments, documents, messages, video meetings, forms and business activities from one convenient place. Whether you are a tax professional, accountant, consultant, financial professional, service provider or business owner, TAAX Pro helps you stay connected with your clients and organized throughout your day. MANAGE YOUR CLIENTS Keep your client relationships organized with simple tools designed for everyday business management. Access client information, communicate with customers and manage important interactions from your mobile device. TAAX Pro helps you spend less time switching between different applications and more time focusing on your clients and business. CLIENT PORTAL Give your clients a convenient way to communicate and stay connected with your business. Use client-focused tools to share information, communicate securely and manage important client interactions from one place. SECURE CLIENT MESSAGING Stay connected with clients through convenient messaging tools. Communicate about appointments, documents, requests and other business needs without relying on multiple communication platforms. Keep your client conversations organized and accessible when you need them. APPOINTMENT MANAGEMENT Make managing appointments easier. Organize your client schedule and keep track of important meetings and appointments from your mobile device. Help your clients stay connected with your business while keeping your schedule organized. DOCUMENT MANAGEMENT & SHARING Make document management easier with tools for sharing important files and information with clients. Whether you need to provide documents to a client or receive important information, TAAX Pro helps keep your client-related documents and communication connected in one place. VIDEO MEETINGS Connect with clients remotely through video meetings. Meet face-to-face with clients from wherever you are and keep your business communication moving without needing multiple applications. Video meetings make it easier to provide consultations, discuss documents and communicate with clients remotely. CUSTOM FORM BUILDER Create custom forms for your business needs. Build forms to collect information from clients, gather details, organize requests and simplify your business workflows. Use forms to make client onboarding and information collection more convenient. BUSINESS COMMUNICATION Keep your business communication organized with tools designed for client interactions. From messaging and appointments to documents and video meetings, TAAX Pro brings important communication tools together. Stay connected with your clients while managing your business from one app. BUSINESS & MARKETING TOOLS TAAX Pro provides additional tools to help professionals manage and grow their businesses. Keep your business activities organized and use convenient digital tools to connect with clients and promote your services. TAX & ACCOUNTING TOOLS TAAX Pro is built with professionals in mind and provides access to tax and accounting-related business tools. Manage your professional activities and stay connected with your clients while working from your mobile device. YOUR BUSINESS, IN ONE APP TAAX Pro combines essential business and client management features into one convenient platform. With TAAX Pro, you can: • Manage clients • Communicate with clients • Manage appointments • Share documents and files • Send client messages • Host video meetings • Create custom forms • Organize business communication • Manage client interactions • Access professional business tools • Support your marketing activities • Stay connected with clients on the go TAAX Pro helps professionals manage clients, appointments, documents, and communication in one place. Simplify your workflow and deliver better service with ease. ## Key features - Marketplace Search App for client acquisition - Cloud-based tax software with refund advances - Integrated video meetings system - File sharing and document organization - Custom form creation - Personalized QR code for contact sharing ## Is TAAX safe? Not enough ratings yet to assess TAAX. ## Is TAAX legit? TAAX: Client Management App appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for TAAX is 78 out of 100 points across 7 verification signals from App Store and developer data. ## Recent user reviews (6 of 6) All indexed reviews: https://appshunter.io/ios/app/taax-client-management-app/id6502596155/reviews.md ### 5/5 — One Stop Does It All *2024-11-27* My clients love the convenience of a all in one app where they can book, send document , message and the ability to have a video call with me. This has saved me money and now my entire office is connected! This is an excellent to for in office and on the go! Highly recommend! ### 5/5 — App that does everything *2024-11-26* This app is the best. I can do multiple services with this app the marketing is top tier!!!! ### 5/5 — DeLaine Dillard *2024-11-26* It definitely helps me keep my business organized. I don’t have to have all those other subscriptions and login information since I have the all in one Taax App. I recommend you to get it as well. ### 4/5 — Taax App Review *2024-11-26* Love it! Organized with all my tools in 1 place. ### 5/5 — Mrs. K Jones *2024-11-26* This app is a lifesaver, one stop shop for all my business needs. 10/10 will recommend! ### 5/5 — One Stop Shop *2024-11-23* This app has simplified my life! I can promote multiple services, communicate with my clients and it markets my business! Two thumbs way up! ## Frequently asked questions about TAAX ### What is TAAX Pro? TAAX Pro is a business growth engine and financial services marketplace designed to help professionals and businesses expand. It offers a suite of tools including a marketplace, appointment management, and tax software. ### What features does TAAX Pro offer? TAAX Pro includes a Marketplace Search App to find clients, cloud-based tax software, integrated video meetings, file sharing, custom form creation, and a QR code for contact sharing. ### Is TAAX Pro free to use? Yes, TAAX Pro is available for free. The app is listed as 'Free' in the provided data, indicating no upfront cost for download or basic use. ### What devices does TAAX Pro support? TAAX Pro is supported on iPhone and iPod devices. The app is designed for Apple's mobile operating system. ### How often is TAAX Pro updated? The latest version of TAAX Pro is 2.3, last updated on March 15, 2026. This indicates a recent update, suggesting ongoing development and support. ### What is the age rating for TAAX Pro? TAAX Pro has an age rating of 4+. This means it is suitable for users of all ages, with no mature content restrictions. ### Does TAAX Pro have ads? No, TAAX Pro does not contain advertisements. The 'hasAds' flag is set to false, meaning users can expect an ad-free experience. ### How does TAAX Pro help with client acquisition? TAAX Pro features a Marketplace Search App that automates marketing efforts to help users reach new clients and secure more appointments. This tool is designed to drive business growth. ## Version history (last 5 releases) ### 2.9 — 2026-10-21 Minor Ui changes and bug fixes. ### 2.8 — 2026-10-10 Ui changes and bug fixes. ### 2.7 — 2026-10-09 Ui changes and bug fixes. ### 2.6 — 2026-09-27 Minor Ui changes and bug fixes. ### 2.5 — 2026-09-05 Minor Ui changes and bug fixes. ## Apps similar to TAAX | App | Rating | Price | Category | | --- | --- | --- | --- | | [sbtpg Marketing Pro](https://appshunter.io/ios/app/sbtpg-marketing-pro/id1552914666) | 2.3 (6) | Free | Business | | [NotaryAssist](https://appshunter.io/ios/app/notaryassist/id1552293025) | 4.9 (219) | Free | Business | | [RapidFunnel Inc.](https://appshunter.io/ios/app/rapidfunnel-inc/id948835721) | 4.4 (74) | Free | Business | | [NotaryGadget](https://appshunter.io/ios/app/notarygadget/id1633651969) | 4.9 (741) | Free | Business | | [MyTaxOffice](https://appshunter.io/ios/app/mytaxoffice/id830013854) | 2.9 (142) | Free | Business | | [Jackalope: Work on Your Terms](https://appshunter.io/ios/app/jackalope-work-on-your-terms/id1517552234) | 3.6 (9) | Free | Business | ## More apps by TAAX - [TAAX APP](https://appshunter.io/ios/app/taax-app/id6470280868) All apps by TAAX: https://appshunter.io/developer/1713320763 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-25.*