TAAX: Financial Services App

TAAX: Financial Services App

Connect With Finance Experts

9 ratings
5 reviews
Free

Details

Released
November 30, 2023
Updated
November 9, 2026

Features

TAAX: Financial Services App screenshot #1 for iPhone
TAAX: Financial Services App screenshot #2 for iPhone
TAAX: Financial Services App screenshot #3 for iPhone
TAAX: Financial Services App screenshot #4 for iPhone
TAAX: Financial Services App screenshot #5 for iPhone
TAAX: Financial Services App screenshot #6 for iPhone
TAAX: Financial Services App screenshot #7 for iPhone
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About

Connect with certified financial professionals for a wide range of services including tax preparation, accounting, financial planning, and mortgage assistance. Discover experts, communicate directly, and schedule appointments all within the app.

✓Find certified financial professionals
✓Connect directly via messaging, calls, video
✓Schedule appointments easily
✓Discover tax and accounting services
✓Explore financial planning and advisory
✓Find mortgage and real estate experts
✓Share important documents
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+1

What's New in TAAX

2.1.2

November 9, 2026

Minor Ui changes and bug fixes.

User reviews

DeLaine Dillard

Looking for a app that will certify your business. This app will help put your business in front of clients that is in need of your services. I highly recommend this app

Great App

All inclusive tool for consumers to find the professional service they need!

Very Useful

If you are looking for help with taxes, accounting, finances and more. This app is it! It’s like care dot come, but for financial needs.

A True Game Changer

Having trouble be verified as a verified financial service provider? This is the app for you. This app helped me build clientele for my business. With the variety of features it offers my clients were able to book their appointment, upload their documents as well as message me all in the app. Not only did it organize things in my office it was a time saver as well. I was able to have my clients return completed before there appointment time, leaving more time for more clients. Truly a game changer!
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Works perfect!!!

This app is a must have for all tax / accounting professionals!!! Seamless integration from start to finish!!!

Developer apps

FAQ

What types of financial professionals can I find on TAAX?

TAAX helps you discover a wide range of certified and verified professionals, including tax preparers, accountants, bookkeepers, financial advisors, credit specialists, mortgage brokers, and real estate professionals.

How can I communicate with financial professionals on TAAX?

You can connect directly with professionals through the app using messaging, phone calls, and video meetings to discuss your financial needs and services.

Can I schedule appointments with professionals through TAAX?

Yes, TAAX allows you to easily schedule and manage appointments with financial professionals, helping you stay organized for tax season or other financial matters.

Does TAAX offer services for businesses?

Yes, TAAX helps individuals, families, and businesses discover professionals offering services such as bookkeeping, accounting, and tax preparation tailored to business needs.

Is TAAX available on multiple devices?

Currently, TAAX is supported on iPhone devices. The app was last updated on November 9, 2026, with version 2.1.2.

What is the user rating for TAAX?

TAAX has a strong user rating of 5.0 stars based on 9 ratings, indicating high user satisfaction with the service.

Does TAAX have advertisements?

No, TAAX is a free application and does not contain advertisements, providing an uninterrupted user experience.

When was TAAX first released?

TAAX was first released on November 30, 2023. It is rated for ages 4 and up.