# TAAX: Financial Services App — Connect With Finance Experts > Connects users with verified financial professionals for various services. (iPhone/iPad app by TAAX.) - Source: https://appshunter.io/ios/app/taax-financial-services-app/id6470280868 (this page in markdown: same URL + `.md`) - Developer: [TAAX](https://appshunter.io/developer/1713320763) - Category: Business - Price: Free - Rating: 5.00/5 from 9 App Store ratings · 5 written reviews indexed - Age rating: 4+ - Requires: iOS 16.0 · 31 MB - Languages: American English - Released: 2023-11-30 - Data updated: 2026-11-12 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/taax-financial-services-app/id6470280868/reviews.md ## What is TAAX? Find trusted financial professionals with TAAX APP. Connect with certified and verified professionals for tax preparation, accounting, bookkeeping, financial planning, credit services, mortgage services and other financial services. TAAX APP makes it easier to find the financial professional you need, whether you are looking for help with tax preparation, accounting, bookkeeping, financial planning, money management, credit services, real estate or mortgage services. Instead of searching across multiple platforms, use TAAX APP to discover financial professionals, explore their services and connect with them directly. + FIND FINANCIAL PROFESSIONALS Discover professionals who provide a wide range of financial services for individuals, families and businesses. Find professionals such as: • Tax preparers and tax advisors • Accountants and certified accountants • Bookkeepers and bookkeeping professionals • Financial advisors • Financial consultants • Credit advisors and credit specialists • Mortgage brokers • Real estate professionals • Tax consultants Whether you need a tax preparer for tax preparation, an accountant for accounting help, a bookkeeper for your business or a financial advisor for financial planning, TAAX APP helps you discover professionals based on the services you need. CONNECT DIRECTLY Finding a financial professional is only the first step. TAAX APP helps make communication easier by giving you tools to connect directly with professionals. Send messages, make calls and use video meetings to communicate with professionals through the app. Ask questions, discuss your financial needs, learn more about available services and stay connected with the professionals you choose. SCHEDULE APPOINTMENTS Managing appointments with financial professionals can be easier with TAAX APP. Schedule appointments with professionals and coordinate your conversations around the services you need. Whether you are preparing for tax season, looking for accounting help, discussing financial planning or exploring mortgage services, you can use TAAX APP to stay organized. TAX AND ACCOUNTING SERVICES Need help with taxes or accounting? TAAX APP helps you discover professionals who offer tax preparation, tax consulting, accounting, bookkeeping and related financial services. FINANCIAL PLANNING AND ADVISORY SERVICES Financial planning can involve many different needs. You may be looking for help with financial planning, money management, investments, credit or other financial matters. TAAX APP helps you discover financial advisors and financial consultants who provide professional services in these areas. MORTGAGE AND REAL ESTATE SERVICES TAAX APP also helps you discover professionals in mortgage and real estate services. Find mortgage brokers and real estate professionals and connect with them to learn more about their services. SHARE DOCUMENTS Financial services often require documents, forms and other important information. TAAX APP provides document-sharing functionality that can help make communication between clients and financial professionals more organized. LOCAL OR VIRTUAL SERVICES Looking for a financial professional near you? Or do you prefer to communicate virtually? TAAX APP helps you discover professionals who provide services from physical locations as well as professionals who offer virtual services. YOUR FINANCIAL SERVICES CONNECTION Whether you need a tax advisor for tax preparation, an accountant for accounting help, a bookkeeper for your business, a financial advisor for financial planning, a credit advisor for credit services or a mortgage broker for mortgage assistance, TAAX APP helps you discover professionals who can discuss your needs. Use TAAX APP to find financial professionals, communicate directly, schedule appointments and share documents in one place. Download TAAX APP today and start discovering financial professionals for the services you need. ## Key features - 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 ## Is TAAX safe? Not enough ratings yet to assess TAAX. ## Is TAAX legit? TAAX: Financial Services App appears to be a legitimate app. The AppsHunter Legitimacy Score for TAAX is 85 out of 100 points across 7 verification signals from App Store and developer data. ## Recent user reviews (5 of 5) All indexed reviews: https://appshunter.io/ios/app/taax-financial-services-app/id6470280868/reviews.md ### 5/5 — DeLaine Dillard *2024-11-27* 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 ### 5/5 — Great App *2024-11-23* All inclusive tool for consumers to find the professional service they need! ### 5/5 — Very Useful *2024-11-23* 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. ### 5/5 — A True Game Changer *2024-11-22* 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! ### 5/5 — Works perfect!!! *2024-07-18* This app is a must have for all tax / accounting professionals!!! Seamless integration from start to finish!!! ## Frequently asked questions about TAAX ### 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. ## Version history (last 5 releases) ### 2.1.2 — 2026-11-09 Minor Ui changes and bug fixes. ### 2.1.1 — 2025-05-19 Minor Ui changes and bug fixes ### 2.1.0 — 2025-05-15 Minor Ui changes and bug fixes ### 2.0 — 2025-01-14 Minor UI changes and bug fixes ### 1.9 — 2024-12-01 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 | | [Bancserv App](https://appshunter.io/ios/app/bancserv-app/id855818222) | 3.7 (3) | Free | Business | | [NotaryAssist](https://appshunter.io/ios/app/notaryassist/id1552293025) | 4.9 (223) | Free | Business | | [RapidFunnel Inc.](https://appshunter.io/ios/app/rapidfunnel-inc/id948835721) | 4.3 (73) | Free | Business | | [Jotform AI Agent & Chatbot](https://appshunter.io/ios/app/jotform-ai-agent-and-chatbot/id6740539057) | 5.0 (1) | Free | Business | ## More apps by TAAX - [TAAX: Client Management App](https://appshunter.io/ios/app/taax-client-management-app/id6502596155) - [Thaw Claw Timer](https://appshunter.io/ios/app/thaw-claw-timer/id6826456642) All apps by TAAX: https://appshunter.io/developer/1713320763 ## Related topics [ctp member site app](https://appshunter.io/ios/topics/ctp-member-site-app) --- *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 2026-11-12.*