sbtpg Marketing Pro vs TAAX

Marketing Pro from Santa Barbara Tax Products Group is the all-in-one digital marketing platform designed specifically for tax professionals. The Marketing Pro app for iPhone and iPad helps you manage and promote your business like a pro with digital marketing, scheduling, and client management tools all integrated into one platform. • Establish a web presence to attract clients including a secure client portal • Attract and retain more clients with email and SMS text message marketing • Offer online scheduling and get more bookings from your website, Facebook page, or Google • Automated SMS and email reminders save you time and reduce no-shows • Manage your clients with our easy-to-use client management tool

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.