Your office.
Wherever you go.
Keep clients, calls, tasks and appointments moving—from the palm of your hand.
Your subscription tools, connected on mobile.
Available for iOS and Android
Scan for iPhone
Scan for Android
App Store
Google Play
See the update.
Know what needs you.
Keep messages and appointment reminders in view. Choose how your office notifies you, then open the relevant conversation or appointment.
01 · Review your activity
See recent conversations and updates in one place.
02 · Set your notifications
Manage the notification options shown in your account.
A working day that travels with you.
See what’s next
Review bookings and get reminders before your next meeting.
Keep priorities moving
Create tasks and keep track of the work that needs your attention.
Take your business calls
Make and receive business calls through your connected Virtual Phone.
Bring the context with you
Open client details and respond without losing the conversation.
Keep approvals moving
Share files and send documents for signature from your phone.
Send it while it’s fresh
Create and send an invoice while the details are still in front of you.
Slide through your day. Select a number or scroll to explore all 6 features →
Do the next thing.
Without returning to your desk.
Connect from the client profile
Open the contact details you need to reach your client.
Create and send an invoice
Move from completed work to an invoice ready to share.
Your client takes a step.
Your office stays in sync.
When a customer books, sends a message or uploads a file, the next step stays connected to your TAAX workspace.
Customer App → TAAX workspace → Pro App
Jordan uploads a requested document
The file is connected to Jordan’s profile
Your team can review and follow up
Start with what needs you most.
Bring your daily priorities into focus. Review client context, prepared replies and suggested next steps before you act.
You review. You approve. You stay in control.
TAAX Ai / Daily briefing
Good morning, Ron.
Here’s where to start today.
3 priorities
Review today’s tasks and appointments.
2 replies prepared
Check suggested responses before sending.
1 client update
Jordan’s document is ready for your review.
Pick up where your office left off.
01
Download TAAX Pro
Choose the Pro app for your device.
02
Sign in to your account
Use the account you use for your TAAX workspace.
03
Take your office with you
Open your schedule, clients and daily work.
Questions before you download?
Your next move starts here.
Keep your business close, wherever the day takes you.
Scan for iPhone
Scan for Android
New to TAAX? Explore plans or book a demo.