A concise guide to help new users quickly understand and utilize TAAX App, covering initial setup, key features, and essential first steps.
Understand and navigate the central hub of TAAX App. This section details the various widgets, tools, and information available on your personalized dashboard.
Explore how TAAX App seamlessly connects with other essential tools and services, enhancing your workflow and expanding your capabilities.
This section covers adding new customers, accessing their profiles, managing appointments, sharing documents securely, and utilizing communication tools to provide seamless service.
Learn how to book, manage, reschedule, and cancel appointments, set up automated reminders, and integrate with your calendar for efficient time management.
Manage your personal and business details within TAAX App. This section guides you through updating your contact information, uploading a profile picture, setting your availability.
This section covers the drag-and-drop builder, various question types, smart automation features, and how to integrate your custom forms for seamless data collection.
his section provides insights into user experiences, testimonials, and feedback, highlighting the app's strengths and how it helps professionals and clients achieve their financial goals.
This section details how to create, send, track, and manage invoices, accept payments securely, and reconcile your financial records for all your services.
This section covers adding new employees, assigning roles and permissions, tracking their activities, and managing their access to client information.
Define and manage the professional services you offer. This section guides you through creating service offerings, setting pricing, categorizing services for easy client selection.
Configure and manage your overall business settings. This section covers essential details such as your company profile, branding, working hours.
This section explains how to make and receive calls, manage voicemails, set up call forwarding, and use other advanced telephony features to enhance your professional interactions.
This section explains how to configure your operating hours, block off time for breaks and ensure your clients can only book appointments during your designated working schedule.
This section details how to prepare documents for e-signature, send them to clients, track their signing status, and maintain compliant digital records for all your agreements and forms.
Individual tasks live on Cards. Add all the details right where you need them: create checklists, set due dates, attach files from your computer or cloud storage, and assign tasks to team members.
Simplify File Sharing, Organize Documents & Ensure Client Data Security. Easily receive customer documents and combine them into a viewable single PDF using our special merge tool.
Find quick answers to common questions about using the TAAX App Pro. This section covers a range of topics from initial setup and navigation to specific features and troubleshooting tips.
Detailed instructions on how to use the cloud tax software.
