TAAX App 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

TAAX App

No reviews yet

Pricing

Starting at $23.99 per month

About TAAX App

TAAX App is a comprehensive solution for financial services professionals who want to expand their client base and maximize efficiency. The app can be used to manage appointments efficiently, with an intuitive calendar feature.

TAAX App eliminates the need to juggle multiple apps and platforms, saving time and money for professionals. This app can consolidate appointments and also provides document management, intake forms, video conferencing, messaging, and marketing in one centralized location.

TAAX App's tools include:
Business Profile
Video Conferencing
Team Calendars
Online Bookings
Automated Emails
Review Management
Scheduling
Automated Marketing
Client Chat
Secure Document Sharing
In-take forms
Client Management
Social Media Integration
Reviews Booster

TAAX App Screenshots

TAAX App Pricing and Plans

Starting price: $23.99 per month

Free Trial

Free Version

Grow Plan

$23.99

per user, per month

Plan includes:

1 User
1 Location
1 Calendar
1 Professional Profile
Messaging
Secure File Sharing
Video Conferencing - $10 add-on
Automated Marketing

Office

$49.00

per user, per month

Plan includes:

Team Calendars
Business Profile
5 Categories
Messaging
Pdf Merge Tool
Intake Forms
Secure File Sharing
Video Conferencing - $10 add-on
Automated Emails
Automated Marketing

Enterprise

$749.00

per year

Plan includes:

Includes All Features
Customization Options
Dedicated Onboarding Rep

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TAAX App Features

Popular features found in Appointment Scheduling
Appointment Management
Automated Scheduling
Calendar Management
Client Database
Group Scheduling
Mobile Access
Online Payments
Recurring Appointments
Reporting & Statistics
More features of TAAX App
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Scheduling
Availability Management
Booking Management
Calendar Sync
Client Management
Client Portal
Confirmations/Reminders
Credit Card Processing
Customer Database
Customer History
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Templates
Data Import/Export
Drag & Drop
Email Management
Email Marketing
Employee Management
Employee Scheduling
Facility Scheduling
Generative AI
Multi-Location
Online Booking
Personalization and Recommendation
Real-Time Notifications
Real-time Scheduling
Real-Time Updates
Reminders
Self Service Portal
SMS Messaging
Task Scheduling
Third-Party Integrations
Time Zone Tracking
User Management
Website Integration