Book & manage appointments
Choose from your office’s live availability, with virtual or in-office options and changes within your booking rules.
One client portal. Every next step.Easy for your clients.
Easy for your clients.
Connected to your office.
Give clients one place to upload documents, message your team, book appointments and sign. Every interaction stays connected to your practice.
Free client access. Web and mobile.Documents & signatures
Upload requested files and sign, in one place.
Messages & appointments
A direct connection to your office.
Free client access
One portal, on web and mobile.
Try it from your client’s side
See what your clients can do.
Choose a tab and try a sample action. The office view shows how that action stays connected to the client record.
JP
Welcome, JasonYour portal with Northstar Tax
See the client experienceA familiar next step.
A familiar next step.
A connected office.
See how clients find their requests, share documents and keep in touch—without losing the conversation between separate tools.
Everyday client tasks, simplified
One portal. Every next step.
Clients know where to go. Your team keeps the information together.
Upload & access documents
Share requested files and find documents your office has made available, without searching through email threads.
Message & meet your office
Keep secure conversations in one place and access scheduled video meetings when your office offers them.
Sign & view invoices
Review and sign shared documents, check invoice status and find receipts when needed.
Client actions. Office visibility.Your client takes action.
Your client takes action.
Your office stays in sync.
Documents, appointments and conversations stay connected to the client record inside TAAX.
A clear view of what’s next.
W-2 uploaded
Jason’s document is shared with the office.
Appointment confirmed
Friday · 10:00 AM · Virtual consultation
A message from your tax pro
“Thanks, Jason. We have your W-2.”
One record. The whole context.
- Documents stay with the client’s file.
- Messages and appointment history stay in view.
- Your team can follow the same next step.
✦ TAAX AIKeep the next action in view.
Bring missing documents, prepared follow-ups and upcoming work into your office briefing.
Their portal, wherever they areEasy on mobile.
Easy on mobile.
Connected to your business.
Clients can use the web portal or free TAAX customer app to book, communicate and share documents.
- Helpful reminders and updates. Keep appointment reminders and account activity close at hand.
- A simple way back to your office. Clients can return to their documents and conversations in one place.
- Connected to your business presence. Prospective clients can discover your business and view availability on the Marketplace.
Better for clients. Better for your team.Less back-and-forth.
Less back-and-forth.
A clearer client experience.
Fewer routine requests
Clients can find documents, appointments and invoice information themselves.
Clearer communication
Keep messages, meetings and important updates connected to the same client.
A professional experience
Give clients a consistent place to return to throughout their work with your office.
A few things to know
Client Portal questions, answered.
Find the right fit for your clients and your office.
Talk to our team
Yes. Your clients can access the portal and customer app at no charge to you or them.
No. Clients can use your calendar link or your business page on taax.app to schedule an appointment.
Yes. Available time slots update as bookings are made, helping clients choose an open time.
Yes. Clients can select either service when booking, based on the options your office offers.
Customer reviews are displayed on the TAAX App Marketplace.
Your clients. Your office. Connected.
Make the next step easier.
Bring clients and your team together in one connected workspace.
Full access. No credit card required.