App Store 
Google Play 
Appointments
Book your next visit
Choose an available time and manage upcoming appointments.
Virtual or in-officeTAAX Customer App · Free client accessYour professional.
Your professional.
One tap away.
Book an appointment, share a document, send a message or sign on your phone. Keep every next step with your professional in one easy place.
Free for customers · Available for iPhone and Android
✓
Appointment confirmedThe details are easy to find
✧
Document sharedYour professional can pick up the next step
Book on your schedule
Find a time that works for you.
Share & sign from your phone
Respond without a trip to the office.
Keep the conversation together
Your professional, within reach.
Explore the appA simpler way to work
A simpler way to work
with your professional.
See the familiar screens that keep appointments, requests and conversations easy to find.
Messages
Stay in the conversation
Message your professional and find their replies in one place.
Your conversation, together
Documents
Share what’s needed
Send requested files from your phone without an extra office visit.
A clear next step
eSignatures
Review. Sign. Continue.
Complete a signature when your professional sends a request.
From your own device
Invoices
Know what’s outstanding
View invoices and handle payments through your connected account.
Billing within reach
Updates
Notice what needs you
Find appointment, message and document updates in the app.
Fewer loose endsTwo apps. One connected workspace.A client takes a step.
A client takes a step.
Your office stays in sync.
The Customer App and Pro App keep the same client relationship connected through TAAX.
A client sends the document their professional needs.
The document stays connected to the client’s profile.
The office can review the update and follow up.
One client relationship. Connected on both sides.
Booking without the back-and-forthFind a time.
Find a time.
Make it yours.
See your professional’s availability and keep the appointment details close, from the first booking to your next conversation.
- Choose an available date and time.
- Review virtual or in-office appointment details.
- Keep messages and requested documents with your professional.
Choose your time and continue your booking in the Customer App.
Easy to get started
From download to your next step.
Get the Customer App
Download the free app for your iPhone or Android device.
Connect with your pro
Find your professional and access your customer account.
Take the next step
Book, message or respond to a document or signature request.
Before you download
A few useful answers.
Is the Customer App free?
Yes. The Customer App is free for customers to use.
Can I book and manage appointments?
Yes. View availability and manage appointments within your professional’s booking rules.
Can I send files and sign documents?
Yes. Upload requested documents and complete e-signatures in the app.
Can I message my professional?
Yes. Keep your conversation connected to your account.
TAAX Customer App
Your next step is within reach.
Download the free Customer App and stay connected to your professional.
Are you a professional? Explore TAAX Pro.
Scan for iPhone
Scan for Android