01
Contact details
Keep the right details within reach, from the first enquiry to the next appointment.
JP
Jason ParkerIndividual client
ActiveContactEmail · Phone
Next appointmentTax consultation
Every client. One connected record.
Know your clients.Keep every detail connected.
Keep client details, documents, conversations and next steps together—so your office can pick up the work without starting over.
Full access. No credit card required.
One client record
Keep the relationship and its history together.
Connected documents & messages
The context stays close to the client.
Clear next steps
Know what is ready and what needs attention.
Try the client workspace
One client. A team that stays informed.
Open a record, explore the details and hand responsibility to a colleague. The client stays at the center of the work.
Interactive example · Fictional clients. Sample progress follows the connected demo pages in this tab.
A complete picture, without the searching
The details that make your service personal.
See the person behind the work, with the information your team needs to pick up the conversation.
02
Conversation history
Return to the conversation with the context already there.
Client messageDocument question
Office replyNext steps shared
Conversation connected03
Custom fields
Keep the client information that matters to your practice in a consistent place.
ServiceTax preparation
Client typeIndividual
Year2026
04
Notes & attachments
Keep supporting files and useful notes alongside the client relationship.
Jason-Parker-W2.pdfDocument on record
Notes linked to clientSample client details shown.
Connected to TAAX Ai
Walk into the next
Walk into the next
conversation ready.
Ask your office copilot for a client brief. Bring recent activity, open tasks and a suggested next step into focus.
More time with the client.
Less time piecing things together.
TAAX Ai
Prepare me for Jason’s call.
Client preparation · Example conversationHere’s your client brief.
1 new document · 2 open tasks
Jason uploaded income-summary.pdf. Review the new file and prepare your questions before the 2:00 PM call.Bring your clients with you
Start with a list. Keep the details.
Add a client manually, invite them by email or import a CSV. Map the columns to the right fields before the import runs.
Try the five example rows below. A matching email reuses a client account; an invalid email is skipped. Matching is based on email, not a similar name.
| Client name | Email address | Office note |
|---|---|---|
| Jason Parker | jason@example.com | Existing client |
| Sam Rivera | sam@example.com | New client |
| Sam Rivera | sam@example.com | Repeated email |
| Taylor Brooks | taylor@example.com | New client |
| Jamie Lee | jamie-at-example.com | Invalid email |
Prepare the list
Use a valid email for each client. Check shared household emails and duplicates before importing; different email addresses can create separate client accounts.
Map your columns
Match the CSV headings to client fields and supported custom fields. Check the mapping carefully before running a larger import.
Review the result
Check the processed and failed row counts. Correct invalid email rows and review matched records rather than assuming the import merged every duplicate.
Moving from another system? Our team can help plan and assist with migrating your data. We’ll review the source files and formats with you. Talk through your move →
Shared office. Clear responsibility.
Keep the relationship when the team changes.
A client assignment identifies the staff member responsible for the relationship. It is separate from an appointment’s staff member, a task’s assignee and access inside other tools.
Office-wide oversight
The business owner can review the office’s client records and assign clients individually or in bulk. Keep the existing record instead of creating a new client for the next employee.
Assigned client lists
Employees see clients linked to their account. Shared work uses the appropriate team tools; assigning a client is not a switch that gives every employee the same notes, appointments or file access.
Staff departure handoff
Filter or select the departing employee’s clients and reassign them before changing that employee’s access. Review open tasks, appointments and important notes so the next person knows what remains.
A practical handoff checklist
- Choose the next responsible employee and reassign the client record.
- Capture the current situation and next action in an office handoff note.
- Review task assignments, appointments and employee-specific history separately.
- Check the new employee’s access, then update the departing employee’s account status.
Reassignment preserves the client record; it does not automatically transfer every employee-specific item. Owners can review office notes, while an employee’s note view is scoped to their account.
A conversation with contextFewer scattered messages.
Fewer scattered messages.
Clearer next steps.
Keep client questions, internal handoffs and mobile updates close to the work. Spend less time chasing email threads and making routine phone calls.
Pick up the conversation.
Discuss missing documents and next steps with the client through customer chat, the portal and the Customer App.
Jason ParkerCustomer chat · ExampleAshley: Please upload the income summary before our call.
Hand off the full picture.
Coordinate with colleagues in team chat and share the files or next action they need, separately from the client conversation.
Your office teamInternal conversation · ExampleAshley: Jason’s income summary is ready. Maria, can you review it?
Keep work moving on mobile.
Staff stay close to client work in TAAX Pro. Clients can communicate, manage appointments and exchange documents in the Customer App.
Your office, on the move
Review appointments, client updates and the next action for your work.
Staff workspaceFrom the TAAX community
Hear from the people we work with.
Feedback from our booking calendar. Reviews cover a range of TAAX services.
5.0★★★★★209 reviews
From our booking calendar ↗
An assigned task makes the next step easier to understand. The value for me is in the everyday work of passing work to a colleague. We have a shared reference for what still needs to be done.
Having the client details together makes it easier to get back into the work. The value for me is in the everyday work of returning to a client file. I can review the context before asking the client another question.
Clients can review available appointment times themselves. The value for me is in the everyday work of arranging a client meeting. It gives us a clearer starting point for scheduling.
The profile puts my services and booking options in one place. The value for me is in the everyday work of sharing my services with someone new. I can share the page instead of explaining everything in separate messages.
The trial gives me an opportunity to explore the tools in my own order. I can start with one workflow and decide what to try next. It is a practical part of my routine for learning the workspace.
The invoice preview lets me look over the business details and charges. It gives me a useful final check from the client's perspective. It is a practical part of my routine for reviewing a bill before sending.
Clear answers for your office
Know how your client workspace works.
Who sees shared office clients and assigned clients?
The business owner can review the office’s client records. Employee client lists are linked to their account. A client assignment identifies who is responsible; it does not make every employee’s notes, appointments, invoices or document access identical. Use team tools for shared work and check each employee’s access.
What stays with the record when I reassign a client?
Reassign the existing client rather than creating another account. Client information and linked documents stay with that record. Owners retain the office view of notes, while employee note views are scoped to their account. Review open task owners and appointment staff separately during the handoff.
How does bulk import work?
Export your list as CSV, upload it in Clients, map its columns to the supported client and custom fields, then run the import. Check processed and failed row counts afterward. A valid email is required for each imported client; Free-plan contact limits apply.
Will the import merge duplicate clients?
The import matches client accounts by email. An existing email is reused, including repeated email rows in the same import; invalid emails are skipped. Similar names with different emails are not automatically merged. Mapped office fields can update an existing record, so check your mapping and review shared household emails before importing.
What should we do when an employee leaves?
Reassign their clients individually or in bulk before changing the employee’s access. Record the next action, review outstanding tasks and appointments, and check important employee-specific notes or history. Then update the departing employee’s account status. Client reassignment does not perform every part of this handoff automatically.
How do notes and follow-up dates help the office?
Save an internal note with a follow-up date so the next action stays attached to the client. The owner can review office notes; employees see notes scoped to their account. A new note can clear a due follow-up, so set the next follow-up date when more work remains.
How does TAAX Ai help prepare for a client conversation?
TAAX Ai can bring recent client activity and next steps into a client brief. Use it to prepare questions, review documents that need attention and identify follow-up work. Check the record and review suggested actions before using them.
Can your team help us move our client data?
Yes. Our team can help plan and assist with migrating your data. We’ll review your current system, export formats and the records you want to bring across, then work through the import and checks with you. Talk to Sales about your move →
Make every client
feel remembered.
Bring your next client relationship into focus with TAAX Pro.