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Client conversations. Connected to the work.

One inbox.
Every conversationin context.

Keep client messages close to their records, documents and next steps. TAAX AI helps prepare replies without rebuilding the context.

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Connected client messages

Keep each conversation close to the record.

Attachments in context

Find the file beside the discussion.

AI-prepared reply drafts

Start with the context already in place.

Try the connected inbox

Read the message. Start with the context.

Open a sample conversation, explore the attachment and review an AI-prepared reply. Edit the draft before trying the example send.

TAAX

Try your inbox

Read · Draft · Follow up

Jason Parker

Client chat

Open a conversation, then try an AI-assisted reply.

Illustrative AI assistance · Fictional data · No messages, files or tasks leave this page.

Customer conversation · Next steps

Talk through Jason’s filing

Keep the question with the client record, confirm what comes next and review the appointment when needed.

Review the appointment →

Try both sides of the conversation. Nothing is sent.

Sample attachment

Parker_Jason_W2_2026.pdf

Jason Parker · 2026 W-2

Document received

Added to this example conversation for review. The attachment stays beside the client’s messages.

Fictional document preview. No real financial information is displayed.

Try Document Manager →
Your email, inside TAAX

Your email address.
A connected workday.

Connect your email account to send and receive messages directly in TAAX Inbox. Handle email alongside client chats, with fewer places to check.

  • Receive client emails
  • Write replies
  • Keep the context
TAAX InboxConnected email

Document question

JP
Jason Parker Incoming email

Hi Ashley, which documents should I send before our meeting?

AS
Ashley Reply from TAAX Inbox

Hi Jason, please send your income documents before our call. I’ll confirm once I’ve reviewed them.

Illustrative conversation · Email and client context together

The conversation, with its context

Less searching. More understanding.

Keep messages, shared files and follow-ups close to the client work they belong to.

01

Private messaging

Give clients a dedicated place to talk with your office.

CLIENT CONVERSATION
Which documents should I send?
I’ll confirm the next steps here.
02

Files in the thread

Keep the attachment beside the question, so the details are easy to find.

SHARED IN THIS THREAD
income-summary.pdfShared by Jason
File + conversation
03

A clear history

Pick up the discussion with the context from earlier messages.

CONVERSATION HISTORY
Document requestSent
Client attachmentReceived
Next stepReview
04

Timely updates

Prepare a reply with the context in place, then review it before sending.

TAAX AI ASSISTANCE
Thanks, Jason. I’ll review this before our meeting.
Draft · For your review

Sample client details shown.

Your inbox, with TAAX Ai

Find the context.
Keep your voice.

Catch up on the thread, shape a thoughtful reply and spot the next follow-up.

You review. You edit. You send.

TAAX

TAAX Ai

Summary · Reply · Follow-up

Here’s where things stand

Jason shared a new document. He is waiting for your review.

Suggested reply

Thanks for sending this, Jason. I’ll review the document and let you know if I need anything else.

Illustrative assistance · Nothing sent automatically
From request to next step

Make every follow-up clearer.

Ask for what you need, keep uploaded files beside the conversation, and tell clients what happens next. Return to the thread when you need the details.

Request a file · Review the attachment · Confirm the next step

Client conversation · Document follow-up

1  Request and receive

Ashley: Please upload your income summary here.

Jason: Attached it to this conversation.

Attachment: income-summary.pdf

2  Confirm what happens next

Ashley: Thanks, Jason. I’ll review it before our meeting and message you here if I need anything else.

Client messaging · Illustrative workflow
Team chat

Good service is a team conversation.

Ask a colleague, share a file and keep internal discussions organized by client or project.

Keep internal collaboration separate from client messages.

# Client review

Ashley · 10:32 AM

Jason’s document is in. Can you take a second look before our call?

Ron · 10:35 AM

On it. I’ll add my notes here so we have everything together.

Internal conversation · Sample data
Stay connected, wherever work takes you

Keep the conversation moving.

Client portal & app illustration

Client portal & app

Give clients a familiar place to message and share files.

Your Pro app illustration

Your Pro app

Stay in touch with clients while away from your desk.

Calls & video meetings illustration

Calls & video meetings

Continue the discussion with TAAX’s connected communication tools.

A few things you might be wondering.

Yes. Connect your email account to send and receive email messages directly in your TAAX Inbox.

Yes. Clients can use the Customer App or their portal.

Yes. Documents can be uploaded directly into the client conversation.

Use Team Chat for internal discussions and file sharing.

Yes. Clients can use the e-signature feature in the app.

Catch up with a summary, review a suggested reply and identify follow-ups. You choose what to send.

Make every conversation count.

Bring your clients, your team and your next steps together.

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