Owner access
See office client records and office boards. Review assignments across staff, then open the relevant tool to follow up.
Built for tax practices with a team
One team. One workspace.Every next step connected.
Keep client work, staff responsibilities and office communication together—with fewer manual handoffs.
Full access. No credit card required.
AI-powered automation
Routine work moves in the background.
Shared tasks & calendars
Your team sees the next step.
Connected client records
Every next step in context.
Try a connected workday
See what needs you. Take the next step.
Switch between office oversight and an employee’s focus. Open a priority, review the client context and try a handoff.
Northstar Tax · Example office
Your workday, connected.
TAAX Ai · Daily briefing
Start with the overdue W-2 follow-up, then confirm James’s appointment.
Choose a priority to explore its next step.
Interactive illustration · Fictional clients and sample actions. Nothing is sent or changed in a live account. Tools and widgets depend on your plan and role.
Employee access
Work with linked client records and your appointments. Board access includes your own boards and boards with tasks you created or were assigned.
A clear review queue
The example groups overdue and review work to show the next step. A Review column is a team workflow stage; it does not add an approval permission. Commission Center payout totals are owner-only.
Connected to TAAX Ai
Your briefing is ready. Your context is connected.
TAAX AI brings client activity, missing documents and upcoming work into one briefing—without piecing together updates from separate tools.
- Get a morning briefing
- Find client files that need attention
- Review appointments and due tasks
TAAX Ai
What needs my attention today?
Your office, in one conversation.
Here’s where I’d start.
A document request needs review
Review the missing items before the next step.
An appointment needs confirmation
Check your upcoming schedule and follow up.
A task needs your next step
Keep the next action in view for your team.
From overview to action
Connected tools. Fewer steps between them.
Move straight into the tools you use most. Your dashboard keeps common actions within reach.
Every relationship. Every next step.
One activity feed.
One activity feed.
Every handoff in view.
Bring client inquiries, appointment changes, document updates and team tasks into one clear view.
Keep the client context close
Follow recent activity and identify the client files that need attention.
Give each employee a focused view
Every employee has a dashboard for their own clients and appointments.
Your office, as it happens.
Illustrative activity feed · Sample clients and events
Keep the conversation connected
The next conversation.
The next conversation.
Closer to the work.
Bring client calls, video meetings and internal conversations into the same office experience.
Video meetings
See upcoming virtual appointments and move from your schedule into the meeting.
Virtual phone
Keep incoming calls, outgoing calls and client communication history close at hand.
Team chat
Share updates and documents with your team as the work moves forward.
Your office goes with you
Step away from the desk.
Step away from the desk.
Stay close to your office.
Keep appointments, client updates and important tasks in view with the TAAX Pro mobile experience.
Your day, ready at a glance
See your schedule and the items that need attention before the next conversation.
A connected client experience
Clients can book, communicate and send documents through the Customer App.
TAAX Pro mobile dashboard · Illustrative sample data
The big picture, without the hunt
What is running.
What is running.
What needs your attention.
Bring important business summaries into one overview, then open the details when you need them.
Revenue & balances
Review income, outstanding balances and recent payments.
Client pipeline
Track inquiries, active clients and the work moving forward.
Task progress
Keep due dates, completed work and team priorities in view.
Appointments
See upcoming meetings and prepare for the next client.
Good questions. Clear answers.
Your dashboard
Your dashboard
questions,
answered.
Want a guided look at your connected office?
TAAX Ai is your office copilot. Ask about priorities, review dashboard activity and find the client
files or next steps that need attention.
Yes. Each employee has a dashboard showing their own clients and appointments.
Yes. Team chat keeps internal conversations and document sharing connected to the work.
Yes. Share your preset calendar link directly so clients can choose an available appointment time.
Yes. Clients receive app and email notifications, along with daily reminders.
Yes. Open Employees from the side menu and choose Add Employee.
A connected office starts here
Your practice.
Your practice.
Connected from the first day.
Bring your clients, team and tools together in TAAX Pro.