App Store 
Google Play 
Appointments
See what’s next
Review bookings and appointment reminders before your next meeting.
Your schedule, with youTAAX Pro · Your mobile officeYour entire office.
Your entire office.
Right in your pocket.
Keep clients, documents, appointments and daily work connected. Pick up the next step from your phone, wherever your day takes you.
For iPhone and Android · Use your existing TAAX account
✓
Client file receivedYour office stays connected
✧
Your next step, readyOpen the record. Keep work moving.
Your clients, in context
Records, files and conversations together.
Your day, within reach
Appointments and tasks on your phone.
Connected to TAAX AI
Bring your priorities into focus.
Explore the appYour daily work.
Your daily work.
Designed for your phone.
Keep the tools you use throughout the day close at hand. Explore these screens from the TAAX Pro app.
Task Manager
Keep work moving
Create tasks and follow the work that needs your attention.
Priorities without the desk
Virtual Phone
Take business calls
Make and receive calls through your connected Virtual Phone.
Available with Virtual Phone
Clients & Inbox
Bring the context
Open a client record and continue the conversation in one place.
Less switching between tools
Documents & eSign
Keep files moving
Share files and send documents for signature from your phone.
Connected to your client
Invoices
Send it while it’s fresh
Create and send an invoice while the work is still front of mind.
From completed work to billingMobile features follow your account access and selected tools. Virtual Phone is an optional extra.
Two 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.
Stay informed. Stay ready.Less searching.
Less searching.
More of your day in view.
Choose how your office notifies you. Open the conversation, appointment or client record behind the update.
- See recent activity before you respond.
- Set the notification options available in your account.
- Carry the client context into the next action.
Your activity and notification settings in TAAX Pro.
Connected to TAAX AIStart with what
Explore your TAAX workspace Start with what
needs you most.
Bring daily priorities, client updates and suggested next steps into focus. Keep the context before you act.
TAAX AI · Example daily briefing
Good morning, Ashley.
Your day, in view
Review today’s tasks and appointments.
A reply, prepared
Open the client context before sending.
A client update
A requested document is ready for review.
Illustrative briefing · Sample information
Easy to get started
From download to your next step.
Download TAAX Pro
Choose the Pro app for your iPhone or Android device.
Use your TAAX sign-in
Sign in with the same account as your office workspace.
Pick up your day
Open your clients, schedule and connected office tools.
Before you download
A few useful answers.
Is there an extra fee for the app?
The app gives you access to features included in your subscription.
Can I manage everything on mobile?
Set up your workspace on the web, then handle most day-to-day work in the app.
Can I call and message clients?
Yes. Messaging and connected Virtual Phone tools help you stay in touch.
Is it available for my phone?
TAAX Pro is available for iOS and Android.
TAAX Pro mobile
Your office goes with you.
Download TAAX Pro and keep the work connected.
New to TAAX? Create your free account.
Scan for iPhone
Scan for Android