Illustrative TAAX Video Meetings workspace with sample client information.
Face to face. Connected to your office.

Meet your clients.
Keep the context close.

Bring video meetings, appointments and client information into one workspace, so the conversation and the next step stay connected.

Available separately. No paid TAAX plan required.
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Video consultations

Meet clients without another office visit.

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Connected appointments

Keep the meeting close to the booking.

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Client information nearby

Continue the client workflow after the call.

Meet without a time limit

Give important conversations the time they need.

Share a clear picture

Review documents and ideas together on screen.

Make joining simple

Meeting links and a join button in the client portal.

Keep your team connected

Each employee can host their own meetings.

Take a quick look

See how easy it is to connect.

A quick look at scheduling, joining, and sharing a screen with your clients.

Video Meetings overview video
Before the meeting

Less back-and-forth.
More booked time.

Create a video appointment from your calendar. TAAX keeps the meeting link, invitation, and reminders together.

Upcoming video meeting

Tax planning consultation

Tuesday, October 6

10:00–10:30 AM · Eastern time

Sarah Morris with Alex Johnson

Private meeting link · Added to your calendar
  • Invitation ready
  • Reminder set for 1 hour before
  • Join from the client portal
Illustrative appointment · Sample information
Built for better conversations

More than a video call.

Keep the conversation clear and the work moving.

Screen sharing

Screen sharing

Walk through a return, explain a document, or share a presentation so everyone can follow along.

Clear video and audio

Clear video & audio

Connect in HD with audio and video that adapt to different connection conditions.

Easy client invitations

Easy client invitations

Give clients a clear invitation and meeting details so they can join with confidence.

After the conversation

Your meeting ends.
The work stays connected.

Carry the context into the next appointment, client update, or follow-up task.

Customer Manager

Start from the client profile and keep meeting activity connected to the client timeline.

Explore Customer Manager

Task Manager

Keep preparation, meeting notes, and follow-up tasks together for your team.

Explore Task Manager

Client Portal

Give clients one familiar place to join appointments and stay in touch.

Explore Client Portal
VIDEO MEETINGS PRICING

Buy the tool. Keep your choice of plan.

Purchase Video Meetings on its own with a TAAX account. A paid office plan is optional.

MONTHLY

Video Meetings

$49.99/month

1,000 meeting minutes · Billed monthly.

No paid office plan required.

Get Video Meetings →
ANNUAL

Video Meetings

$199/year

10,000 meeting minutes · Billed annually.

No paid office plan required.

Get Video Meetings →

Monthly and annual Video Meetings packages have different minute allowances. Choose the allowance that fits your office.

Your selected extra will be saved for checkout when you create your account.

Good questions

A little more clarity.

The essentials for your next client conversation.

No. TAAX video meetings have no time restriction, so you can give each conversation the time it needs.

TAAX provides a meeting link and a direct join button in the client portal.

Yes. Each employee can host their own meetings.

Yes. Share your screen to review documents, explain a process, or present information.

Yes. TAAX apps support iOS and Android, so clients and team members can connect on the go.
Better conversations start here

Bring your next meeting to TAAX.

Connect with clients and keep every conversation close to the work.