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.
Customer Manager
Every client.
Every client.
One clear picture.
Bring client details, documents, appointments and follow-ups into one working relationship. Give each client a responsible team member, prepare with TAAX Ai and keep the office’s context connected as work changes hands.
No credit card required
TAAX / Connected client record
Jason Parker
Individual tax preparation · Assigned to Ashley3Documents
2Open tasks
TodayFollow-up
Ready for the next conversation
Try the interactive client record →Explore notes, documents and a staff handoff using example data.
Income summary uploaded. Review the new file and the office notes before Jason’s 2:00 PM call.
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.
The details that make a difference
More context.
More context.
More personal service.
Contact details
Keep phone numbers, emails, and preferences together.
Conversation history
See calls, messages, and meetings in context.
Custom fields
Capture details that matter to your business.
Notes & attachments
Keep internal notes and files with each client.
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 |
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★★★★★4 reviews
From our booking calendar ↗
I booked a General Sales demo first, and the team answered every niche technical question I had. What really impressed me was the onboarding help—they actually walk you through the configuration so you aren't left guessing. The software is intuitive and the support is unmatched.
Running a service bureau with over 150 independent offices meant spending the first week of every month trapped in spreadsheet hell trying to calculate and send split commissions. Since moving to this platform, the commission center handles it all automatically. The software splits the prep fees, routes our bureau cut, and deposits the rest into our partners' accounts instantly. It’s saved us countless admin hours.
Switching our firm over to TAAX Pro has been a game-changer. The onboarding team was incredibly helpful in getting our entire staff set up. Being able to manage multiple client returns simultaneously without the software lagging has saved us dozens of hours this tax season.
We sourced our new automated document-gathering tool straight from the marketplace. The integration was instant, and our clients are already raving about the new onboarding flow. If you aren't looking through the marketplace options, you're missing out on serious efficiency.
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.