Owner access
See office client records and office boards. Review assignments across staff, then open the relevant tool to follow up.
Your office, connected
Your whole office.
Your whole office.
One clear view.
Clients, appointments, tasks and invoices—together in one dashboard for tax preparers, accountants and bookkeepers. TAAX Ai helps you see what needs your attention.
A clearer day starts with a connected office.
One shared workspace
Keep essential tools togetherOne workspace
Essential tools, together
A clear daily overview
See what needs you nextA clear overview
See what needs you next
Connected client activity
Follow every important updateConnected activity
Keep up with client updates
TAAX Ai beside you
Turn questions into next stepsTAAX Ai beside you
Questions to next stepsTry 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
Meet the Ai inside your dashboard.
Ask a question. Get a clearer starting point. TAAX Ai brings your office activity into one useful conversation.
- 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
Less searching.
Less searching.
More getting things done.
Move straight into the tools you use most. Your dashboard keeps common actions within reach.
Every relationship. Every next step.
Know who needs you.
Know who needs you.
See what's moving.
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.
The big picture, without the hunt
See where things stand.
See where things stand.
Decide what comes next.
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
Make room for
Make room for
work that moves you forward.
Bring your clients, team and tools together in TAAX Pro.