Author Archives: taax_kb
Import Customers
TAAX Pro allows you to import multiple customers at once using a CSV or Excel...
Connect Zoom and Manage Meetings
TAAX Pro allows you to connect your Zoom account and manage meetings directly from the...
Introducing TAAX Pro
TAAX Pro is a browser-based client workspace platform built for tax professionals. It unifies the...
Viewing the Dashboard Screen
The TAAX Pro Dashboard provides a quick, real-time snapshot of all the core activities of...
Create Your TAAX Pro Account
If you’re new to TAAX Pro, this guide will walk you through the complete account...
View the Active Appointments
Appointments in TAAX Pro are booked and scheduled by customers based on the services they...