TaxTron Connect for firms
The app your clients use.
Your clients send slips and documents, answer your requests, sign, pay, message you and book appointments from their phone. It all lands in TaxTron, with the client and the return.
“The app you hand your clients will never advertise your competitors to them.”
What your clients do
What you ask for, answered from their phone.
Clients connect to your firm with your join link or its QR code. Then they:
- Send slips, receipts and documents: scanned, photographed or picked from their files.
- Answer your requests and your intake questions.
- Keep their own papers in My files all year, and send you what you need.
- Book an appointment with you.
Sign, pay and message
The rest of the return, from a link.
- Clients sign the T183 and other authorizations.
- They pay your payment requests.
- They message your firm, and you see who is waiting for an answer.
- Reminders for what's still to do go out on their own.
In TaxTron
What your firm sees.
New clients from your join link
Create a client for each request, link it to a client you have, or decline it.
Documents on the return
What clients send arrives on the right client and return, with the details they add.
Who is waiting on you
Clients who wrote and wait for an answer, in one list.
Told when it happens
You're told when a client signs, writes, uploads, asks to join, or books, moves or cancels an appointment.
Your firm in the app
Your join link with its QR code and a snippet for your website, what the app offers your clients, and how it looks.
TaxTron Connect Plus
Give your clients Plus.
Plus seats come in packs, bought in the web app. Give a seat to the clients you choose, or one to each new client automatically. A seat lasts the year it was paid for.
Plus seats: $10.00 for 1 client, 1 year.
The branded app
Your own branded app
The TaxTron development team will create a dedicated client app for your practice, published on both the Google Play Store and the Apple App Store.
- Share your custom app link directly with clients.
- Branded exclusively for your firm.
- Supported with all the documentation you need to get started.
Booking
Clients book from your own website.
Put your booking page on your website, linked or inside one of its pages. Clients pick a location and a time from your hours, confirm with a code, and you accept the request. They're told when it's booked, moved or cancelled, and reminded before. The page shows your firm only.
See TaxTron Connect with your own clients
Start free on the Web, or ask us for a demo.