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FAQ

Helpful Information

HOW TO REGISTER AS A PROFESSIONAL

  1. Choose your office type: Single or Multi-office.

  2. Enter your email address and select a password.

  3. Enter your company name, owner’s name, and phone number.

  4. Enter your display name: This will also be your TAAX App link. This cannot be changed.

  5. Enter your business address: You have the option to turn off the address display in the business dashboard.

  6. Enter your website (if available) and the ‘About Us’ information.

  7. Select your business office hours: These may be different from your actual working hours. You can set a different set of working hours in the dashboard.

  8. Upload your primary profile image and a video introduction: The profile image is required to complete the registration. The video introduction is optional but can help customers choose your business.

  9. Select your annual or monthly Membership package then follow the final few steps in the dashboard.

Remember, each platform might have a slightly different interface, so the steps might vary a bit.

DASHBOARD PHOTO

  1. Click the person icon in the top right corner.

  2. Select ‘My Profile’ from the dropdown menu.

  3. Click the green ‘Edit’ button on the image.

  4. Select your image from the file manager and click ‘Open’.

  5. You will then see the image displayed in the profile box.

  6. Click ‘Save Changes’.

Remember, each platform might have a slightly different interface, so the steps might vary a bit

BUSINESS SETUP

  1. Select ‘Business’ from the dashboard menu.

  2. Click on ‘Edit business’ from the dropdown menu.

  3. In this section, you can edit and add additional profile images. To add an image:

    • Select the edit pin.

    • Select your image from the file manager and click open.

    • The new image should now be displayed.

  4. You can also manage your company details in this section. This includes:

    • ‘About us’ details

    • Company Name

    • Hours

    • Associations

  5. Enter your ‘About us’ details.

  6. Check the boxes if you offer virtual or physical appointments.

  7. Enter your social media links.

  8. You can select Associations from the dropdown list and manually add them.

  9. Enter your working hours. Note that working hours are different than business hours.

  10. Enter your daily breaks.

  11. Finally, click the ‘Save Changes’ button to apply all the changes. 

ADDING EMPLOYEES

  1. Click on ‘Employees’ from the dashboard menu.

  2. Click the ‘Add Employee’ button.

  3. Enter the employee’s first and last name.

  4. Enter the employee’s email address.

  5. Select the office location for this employee. Locations should already be set up under the ‘Business Locations’ menu.

  6. Select a password for the employee to use for login.

  7. Click the ‘Save’ button

Remember, each platform might have a slightly different interface, so the steps might vary a bit.

BUSINESS LOCATIONS

  1. Select ‘Business Location’ from the business dropdown tab in the dashboard menu. Note that Multi-office members can have several different locations.

  2. Click the ‘Add Location’ button.

  3. Enter the location details and phone number.

  4. Click the ‘Save Location’ button.

Remember, each platform might have a slightly different interface, so the steps might vary a bit.

ADDING SERVICES

  1. Navigate to Services: Click on ‘Services’ in the dashboard menu.

  2. Add a Service: Click the ‘Add Service’ button. This will bring up a list of all available services.

  3. Select a Service: Choose a service from the dropdown list.

  4. Enter Fee: Input your fee for the service. This step is optional. If your fees vary or you prefer not to display a price, you can leave this section blank.

  5. Appointment Approval: Decide whether to manually approve appointments or set them to be auto-approved.

  6. Attach Questionnaire: You have the option to automatically attach one of your preset questionnaires to each appointment.

Remember, each platform might have a slightly different interface, so the steps might vary a bit.

CUSTOMER REVIEWS

  1. Navigate to Reviews: Click on ‘Reviews’ in the dashboard menu. This will display all customer reviews for your company.

  2. Reply to Reviews: You can respond to these reviews by clicking on the individual review.

  3. Review Management: Please note that you cannot delete or modify a review.

Remember, each platform might have a slightly different interface, so the steps might vary a bit.

APPROVING APPOINTMENTS

  1. Navigate to Appointments: Click on ‘Appointments’ in the dashboard menu.

  2. Select Unconfirmed Appointment: From the calendar, select the unconfirmed appointment. These are highlighted in blue.

  3. Send Video Invite: If this is a virtual appointment, you will need to select the ‘Send Video Invite’ button.

  4. Send Document Request or Questionnaire: To send a document request or questionnaire, select your preset questionnaire from the dropdown.

  5. Approve the Appointment: Click the green ‘Approve’ button to approve the appointment. The client will receive an approval notification with your meeting instructions and questionnaire.

Remember, each platform might have a slightly different interface, so the steps might vary a bit.

PDF MERGE TOOL

  1. Open the TAAX App and click on PDF Merge in the dashboard menu.

  2. Click on the upload files icon and select all the files you want to merge. Make sure all these files are in the same folder.

  3. Click open in the file manager to add the files to the toolbox.

  4. After confirming all the files to be merged are in the toolbox, click the submit button.

  5. Name your file and click save. The merged PDF will then download to your system.

  6. Click on the downloaded file to open your newly merged PDF

Remember, each platform might have a slightly different interface, so the steps might vary a bit.

MARKING APPOINTMENT COMPLETE

  1. Navigate to Appointments: Click on ‘Appointments’ in the dashboard menu.

  2. Select an Appointment: Select one of the appointments highlighted in green.

  3. Mark Appointment as Completed: Click the green ‘Appointment Completed’ button. This will mark the appointment as completed.

  4. Send Review Notification: After the appointment is marked as completed, a notification will be sent to the client to leave a review. This step is crucial for building up your company’s reputation.

Remember, each platform might have a slightly different interface, so the steps might vary a bit.

SETTING UP A QUESTIONNAIRE

  1. Click on ‘Questionnaire’ from the dashboard.

  2. Create your questions and document requests before creating a Questionnaire.

  3. Click on ‘Add Questions’. You can create both question-and-answer type questions or multiple-choice questions.

  4. Type your question. Example: “Do you have a W2 form?”

  5. Create a corresponding document request for this question. Example: “Please upload your W2 form?”

  6. Go to the ‘Questionnaire’ dropdown menu and select ‘View Questions’. You can edit the questions here.

  7. Go to the ‘Questionnaire’ dropdown menu and select ‘Add Questionnaire’.

  8. Give the questionnaire a title. Example: “W2 customer form.”

  9. Add the questions from the list that you want shown on this form.

  10. Click the ‘Create Questionnaire’ button.

  11. Go to the ‘Questionnaire’ dropdown menu and select ‘View Questionnaire’. You will see and edit all of your questionnaires here.

Remember, each platform might have a slightly different interface, so the steps might vary a bit.

ACCESSING CUSTOMERS DOCUMENTS

  1. Click on ‘Customers’ from the dashboard.

  2. On the customer’s profile, you can access all the uploaded documents from the customer.

  3. Click on the green document icon. This will take you to the client file manager.

  4. Click on the file you want to download.

  5. You can use the TAAX App merge tool to merge these documents into one PDF.

Remember, each platform might have a slightly different interface, so the steps might vary a bit.

SENDING MESSAGES

  1. Click on ‘Customers’ from the dashboard.

  2. Scroll over to the customer’s profile. From here, you can download documents and send messages.

  3. Click on the mail icon to send a direct message to the customer.

  4. In the ‘Send Message’ window, type the message to your customer. The customer will receive a notification.

  5. The responses from the customer will be shown in this section.

Remember, each platform might have a slightly different interface, so the steps might vary a bit. Always make sure to review all the messages before sending them.

VIDEO CALLING
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  1. Go to your Appointments Calendar.

  2. Select the upcoming appointment.

  3. Toggle the “Send video meeting link” button to on. This will generate a unique link for you and your customer to join the video call. You can also set this option to send automatically along with your questionnaire in the Services section.

  4. Confirm the customer appointment in the details by tapping on “Confirm”.

  5. When it is time for the video call, go to the upcoming appointment on the calendar and open the selected date. You will see the “Join video meeting” button. Tap this button to join the meeting with your customer. Your customer will see this same option on their appointments in the app.

 

Remember, each platform might have a slightly different interface, so the steps might vary a bit. Always make sure to review all the messages before sending them.

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