Top Rated

Certified and Verified Financial

Services Providers

TAAX has become the standard when it comes to certification and verification for Financial Services providers.

Our Professionals have been verified before their listings are approved. You can view what people are saying about them long with their company profile.

  • Appointments
  • Security
  • Documents
  • Meetings
  • Messaging

The most trusted site for Certified and Verified
Financial Services Providers



Appointments Made Easy

You can easily book an appointment and see the providers availability in real-time

Security - We have an extremely secure network that protects your data.

Documents - You can securely share your documents via our customer to provider transfer portal

Why Choose Us

Virtual and In-Office

For the professionals offering virtual appointments you can meet with them virtually directly through the mobile app. For an in-office appointment you can confirm you meeting location and time.

  • Voice and Video Calling

    We have a state of the art platform that allows you to easily connect through our app.

  • Messaging

    Our chat system allows you to send and receive real-time instant messages.