One source of truth, wherever you work

Everything captured in myTAPapp automatically flows back into TAP CRM, keeping client files, tasks, diary entries, and notes accurate and up to date. Advisers can work confidently from anywhere, knowing information is recorded once and reflected across the business.

Stay aligned across your business

By removing double handling and manual follow-ups, myTAPapp ensures information stays consistent across advisers, support staff, and systems. This creates better visibility across client activity and helps businesses operate in a more organised way.

Advisers and businesses achieve:

Cleaner, more reliable client records without re-entering information
Better visibility across tasks, advice activity, and follow-ups
Stronger governance and audit readiness through consistent record-keeping
More confident decision-making with up-to-date information across the business
Less admin friction as client numbers and activity increase

With everyone working from the same information, advice businesses can stay organised, reduce risk, and maintain high standards of client care as the business grows.

Learn more

Find the answers that you need.

Adviser App

Ready to get started?

Find the answers that you need.