TAX AND ACCOUNTING PRACTICE MANAGEMENT SOFTWARE
Unleash the Full Potential of Your Small Tax or Accounting Firm
Leverage the power of user-friendly, AI-powered features for your Tax and Accounting workflow. Streamline processes, save time and money, and skyrocket profits with Taxaroo.
Streamline your operations, automate tasks, and optimize your client experience with Taxaroo.
Trusted by Over 3,000 Tax, Bookkeeping, Accounting and CPA Firms
Taxaroo By the Numbers
Over 100K Clients Processed
Over 5 Million Hours of Time Saved
Over 10K Tax Questions Answered by our AI
Over 20 Years of Industry Experience
Effortlessly Manage Your Practice with a Platform Built for Small Firms Like Yours
Taxaroo’s easy-to-use software helps you grow your practice by eliminating inefficiencies in operations. Save time and money while focusing on what truly matters: your clients.
You’ll get to provide a world-class online client experience as a hybrid and tech-driven practice without hassle or high costs.
Taxaroo is perfect for 100% virtual, hybrid, or in-person operations.
Streamline Your Workflow
Banish the Chaos and Reclaim Your Time!
- Consolidate Tools: Replace paper, spreadsheets, and emails with a single, unified dashboard
- Keep everything organized with a single hub for communications, documents, and tasks
- Save tons of time with integrated payments, e-signatures and automatic document follow-up features
Unlock Your Firm's Potential with AI
Use Our Artificial Intelligence for Advanced Efficiencies
- Save time and provide tailored tax strategies with our cutting-edge AI-driven features
- Get instant, reliable answers to tax and accounting questions so with built-in tax research.
- Analyze your clients' data in-depth to offer personalized solutions and guidance
Taxaroo users save an average of 47 minutes per return or engagement due to streamlined processes and improved organization
Lead a High-Performing Team
Finally, the Freedom to Breathe During Tax Season
- Enhance collaboration and empower your staff, whether remote, in-office, or hybrid
- Effortlessly assign tasks, set permissions, and monitor progress for transparency and accountability
- Keep communication lines open with integrated messaging and real-time notifications
Grow Your Profits
Reduce Your Costs & Earn More by Adding New Clients
- Our affordable, scalable solution grows with your firm's success
- Scale your practice seamlessly, adding clients, staff, or services without missing a beat
- Attract new business and boost revenue by leveraging Taxaroo's unique, state-of-the-art features tailored for small firms.
Discover Smoother, More Efficient Business Operations
Taxaroo will help your business become stress-free.
Experience the ultimate practice management solution designed exclusively for small tax, bookkeeping, accounting and CPA firms.
Taxaroo’s intuitive platform, powered by AI-driven capabilities and innovative automation tools, stands out in the market. It helps you minimize manual tasks, increasing your efficiency, and empowering you to deliver exceptional client experiences. Elevate your practice with Taxaroo.
Online Client Organizers
Use custom or pre-built client organizers for faster and more efficient information collection.
Secure Document Portal
Collect, manage, store, and share your documents using world-class encryption.
IRS Compliant eSignatures
Keep out of trouble with our Basic or Enhanced Knowledge Based Authentication (KBA).
Chat, Texting, and Video Calls
Appointment Scheduling
Import/Export Tools
Eliminate redundant data entry by importing and exporting to tax software.
Spanish Workflows
Invoices & Payments
Easily send invoices and accept credit cards and ACH with built-in payments.
Performance Analytics
Monitor your revenue growth, team performance, and gather client reviews.
Complete White Labeling
Team Member Accounts
Build and manage your team of tax professionals and accountants to any size.
Birthday Emails
Automatically send all or some of your clients a Happy Birthday email each year.
Referral Program
Each client is assigned a unique referral link to track and encourage referrals through sharing the link.
Mapped Portal Drive
Save or view the documents in your cloud dashboard right from your desktop or laptop.
Automated Follow Ups
Stop chasing down documents from clients and automatically send out reminders for missing items.
AI Assisted Answers
Tax and accounting research in your dashboard while simultaneously answering client questions.
Upgrade to a Modern
Digital Client Experience
Taxaroo offers a comprehensive toolset tailored for small Tax and Accounting firms. Supported by a dedicated customer success team, our platform streamlines the secure collection of sensitive data. This is crucial because it also automates client interactions and simplifies practice management. Whether you operate in a digital or hybrid environment, Taxaroo helps you achieve efficiency and growth.
SIMPLIFY YOUR LIFE
Confidently Transition to Taxaroo Now
We’re dedicated to ensuring a smooth onboarding experience for you. Because our team is ready to provide personalized training sessions and ongoing support, ensuring your success and growth.
- 14-day free trial
- 100% Money-Back Guarantee
- Cancel anytime
- 14-day free trial
- Cancel anytime
- 100% Money-Back Guarantee