Taxaroo Software Helps you
Upgrade to a Scalable
Remote Tax Practice
Our easy-to-use accounting and tax practice management
software lets you grow your business digitally; saving time
and money.
laptop
Practice efficiency tools to save money, keep sane and grow
The shift to virtual has already happened. Taxaroo enables you to stay relevant by providing a world class online client experience as a hybrid, tech-driven practice without hassle or high costs.
Increase Profitability
Take on more clients with less administration
Through automated client organizers, document collection, and visual status updates, you will save an average of 40 minutes per return.
Work with your clients virtually or hybrid, saving costs.
Happier clients equal better retention and more referrals.
Improve Your Brand
Your brand is your most valuable asset
Be known as the innovative tax firm.
Use built-in analytics to gain insight on firm and team performance.
Collecting client reviews and feedback privately on Taxaroo enables you to protect your brand.
Work from Anywhere
Finally, freedom during tax season
With Taxaroo you have a complete virtual office, allowing your team the flexibility to work from anywhere.
Even better, your clients too can work with you remotely extending your client base beyond your physical location.
Be a Trusted Advisor
Show off your expertise
Time savings come with the benefit of your team having more time during tax season to act as a trusted advisor to your clients rather than spending hours on administrative tasks.
Trusted by Over 3,000
Tax, Accounting and CPA Firms
It's time to go digital
Do more than upgrade your tax practice - create a seamless virtual client experience
Tax professionals and CPA firms are shifting toward remote solutions to provide faster, more efficient, and cost-effective services. Taxaroo gives you the full suite of the tools to safely collect sensitive information, automate client experiences, and take your tax practice digital or hybrid.
The Tools You Need
All-in-one Tax Practice Management
Customizable Client Organizer
Use custom or pre-built client organizers to collect information faster online.
Secure Document Portal
Collect, manage, store, and share your documents using world-class encryption.
IRS-Compliant Signatures
Keep out of trouble with our Enhanced Knowledge Based Authentication (KBA).
Chat, Texting, and Video Calls
Organize and manage ALL of your client communications in one place.
Exclusive to Taxaroo
Calendar & Scheduling
Let clients schedule meetings on your calendar with auto-reminders.
Exclusive to Taxaroo
Import/Export Tools
Save time by importing and exporting from/to your tax preparation software.
Exclusive to Taxaroo
Spanish Workflows
Offer your portal to your clients in English or Spanish or both.
Exclusive to Taxaroo
Invoices & Payments
Easily send invoices and accept credit cards with our Stripe integration.
Performance Analytics
Track the growth of your revenue, team, and collect client ratings.
Full White Labeling
Your logo, business name and domain on all client-facing portals and messages.
Team Member Accounts
Build and manage your team of tax professionals of any size.
Birthday Emails
Automatically send your clients an email every birthday they have.
Referral Program
Encourage your clients to refer you even more clients, automatically.
Coming Soon
Print-to-Portal
Print tax returns directly from your tax software into your document storage portal.
Coming Soon
Mapped Portal Drive
Save or send your documents for signature right from your tax software.
Coming Soon