Give your tax practice superpowers

Modern practice management to make your firm more effective

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Meet Jane, a Taxaroo Tax Pro

You too can achieve amazing results for your tax practice

  • Save 40 minutes per return by working more effectively
  • Grow your practice by working with clients outside your local market
  • Collaborate in-office or virtually on any PC or mobile device

Taxaroo is changing the game for Tax Professionals

Enable workflow automation, enhanced client experience, and integrated capabilities to streamline your firm

Taxaroo analytics screenshot

Client Organizers - Now automated and simplified

Build custom organizers for every job type, from individual tax returns to corporate bookkeeping engagements. Taxaroo automates how information is gathered.

  • Customizable for any engagement (tax, bookkeeping, consulting, etc.)
  • Pre-built client organizers included

Secure Document Portal

Integrated document portal allows you to share and collaborate with your clients.

  • Bank-grade 256-bit AES encryption
  • Support for any document type
  • Mobile-friendly upload
Taxaroo document portal screenshot
Taxaroo electronic signatures screenshot

IRS-compliant electronic signatures

Leverage powerful e-signature functionality, compliant with IRS Publication 1345.

IRS E-signature Standards
  • Sign with your finger on a mobile device
  • Sign over the web on any PC
  • Sign via signature pad in-office

Professional invoicing & electronic payments

Send professional electronic invoices and receive payments directly to your bank account. Taxaroo also protects your work by requiring payment before a client is able to view their return.

  • Support both credit and debit card payments
  • Protect your work
  • Transaction fees start at 2.9%*
Taxaroo invoicing screenshot
Taxaroo client management screenshot

Built to scale as your team grows

Effectively manage firms of all sizes, with integrated team workflows.

  • Unlimited team size
  • Enables preparer and reviewer signoff

Performance Analytics

Track how your business and team are performing with analytics on revenue, work in progress, and client feedback.

  • Revenue and WIP dashboards
  • Individual and team tracking
  • Get reviews and feedback discreetly from clients
Taxaroo analytics screenshot

Sound good? Let’s get started.