Customers complete pre-built questionnaires to quickly give you the information required to accurately prepare their return. Taxaroo removes the hassle of gathering information manually.
Drag and drop, or snap a photo on your phone to securely share documents. Bam!
Built right into your workflow, clients are able to pay directly from the platform in a secure and professional way. You get money directly in your bank account!
More importantly, Taxaroo protects your work by ensuring you get paid before a client is able to view their copy of the return.
Credit and debit card fees start at 2.9%*
Don't flip between multiple systems to get a signature. Taxaroo comes pre-built with powerful e-signature functionality on-par with expensive third-party options.
Maintain an audit trail over approved returns by allowing clients to sign off via Taxaroo.
Integrated functionality to assign incoming work to an unlimited number of preparers and reviewers across your team.
Quickly view status of each review and be able to effectively manage each tax return successfully.