Give your tax practice superpowers

Modern practice management to make your firm more effective

Try for Free Request a Demo

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

Take on more clients with less administration

Through automation of client organizers, document collection, and visual status updates, tax firms are saving on average 40 minutes per return.
Clients can work with you virtually, freeing you up from unnecessary office visits
Clients are happier with reduced office wait times when they come prepared in advance

Your brand is the most important asset you have

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 triage poor client experiences and keep your brand protected

Finally, freedom during tax season

With Taxaroo you now have a complete virtual office, allowing you and 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.

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

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 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%*

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 has cut the time we spend on workflow by 50%, allowing us to focus more on value-add client conversations."

Brandon S.

Tax Practice Owner