5 Ways Taxaroo.com Can Help You Have Your Best Tax Season Ever

,
June 20, 2023-
Practice Management

As a tax business owner or CPA firm owner, you know that tax season can be a stressful and chaotic time. But you can make it a more organized and successful season for your business with the correct tools and tactics. Here are five ways that Taxaroo.com can help you have your best tax season ever:

  1. Streamline your workflow: Taxaroo.com offers a comprehensive practice management platform that allows you to manage all aspects of your business in one place. From client communication to tax return preparation, Taxaroo.com makes it easy to stay organized and efficient.
  2. Increase client satisfaction: Taxaroo.com allows you to provide top-notch service to your clients. You can make it simple for your clients to do business with you by offering tools like secure document sharing and appointment scheduling. This can aid in both retaining current clients and bringing in new ones.
  3. Boost your productivity:com’s powerful automation tools can help you save time and reduce errors. For example, you can use Taxaroo.com to automatically populate tax forms with client information or to generate reports and invoices with just a few clicks.
  4. Stay compliant:com is fully compliant with industry regulations, so you can trust it to protect your business and your client’s sensitive information. This can give you peace of mind and help you avoid costly penalties and fines.
  5. Grow your business:com offers powerful marketing tools that can help you attract new clients and increase your revenue. For example, you can use Taxaroo.com to create personalized marketing campaigns or to offer referral bonuses to existing clients.
SEARCH ARTICLES
RECENT POSTS
FIRM EFFICIENCY NEWSLETTER

    Share on Social!

    Tired of Endless Paperwork & Lost Time?

    Discover the strategies to reduce client onboarding time, simplify document collection, and improve client communications. 

      Your Privacy is Our Policy.

      • Features
          Online Client Organizers

          Online Client Organizers

          Use custom or pre-built client organizers for faster and more efficient information collection.
          Appointment Scheduling

          Appointment Scheduling

          Let clients schedule meetings on your calendar with auto-reminders.
          Secure Document Portal

          Secure Document Portal

          Collect, manage, store, and share your documents using world-class encryption.
          Import/Export Tools

          Import/Export Tools

          Eliminate redundant data entry by importing and exporting to tax software.
          IRS Compliant eSignatures

          IRS Compliant eSignatures

          Keep out of trouble with our Basic or Enhanced Knowledge Based Authentication (KBA).
          Spanish Workflows

          Spanish Workflows

          Offer your portal to your clients in English or Spanish or both.
          Chat, Texting, and Video Calls

          Chat, Texting, and Video Calls

          Organize and manage ALL of your client communications in one place.
          Invoices & Payments

          Invoices & Payments

          Easily send invoices and accept credit cards and ACH with built-in payments.
          Performance Analytics

          Performance Analytics

          Monitor your revenue growth, team performance, and gather client reviews.
          Referral Program

          Referral Program

          Each client is assigned a unique referral link to track and encourage referrals through sharing the link.
          Complete White Labeling

          Complete White Labeling

          Your logo, business name and domain on all client-facing portals and messages.
          Mapped Portal Drive

          Mapped Portal Drive

          Save or view the documents in your cloud dashboard right from your desktop or laptop.

          Team Member Accounts

          Team Member Accounts

          Build and manage your team of tax professionals and accountants to any size.
          Automated Follow Ups

          Automated Follow Ups

          Stop chasing down documents from clients and automatically send out reminders for missing items.
          Birthday Emails

          Birthday Emails

          Automatically send all or some of your clients a Happy Birthday email each year.
          AI Assisted Answers

          AI Assisted Answers

          Tax and accounting research in your dashboard while simultaneously answering client questions.
      • Demo
      • Pricing
      • Security
      • About
      • Contact
      • info@taxaroo.com
      Login
      TRY FREE