AI-Assisted Answers

Supercharge your practice with AI-driven research and instant answers

Streamline Every Day

With Roo™, our AI Tax Advisor, you can revolutionize the way you communicate with your clients by accessing instant, accurate answers through advanced Tax and Accounting Research. No more back-and-forths or waiting for responses. Maintain full control over the communication, all within your dashboard.

 

Instant Responses

Provide immediate, accurate responses to client queries, enhancing client satisfaction and trust.

AI-Driven Insights

Leverage the power of AI to generate insights and answers based on complex tax laws and regulations.

Streamlined Communication

Improve your workflow and efficiency by reducing the time spent on researching and responding to client questions.

More Efficiency with Roo™

AI Assisted Answers is not just a tool, it’s an upgrade to your entire tax practice. By automating the process of answering tax questions, you can focus more on strategic tasks and client relationships.

Roo™ the Time-Saver

Save valuable time by letting our AI, Roo™ handle the research and response generation for client queries, freeing up countless unpaid hours.

Increased Productivity

By reducing the time spent on answering questions, you can focus more on high-value tasks, boosting your overall productivity.

Join the Future of Tax & Accounting

Embrace the future of tax practice with Roo™, our AI Tax Advisor, enhanced by cutting-edge Tax and Accounting Research. Experience a new level of efficiency, accuracy, and client satisfaction. With Roo, your responses are generated by AI and queued for your review, ensuring you maintain full control over your client communication. This feature is available for a small additional charge, providing immense value for your practice. Join the Taxaroo family today and transform your tax practice.

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  • 14-day free trial
  • 100% Money-Back Guarantee
  • Cancel anytime
  • 14-day free trial
  • Cancel anytime
  • 100% Money-Back Guarantee

Tax & Accounting Professionals Love Us!​

Don’t just take our word for it – Taxaroo’s real-world impact is demonstrated by satisfied clients who experience tangible benefits from our software. Our platform has transformed their operations, and their lives. Allowing them to focus on what really matters: providing exceptional service and growing their businesses.

“Taxaroo has cut our workflow time by 50%, allowing us to focus more on value-add client conversations.”

Brandon Sherman, <span style="font-size: 14px; letter-spacing: normal;">Owner</span>

Brandon Sherman, Owner

Sherman & Associates

“Taxaroo has been a lifesaver for our business this year. We were very lucky to have the tools of Taxaroo.”

Alice Zaganczyk Peterson, CPA

Alice Zaganczyk Peterson, CPA

AM Accounting and Tax Services

“Taxaroo has improved my practice. I recommend Taxaroo to anyone who wants to streamline their practice.”

Tynisa Gaines, EA

Tynisa Gaines, EA

Virtual & Mobile Tax Services

Ranked highest in customer satisfaction

Become part of a growing network of small tax, bookkeeping, accounting and CPA firms that have discovered the benefits of Taxaroo’s cost-effective and easy-to-use practice management software.

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  • 14-day free trial
  • 100% Money-Back Guarantee
  • Cancel anytime
  • 14-day free trial
  • Cancel anytime
  • 100% Money-Back Guarantee
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Angelina
CEO & Founder

workflow software for accountants

5.0

Tristan
Owner

workflow software for accountants

5.0

Tracy
Owner

workflow software for accountants

5.0

Lizeth
Tax Professional

tax office management software

Get started today with a 14 Day FREE trial

Here’s your opportunity to transform your tax or accounting firm. Experience the simplicity, efficiency, and power of Taxaroo for yourself. Sign up and unlock your firm’s full potential!

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      • 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.
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