Case Study: How One Tax Business Increased Efficiency and Revenue with Taxaroo


For tax professionals and small tax firms, boosting efficiency, productivity, and ‘Tax Business Increased’ growth is a top priority. Taxaroo, a tax practice management software, is designed to address these challenges, streamline processes, and drive growth. Today, we’re looking at a real-world case study of how one tax business leveraged Taxaroo to increase efficiency and revenue.


Acme Accounting, a small tax firm with a team of ten, was facing numerous challenges. Their workflow was fragmented, client satisfaction was dipping, and team collaboration was lacking. They were spending excessive time on manual tasks, resulting in decreased productivity and growth. In their quest to find a solution, they discovered Taxaroo.

AI-Powered Tax Question Answering

Acme Accounting started using Taxaroo’s AI-powered tax question-answering feature to swiftly handle client queries and internal tax-related questions. This reduced the time spent on research and improved compliance, leading to a 40% increase in efficiency.

Secure Messaging Hub

Taxaroo’s secure messaging hub was a game-changer for Acme. It allowed them to communicate with clients and team members in a secure, efficient manner, leading to improved collaboration and enhanced data privacy. This consolidation of communication channels resulted in a 30% reduction in time spent on emails and a 15% boost in client satisfaction.

Customizable Interview Forms and Templates


Taxaroo’s customizable interview forms and templates streamlined Acme’s client onboarding and data collection process It reduced errors, saved time, and standardized their onboarding process This led to a 20% increase in efficiency and client experience.

Reporting and Analytics Dashboard

Taxaroo’s reporting and analytics dashboard, Acme was able to make data-driven decisions. The dashboard provided valuable insights into their firm’s performance, helping them identify areas for improvement and optimize workflows. Within the first six months, Acme had a 25% rise in total productivity and a 15% rise in revenue.

Seamless Integrations

Lastly, Taxaroo’s seamless integration with Acme’s existing tax and accounting software helped them manage their entire practice from one platform. This reduced manual tasks, lowered the risk of errors, and streamlined their workflow, leading to a 30% increase in time efficiency.

Conclusion: Experience the Transformation with Taxaroo

Acme Accounting’s case is a testament to how the right tax practice management software can transform a tax business. Within just six months of using Taxaroo, they experienced significant improvements in efficiency, productivity, and revenue.

You can overcome typical industry problems and succeed in your business with the aid of Taxaroo’s distinctive features, which include its AI-powered tax question-answering system, secure chat hub, configurable interview forms, and templates, reporting and analytics dashboard, and seamless integrations.

Discover how Taxaroo can help your tax or accounting firm overcome similar challenges and experience unprecedented growth Explore its features and benefits today and join the ranks of successful firms like Acme Accounting.


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

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    Brandon Sherman, Owner

    Sherman & Associates

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    Alice Zaganczyk Peterson, CPA

    AM Accounting and Tax Services

    “Using Taxaroo, we’re able to smoothly handle 500 returns and generate half a million a year in revenue… with just two employees!”
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    Karen M. Stevenson, EA, MBA

    Stevenson Tax and Accounting

    Ranked highest in customer satisfaction

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