Client Tax Organizer

Get All The Information You Need In One Place

Our Client Tax Organizer helps you collect all required client information. Simple, customizable, and effective.

Easy Information Collection

Online, paperless collection makes it super easy to get the information you need.

Collect client names, addresses, Social Security numbers, and more to ensure accurate and complete tax returns.

Gather information on income sources, deductions, credits, and other financial data to maximize tax savings for your clients.

Client Communication In Spanish

Send Client Tax Organizers in English or Spanish. Streamline operations and make your Spanish-speaking clients feel valued.

Pre-Built Templates

Select from various organizers: Individual Tax, Corporate Bookkeeping, and more.

Integrated With Client Portal

Online Tax Organizers are integrated with Taxaroo’s Client Portal. Give your clients a seamless experience, while making your intake process more efficient.

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

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!”

Karen M. Stevenson, EA, MBA

Stevenson Tax and Accounting

Ranked Highest In Customer Satisfaction

Become part of a large 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.

5.0

Angelina
CEO & Founder

5.0

Tristan
Owner

5.0

Tracy
Owner

5.0

Lizeth
Tax Professional

Spend Less Time Chasing Your Tax Clients For Documents

Taxaroo is the #1 client command center for small tax practices. Save 47 minutes on each return, avoid costly mistakes, and keep your clients happy.

Client Command Center

Appointment Scheduling

Chat, Text, and Video Calls

Automated Follow Ups

AI Assisted Answers

Practice Management

Client Organizers

Document Management

Workflows

IRS Compliant eSignatures

Client Portal

Business Operations

Invoices & Payments