Unlock the Full Potential of Your Firm with These Vital Features
Taxaroo replaces the need for multiple software tools because it gives you a single login for yourself, your staff, and your clients. By offering a modern, seamless client experience, you’ll increase client retention, so you lose fewer clients to DIY tax or bookkeeping software.
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Online Client Organizers
Use custom or pre-built client organizers for faster and more efficient information collection.
Secure Document Portal
Collect, manage, store, and share your documents using world-class encryption.
IRS Compliant eSignatures
Stay out of IRS trouble with our Basic or Enhanced Knowledge Based Authentication and ensure compliance.
Invoices & Payments
Easily send invoices and accept credit cards and ACH with built-in payments.
Chat, Texting and Video
Organize and manage ALL of your client communications in one place.
Appointment Scheduling
Let clients schedule appointments on your calendar with auto-reminders.
Import/Export Tools
Eliminate redundant data entry by importing and exporting to tax software.
Complete White Labeling
Your logo, business name and domain on all client-facing portals and messages.
Performance Analytics
Monitor your revenue growth, team performance, and gather client reviews.
Spanish Workflows
Offer your portal and communications to your clients in English or Spanish, or both.
Team Member Accounts
Build and manage your team of tax professionals and accountants to any size.
Birthday Emails
Automatically send all or some of your clients a Happy Birthday email each year.
Automated Follow Ups
Stop chasing down documents and automatically send out reminders for missing items.
Referral Program
Each client is assigned a unique referral link to track referrals by sharing their link.
Mapped Portal Drive
Save or view the documents in your cloud dashboard right from your desktop or laptop.
AI Assisted Answers
Built-in research in your dashboard while simultaneously answering client questions.
Elevate Your Tax or Accounting Practice
- Reclaim your precious hours
- Have freedom to invest in what truly matters
- Transform your practice and redefine success on your own terms
- 7-day free trial
- 100% Money-Back Guarantee
- Cancel anytime
- 7-day free trial
- Cancel anytime
- 100% Money-Back Guarantee