Powerful tax practice management to cut costs, automate workflow and easily go remote
Client Organizers
From individual tax returns to corporate bookkeeping, Taxaroo makes it easy to collect, manage, prepare, and share all of your firm and client documents.
Use pre-built online form based client organizers
Create custom organizers for any job type
Collect information from clients effortlessly
Secure Document Portal
Give your clients a secure, easy, and professional way to work with you in the cloud.
Bank-grade 256-bit AES encryption
Create custom organizers for any job type
Collect information from clients effortlessly
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IRS-Compliant Electronic Signatures
Prevent identity theft and fraud from entering your tax practice by maintaining a high level of compliance and security. Taxaroo’s e-signature functionality is compliant with IRS Publication 1345 to keep your tax practice safe.
Allows your tax practice to:
Comply with IRS standards
Collect e-signatures with a finger on a mobile or tablet, on a Mac or PC, or a signature pad in-office
Our Enhanced KBA ensures:
Identity of the taxpayer who signed the document
Tamper-proof eSignature validity
A digital paper trail for IRS-compliance
Professional Invoicing & Electronic Payments
Send professional electronic invoices and receive payments directly to your bank account. We protect your work by requiring payment before a client is able to view their return.
Supports credit and debit card payments
Merchant processing by Stripe
Transaction fees are 2.9%
Team Workflow
Taxaroo gives you all the team management tools to create a powerful team of tax professionals without limits.
Add unlimited team members
Create preparer and reviewer roles
Assign jobs to any team member
Performance Analytics
Track the growth of your business with analytics on revenue, work in progress and client feedback.
Revenue and Work in Progress dashboards
Team member statistics
Reviews and team ratings
Exclusive to Taxaroo
Import / Export from your Tax Software
We save you time by eliminating redundant data entry by importing and exporting to your tax software.
Import Integrations
Drake
Crosslink
Intuit ProSeries
More coming soon
Export Integrations
Drake
More coming soon
Which Tax Preparation Software do you use?
Click here to request a software to be added to our platform
Exclusive to Taxaroo
Integrated Chat, Text Messaging and Video Calls
Connect with your clients from everywhere with all communications in one place. From text messages to chat, phone calls to video.
Send and receive Text messages
Schedule and record video calls
All chats, texts and videos saved for compliance
Sign up and start communicating
Exclusive to Taxaroo
Appointment Scheduler
Tired of chasing down documents in order to complete their returns? Automated follow ups sends out emails reminding clients based on your preferred send cadence.
Save time and labor
Get returns done quicker
Efficiency on autopilot
Calendar Integrations
Seamlessly book meetings and create reminders in your Google, Outlook, Apple and Aol calendars.
Full White Labeling
Add your logo and branding to all client portals, invoices and messages including using your own domain name.
Use Taxaroo’s technology as your own
Example domain: submit.yourtaxdomain.com
Your logo and brand color scheme throughout
Spanish Workflows
Translate your tax practice to communicate with Spanish clients in their language. Taxaroo gives you the ability to put the following in Spanish:
Document portal
Form requests
Push notifications and emails
Coming Soon
Referral Program
Referrals are the best source of new clients. To encourage clients to spread the word about your tax practice - use Taxaroo to build you referral program.
Send referral requests via email
Track performance in your account
Discover new opportunities for growth
Coming Soon
Mapped Drive
Store, share and manage client files in a dedicated drive account with secure access from your desktop computer.
Upload and move files using drag-and-drop
Share access to your team
Quick way to get clients their files
Improve your workflow efficiency
See How We Keep it Secure
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Tax, Accounting and CPA Firms