Import/Export from your Tax Software

Seamlessly import and export data between Taxaroo and your tax software, streamlining your workflow

Easily Transfer Data Between Platforms

Our Import/Export feature establishes a unique, effortless link between Taxaroo and your existing tax software, integrating seamlessly with your practice management. This feature goes beyond just enhancing your workflow; it completely revamps it by eradicating manual data input and improving accuracy.

Direct Drake Software Integration

Only with Taxaroo can you directly export information collected on the client portal into Drake Tax software, saving you invaluable time during peak tax season.

Universal Tax Software Import

Import from any tax software directly into Taxaroo, allowing clients to skip the tedious process of entering basic information into their interview questionnaires.

Complete Control

Experience the freedom to choose which data you want to import or export, ensuring you have comprehensive control over your business information and the management of your entire workflow.

Key Benefits of Import/Export

Using the Import/Export feature in Taxaroo can transform the way you manage your data, enhancing your productivity and minimizing the time spent on administrative tasks.


Spend less time on manual data entry and more time focusing on strategic activities and serving your clients.

Reduced Errors

Automation of data transfer reduces the potential for human error, ensuring your data remains accurate and reliable.

Transform Your Practice with Taxaroo

Experience the power of unrivaled data management with Taxaroo. With unique features like direct export to Drake Tax Software and universal tax software import, Taxaroo simplifies your processes like no other practice management software can. Join us to revolutionize your workflow, save time, and eliminate manual data input.

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

“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

Karen M. Stevenson, EA, MBA

Stevenson Tax and Accounting

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.

workflow software for accountants


CEO & Founder

workflow software for accountants



workflow software for accountants



workflow software for accountants


Tax Professional

tax office management software

Get started today with a 7 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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