Experience our top-tier features for free
Free forever! No credit card required
Our free plan includes
- Interviews
- Document uploads
- Messaging
- White Labeling
- Spanish Workflows
- Referral Program
- Invoicing
- Analytics
Best plans for you
Upgrade and unlock premium features
Premium plan
$79
per month
View features:
- Free features
- Signatures
- Approvals
- Follow ups
- AI messaging
- Mapped drive
- Entity Interviews
- Reviews
- Appointments
- Export to drake
- Video calls
- Birthday emails
- Pixels
- Team members
Free plan
$0
per month
View features:
- Interviews
- Document uploads
- Messaging
- White labeling
- Spanish workflows
- Referral Program
- Invoicing
- Analytics
Premium plan
$65
per month
$790 billed annually
View features:
- Free features
- Signatures
- Approvals
- Follow ups
- AI messaging
- Mapped drive
- Entity Interviews
- Reviews
- Appointments
- Export to drake
- Video calls
- Birthday emails
- Pixels
- Team members
- 7-day free trial
- No credit card required
- 100% Money-Back Guarantee
- Cancel anytime
Explore the available features
Core Commitments
At Taxaroo, we prioritize core values that drive our team and shape our software, ensuring the best experience for our clients.
Reliability
We support small firms with essential tools to meet evolving client demands.
Innovation
Taxaroo merges tech and expertise for tax pros to excel daily.
Compliance
We prioritize compliance, ensuring strict industry standards for trust and confidence.
Trusted by Over 4,000 Tax, Bookkeeping, Accounting and CPA Firms
Taxaroo By the Numbers
Over 100K Clients Processed
Over 5 Million Hours of Time Saved
Over 10K Tax Questions Answered by our AI
Over 20 Years of Industry Experience
Streamline Your Workflow
- Consolidate Tools: Replace paper, spreadsheets, and emails with a single, unified dashboard
- Keep everything organized with a single hub for communications, documents, and tasks
- Save tons of time with integrated payments, e-signatures and automatic document follow-up features
Unlock Your Firm's Potential with AI
Use Our Artificial Intelligence for Advanced Efficiencies
- Save time and provide tailored tax strategies with our cutting-edge AI-driven features
- Get instant, reliable answers to tax and accounting questions so with built-in tax research.
- Analyze your clients' data in-depth to offer personalized solutions and guidance
Save 47 minutes per Return with Streamlined Processes!
Lead a High-Performing Team
Finally, the Freedom to Breathe During Tax Season
- Enhance collaboration and empower your staff, whether remote, in-office, or hybrid
- Effortlessly assign tasks, set permissions, and monitor progress for transparency and accountability
- Keep communication lines open with integrated messaging and real-time notifications
Grow Your Profits
Reduce Your Costs & Earn More by Adding New Clients
- Our affordable, scalable solution grows with your firm's success
- Scale your practice seamlessly, adding clients, staff, or services without missing a beat
- Attract new business and boost revenue by leveraging Taxaroo's unique, state-of-the-art features tailored for small firms.
