TAX AND ACCOUNTING PRACTICE MANAGEMENT SOFTWARE
One Single Tool for All. Work Better, Save Money
Trusted by Over 4,000 Tax, Bookkeeping, Accounting and CPA Firms
Tax and accounting people are stressed and time-starved
We consolidate your essential functions, slashing costs and boosting efficiency across your practice.
Solve the problem of juggling between multiple expensive platforms.
Reduce your firm's costs with a single, unified tool and skyrocket your profits
Struggle no more with client friction and excessive in-person meetings
Boost client satisfaction with enhanced client communication and processes
Expedite administrative tasks and optimize the tax preparation process
Take control of your practice with an organized workflow overview.
Say goodbye to overwhelming client and tax preparation management
Start living more and working more efficiently. Reclaim more time for your hobbies and health
Make Your Tax or Accounting Firm Run the Easy Way
Save up to 47 minutes per return, increase productivity & delight your clients!
Reduce Overhead
VIP Support since the beginning
This is the easiest software... hands down
Discover Smoother, More Efficient Business Operations
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
Keep out of trouble with our Basic or Enhanced Knowledge Based Authentication (KBA).
Chat, Texting, and Video Calls
Appointment Scheduling
Import/Export Tools
Eliminate redundant data entry by importing and exporting to tax software.
Spanish Workflows
Invoices & Payments
Easily send invoices and accept credit cards and ACH with built-in payments.
Performance Analytics
Monitor your revenue growth, team performance, and gather client reviews.
Complete White Labeling
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.
Referral Program
Each client is assigned a unique referral link to track and encourage referrals through sharing the link.
Mapped Portal Drive
Save or view the documents in your cloud dashboard right from your desktop or laptop.
Automated Follow Ups
Stop chasing down documents from clients and automatically send out reminders for missing items.
AI Assisted Answers
Tax and accounting research in your dashboard while simultaneously answering client questions.
OPTIMIZE GROWTH & COST-SAVINGS
OPTIMIZE
GROWTH & COST-SAVINGS
Simple Pricing, Unbeatable Value
Say goodbye to juggling different expensive platforms like DocuSign, Zoom, Formstack, Intercom, Asana, Calendly, and Sharefile. So, everything is now accessible for you from one organized dashboard.
Say hello to affordable, simple and straightforward pricing.
2 Months Free!
Every Feature Below is Included!
All Features Below Included
Save 16.7%!
$790
Experience unparalleled efficiency and growth in your practice with our all-in-one, user-friendly software.
- Unlimited Clients
- Unlimited Document Storage^
- AI Assisted Answers
- Secure Client Portal
- IRS E-Signatures (with KBA)
- Built in Payments & Invoicing
- Calendar Integrations
- Appointment Scheduling
- Import from Any Pro Tax Software
- Export to Tax Software
- Chat, Texting & Video Calls
- Multi-Factor Authentication
- Spanish Client Workflows
- Team Workflow Dashboard
- Performance Analytics
- Full White Labeling
- Bulk & 1:1 SMS Text Messaging^
- Mapped Portal Drive
- Client Referral Program
- Birthday Emails
- Automated Document Follow-ups
- 7-day free trial
- 100% Money-Back Guarantee
- Cancel anytime
- 7-day free trial
- Cancel anytime
- 100% Money-Back Guarantee
Every Feature Below is Included!
All Features Below Included
Flexible
$79
Experience unparalleled efficiency and growth in your practice with our all-in-one, user-friendly software
- Unlimited Clients
- Unlimited Document Storage^
- AI Assisted Answers
- Secure Client Portal
- IRS E-Signatures (with KBA)
- Built in Payments & Invoicing
- Calendar Integrations
- Appointment Scheduling
- Import from Any Pro Tax Software
- Export to Tax Software
- Chat, Texting & Video Calls
- Multi-Factor Authentication
- Spanish Client Workflows
- Team Workflow Dashboard
- Performance Analytics
- Full White Labeling
- Bulk & 1:1 SMS Text Messaging^
- Mapped Portal Drive
- Client Referral Program
- Birthday Emails
- Automated Document Follow-ups
- 7-day free trial
- 100% Money-Back Guarantee
- Cancel anytime
- 7-day free trial
- Cancel anytime
- 100% Money-Back Guarantee
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, 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
Karen M. Stevenson, EA, MBA
100% 30 Days Money-Back Guarantee
Seamless Onboarding
We understand that adopting new tools for your firm can be challenging. So, Taxaroo promises a seamless onboarding experience to help you get set up and focus on growing your practice. After signing up, you’ll get access to:
- Schedule your personalized one-on-one onboarding session to implement your software
- Step-by-step guided tutorials and resources to help you make the most of Taxaroo's features for 'Tax & Accounting' professionals.
- Ongoing phone, email & chat support from our knowledgeable customer service team
- Schedule your personalized one-on-one onboarding session to get started
- Step-by-step guided tutorials and resources to help you make the most of Taxaroo's features
- Ongoing phone, email & chat support from our friendly customer service team
Frequently Asked Questions
Whether you’re looking to optimize your operations or improve your marketing strategy, our platform has you covered.
There are no hidden fees or additional costs with Taxaroo. Our pricing is transparent and all-inclusive, so you can enjoy our features without worrying about extra charges.
Yes, you can switch between the monthly and yearly plans at any time. If you choose to switch from a monthly to a yearly plan, your account will be charged the annual rate, and you will receive two months free.
If you choose to cancel your subscription, your data will be securely stored for 30 days. During this time, you can access your data or reactivate your account if you change your mind. After 30 days, all data will be permanently deleted.
We understand the importance of supporting non-profit organizations and educational institutions, and we offer special pricing for qualifying organizations. Please contact us for more information.
Yes, Taxaroo is committed to providing exceptional support and onboarding assistance. We offer one-on-one training sessions, demo sessions, chat and email support as well as a comprehensive knowledge base to help you get started and make the most of our software.
Yes, you can easily add or remove users from your subscription at any time. To add a new user, simply invite them to join your account. To remove a user, you can deactivate their access through your account settings. The cost of your subscription will automatically adjust based on the number of active users.