One Single Tool for All. Work Better, Save Money

Taxaroo is the comprehensive solution your tax or accounting firm needs to integrate all your workflows into one powerful platform. By centralizing client management, document storage, and task automation, our tool reduces complexity and cuts down on unnecessary expenses.
For 7 days. No credit card required

Trusted by Over 3,000 Tax, Bookkeeping, Accounting and CPA Firms

document management for accountants
accounting practice management
cpa firm practice management
cpa workflow software

Tax and accounting people are stressed and time-starved


We consolidate your essential functions, slashing costs and boosting efficiency across your practice.

Embrace a simpler, more cost-effective workflow where your efforts translate directly into results

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

You’ll get up and running in hours, not days
For 7 days. No credit card required

Save up to 47 minutes per return, increase productivity & delight your clients!

Achieve increased productivity, more time for strategic tasks, and less client management friction.

Reduce Overhead

Apart from consolidating multiple tools into one place, our single plan includes all features and supports two users right from the start.

VIP Support since the beginning

We care about you. Reach out to us by chat, phone, or schedule a 1:1 onboarding session.

This is the easiest software... hands down

We’ve built the most intuitive platform for tax preparation and client management
tax office management software

Discover Smoother, More Efficient Business Operations

Taxaroo’s intuitive platform, powered by AI-driven capabilities and innovative automation tools, stands out in the market. It helps you minimize manual tasks, increasing your efficiency, and empowering you to deliver exceptional client experiences. Elevate your practice with Taxaroo.
Online Client Organizers

Online Client Organizers

Use custom or pre-built client organizers for faster and more efficient information collection.

Secure Document Portal

Secure Document Portal

Collect, manage, store, and share your documents using world-class encryption.

IRS Compliant eSignatures

IRS Compliant eSignatures

Keep out of trouble with our Basic or Enhanced Knowledge Based Authentication (KBA).

Chat, Texting, and Video Calls

Chat, Texting, and Video Calls

Organize and manage ALL of your client communications in one place.
Appointment Scheduling

Appointment Scheduling

Let clients schedule meetings on your calendar with auto-reminders.
Import/Export Tools

Import/Export Tools

Eliminate redundant data entry by importing and exporting to tax software.

Spanish Workflows

Spanish Workflows

Offer your portal to your clients in English or Spanish or both.
Invoices & Payments

Invoices & Payments

Easily send invoices and accept credit cards and ACH with built-in payments.

Performance Analytics

Performance Analytics

Monitor your revenue growth, team performance, and gather client reviews.

Complete White Labeling

Complete White Labeling

Your logo, business name and domain on all client-facing portals and messages.
Team Member Accounts

Team Member Accounts

Build and manage your team of tax professionals and accountants to any size.

Birthday Emails

Birthday Emails

Automatically send all or some of your clients a Happy Birthday email each year.

Referral Program

Referral Program

Each client is assigned a unique referral link to track and encourage referrals through sharing the link.

Mapped Portal Drive

Mapped Portal Drive

Save or view the documents in your cloud dashboard right from your desktop or laptop.

Automated Follow Ups

Automated Follow Ups

Stop chasing down documents from clients and automatically send out reminders for missing items.

AI Assisted Answers

AI Assisted Answers

Tax and accounting research in your dashboard while simultaneously answering client questions.



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!

electronic tax organizer

Every Feature Below is Included!

All Features Below Included

Save 16.7%!


/ yearly (Includes Two Users)

Experience unparalleled efficiency and growth in your practice with our all-in-one, user-friendly software.

Every Feature Below is Included!

All Features Below Included



/ monthly (Includes Two Users)

Experience unparalleled efficiency and growth in your practice with our all-in-one, user-friendly software

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

100% 30 Days Money-Back Guarantee

If you’ve utilized our onboarding resources and fully implemented Taxaroo’s features for ‘Tax & Accounting’, and sought assistance from our support team to address any issues, but haven’t experienced a positive impact on your practice within the first 30 days, so simply contact our support team to discuss your concerns and request a full refund. This guarantee applies only to new subscriptions, and you must request a refund within 30 days of your initial purchase. So, to be eligible for the guarantee, you must demonstrate that you’ve made a genuine effort to integrate the software into your tax or accounting practice.

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:

For 7 days. No credit card required

Frequently Asked Questions

Whether you’re looking to optimize your operations or improve your marketing strategy, our platform has you covered.

How does the pricing for Taxaroo work?
Taxaroo offers two pricing plans: a monthly plan at $79/month and a yearly plan at $790/year. Both plans include all features and unlimited access to our comprehensive and user-friendly practice management software.
Are there any hidden fees or additional costs?

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.

Can I switch between the monthly and yearly plans?

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.

What payment methods do you accept?
We accept all major credit cards, including Visa, Mastercard, American Express, and Discover.
Is there a free trial available for Taxaroo?
Yes, we offer a 7-day free trial that allows you to fully explore and experience Taxaroo’s features and benefits.
How does the cancellation policy work?
You can cancel your Taxaroo subscription at any time. If you cancel, your subscription will be canceled at the end of the current billing cycle, and you will not be charged for the following billing period.
What happens to my data if I decide to cancel?

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.

Are there a discounts for non-profit organizations?

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.

Do you offer support and onboarding assistance?

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.

Can I add or remove users from my subscription?

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.

For 7 days. No credit card required
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