Simplified File Management
Effortlessly manage client files with Taxaroo’s Cloud Drive. Our integrated system ensures seamless file management, centralizing all documents to enhance organization and prevent loss. Save valuable time with our consolidated platform for all your file management needs.
Seamless Drag-and-Drop Feature
Simply drag and drop files from your desktop or laptop into Taxaroo’s client folder. They’ll instantly appear in the client’s portal and your firm dashboard.
Unified Document Location
All your client files are neatly organized in one place, ensuring ease of management and access whenever needed.
Increased Efficiency
Save time by accessing client files directly from your computer’s file system with Taxaroo. No more navigating through multiple platforms or folders. Perfect for calls or meetings, eliminating the need for the Taxaroo firm dashboard.
Unique Functionality
Taxaroo’s integrated Cloud Drive sets it apart, enhancing document management for modern accounting firms.
Experience seamless integration and intuitive functionality so that it makes your everyday document management tasks a breeze.
Stay ahead of the competition with a feature that many other portals don’t provide, but enhancing your overall service quality and efficiency.
Integration with Taxaroo
The Cloud Drive feature seamlessly integrates with Taxaroo software. This addition enhances Taxaroo’s suite, making it a top choice for tax and accounting firms. Not only does it offer added functionality and convenience, but it also complements existing features. Together, they provide a holistic solution for all practice management needs.
- 7-day free trial
- No credit card required
- 7-day free trial
- No credit card required