Cloud Drive Integration

Simplify your document management with Taxaroo’s integrated Cloud Drive feature, bringing convenience and organization to your fingertips and streamlining your workflow.

accounting firm management software

Simplified File Management

Managing client files is a breeze with Taxaroo’s Cloud Drive. This fully integrated system offers seamless file management, keeping all documents in one place. It enhances organization and minimizes the risk of losing crucial files, ultimately saving you valuable time because it consolidates all your file management needs into one efficient platform.

Seamless Drag-and-Drop Feature

Drag and drop files directly from your desktop or laptop into the Taxaroo drive folder for a specific client, so they 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 reducing the need to navigate through multiple platforms or folders. With Taxaroo, you can open client files directly from your computer’s file system. This feature is especially handy during calls or in-person meetings, as it eliminates the need to access the Taxaroo firm dashboard.

 

 

 
practice management for accountants

Unique Functionality

Unlike many other tax and accounting platforms, Taxaroo offers an integrated Cloud Drive feature because this additional functionality enhances your document management process, making Taxaroo an even more compelling choice for modern accounting firms.

 

Exceptional User Experience

Experience seamless integration and intuitive functionality so that it makes your everyday document management tasks a breeze.

Competitive Edge

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.

 
client management software for accountants

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

5.0

Angelina
CEO & Founder

workflow software for accountants

5.0

Tristan
Owner

workflow software for accountants

5.0

Tracy
Owner

workflow software for accountants

5.0

Lizeth
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!

FIRM EFFICIENCY NEWSLETTER

    tax office management software
    Copyright © 2024 Taxaroo. All Right Reserved. Terms of Use | Privacy Policy
    • Features
    • Demo
    • Pricing
    • Security
    • About
    • Contact