Online Client Organizers

Streamline information collection and improve client interactions with customizable online client organizers.

Customizable Client Organizers

Enhance your practice’s efficiency and client experience with our customizable online client organizers. With Taxaroo, you can choose from pre-built templates or create your own organizers to match the unique needs of your clients and business.

Pre-built Organizers

Choose from a range of ready-made organizers for individual tax returns, corporate bookkeeping, and more.

Custom Organizers

Easily create and tailor organizers for specific job types or unique client requirements.

Effortless Info Collection

Gather data from clients quickly and efficiently, reducing the time spent on manual data entry.

Easy Information Collection

Online Client Organizers enable you to collect all the necessary information typically found in a paper organizer or client data sheet. From personal and financial data to employment and income details, our customizable forms allow you to gather everything you need to provide the best possible service to your clients.

Basic Personal Information

Collect client names, addresses, Social Security numbers, and more to ensure accurate and complete tax returns.

Financial and Employment

Gather information on income sources, deductions, credits, and other financial data to maximize tax savings for your clients

Integration with Client Portal

Online Client Organizers are integrated directly into the Taxaroo Client Portal, providing clients with easy access to all Taxaroo functions using a single login. This seamless integration not only simplifies the process for your clients but also enhances their overall experience. Making you look like a superstar!

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.

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CEO & Founder

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Tax Professional

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