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!

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  • 14-day free trial
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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

“Taxaroo has improved my practice. I recommend Taxaroo to anyone who wants to streamline their practice.”

Tynisa Gaines, EA

Tynisa Gaines, EA

Virtual & Mobile Tax Services

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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  • 14-day free trial
  • 100% Money-Back Guarantee
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  • 14-day free trial
  • Cancel anytime
  • 100% Money-Back Guarantee
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      • Features
          Online Client Organizers

          Online Client Organizers

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

          Appointment Scheduling

          Let clients schedule meetings on your calendar with auto-reminders.
          Secure Document Portal

          Secure Document Portal

          Collect, manage, store, and share your documents using world-class encryption.
          Import/Export Tools

          Import/Export Tools

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

          IRS Compliant eSignatures

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

          Spanish Workflows

          Offer your portal to your clients in English or Spanish or both.
          Chat, Texting, and Video Calls

          Chat, Texting, and Video Calls

          Organize and manage ALL of your client communications in one place.
          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.
          Referral Program

          Referral Program

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

          Complete White Labeling

          Your logo, business name and domain on all client-facing portals and messages.
          Mapped Portal Drive

          Mapped Portal Drive

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

          Team Member Accounts

          Team Member Accounts

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

          Automated Follow Ups

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

          Birthday Emails

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

          AI Assisted Answers

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