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.
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.
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!