Performance Analytics

Measure, analyze, and improve your firm’s performance with real-time data and insights

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Gain Insights into Your Firm's Performance

Taxaroo’s Performance Analytics feature gives you a clear picture of how your firm is doing by providing actionable data in real-time. Monitor key metrics and analyze patterns over time to make data-driven decisions that improve your firm’s performance.

Real-Time Data

Get instant access to key performance data that helps you monitor your firm’s operations in real-time.

Track Key Metrics

Stay on top of critical performance metrics such as productivity, revenue, and client satisfaction to drive success.

Analyze Trends

Examine patterns and trends over time to predict future performance and make informed strategic decisions.

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Actionable Insights

The data you gain from Taxaroo’s Performance Analytics isn’t just for reviewing past performance. It’s also about providing actionable insights that empower you to make strategic improvements to your operations, client service, and revenue growth.

Performance Improvement

Identify areas of improvement and drive change that enhances your firm’s productivity and service quality.

Strategic Decision Making

Leverage data insights to inform strategic decisions, aligning your firm’s objectives with client needs and market trends.

Accessible and User-Friendly

Taxaroo’s Performance Analytics feature is designed with user-friendliness in mind. Accessible directly from your firm dashboard, it presents data in a visually intuitive manner, making it easy for you to understand your firm’s performance at a glance.

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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

“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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workflow software for accountants



workflow software for accountants


Tax Professional

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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!


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