Performance Analytics

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

accounting firm management software

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.

practice management for accountants

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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  • 14-day free trial
  • 100% Money-Back Guarantee
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  • 14-day free trial
  • Cancel anytime
  • 100% Money-Back Guarantee
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

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

          Online Client Organizers

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

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

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          Import/Export Tools

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

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          Spanish Workflows

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

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          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.
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          Automated Follow Ups

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