Team Member Accounts

Empower your team, foster collaboration, and improve efficiency with customizable team member accounts.

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Enhancing Collaboration

Taxaroo’s Team Member Accounts feature allows you to create individual accounts for your team members, fostering seamless collaboration within your firm. By granting varying access levels, you ensure that everyone can contribute effectively to their tasks without compromising data security or confidentiality.

Role-Based Access

Define the level of access and permissions for each team member based on their roles, maintaining control over sensitive information.

Improved Collaboration

Promote teamwork by allowing team members to access and work on clients concurrently, reducing bottlenecks and enhancing productivity.

Track Progress

Monitor the progress of tasks and identify bottlenecks by tracking team member activities within their respective accounts.

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Build an Efficient Team

By establishing individual accounts for your team members, you enable a more efficient and streamlined workflow. Taxaroo’s accounts are designed to make your firm’s internal processes more transparent, manageable, and efficient, promoting higher productivity and better service delivery.

Increased Accountability

With individual team accounts, you foster a culture of accountability, as each member’s tasks and progress are easily identifiable.

Secure and Convenient

Taxaroo’s accounts are both secure and user-friendly, ensuring your team can focus on their work with minimal disruption.

Easy Setup and Management

Creating and managing Team Member Accounts in Taxaroo is effortless. You can easily set up accounts, define roles, and monitor activities right from your firm’s dashboard. With Taxaroo, you can efficiently manage your team and streamline your workflow without compromising on security.

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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.

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

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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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