OPTIMIZE GROWTH & COST-SAVINGS
OPTIMIZE
GROWTH & COST-SAVINGS
Simple Pricing, Unbeatable Value
Say goodbye to juggling different expensive platforms like DocuSign, Zoom, Formstack, Intercom, Asana, Calendly, and Sharefile. So, everything is now accessible for you from one organized dashboard.
Say hello to affordable, simple and straightforward pricing.
2 Months Free!
Every Feature Below is Included!
All Features Below Included
Save 16.7%!
$790
Experience unparalleled efficiency and growth in your practice with our all-in-one, user-friendly software.
- Unlimited Clients
- Unlimited Document Storage^
- AI Assisted Answers
- Secure Client Portal
- IRS E-Signatures (with KBA)
- Built in Payments & Invoicing
- Calendar Integrations
- Appointment Scheduling
- Import from Any Pro Tax Software
- Export to Tax Software
- Chat, Texting & Video Calls
- Multi-Factor Authentication
- Spanish Client Workflows
- Team Workflow Dashboard
- Performance Analytics
- Full White Labeling
- Bulk & 1:1 SMS Text Messaging^
- Mapped Portal Drive
- Client Referral Program
- Birthday Emails
- Automated Document Follow-ups
- 7-day free trial
- 100% Money-Back Guarantee
- Cancel anytime
- 7-day free trial
- Cancel anytime
- 100% Money-Back Guarantee
Every Feature Below is Included!
All Features Below Included
Flexible
$79
Experience unparalleled efficiency and growth in your practice with our all-in-one, user-friendly software
- Unlimited Clients
- Unlimited Document Storage^
- AI Assisted Answers
- Secure Client Portal
- IRS E-Signatures (with KBA)
- Built in Payments & Invoicing
- Calendar Integrations
- Appointment Scheduling
- Import from Any Pro Tax Software
- Export to Tax Software
- Chat, Texting & Video Calls
- Multi-Factor Authentication
- Spanish Client Workflows
- Team Workflow Dashboard
- Performance Analytics
- Full White Labeling
- Bulk & 1:1 SMS Text Messaging^
- Mapped Portal Drive
- Client Referral Program
- Birthday Emails
- Automated Document Follow-ups
- 7-day free trial
- 100% Money-Back Guarantee
- Cancel anytime
- 7-day free trial
- Cancel anytime
- 100% Money-Back Guarantee
VIP Elite Support
- Live Chat for instant answers to your queries
- Done With You Onboarding sessions
- Personalized 1:1 Onboarding sessions
- Phone support
- Live Chat for instant answers
- Done With You Onboarding sessions
- 1:1 Onboarding sessions
- Phone support
Included!
Roo™, our AI Tax Advisor
- Get instant answers to complex tax questions
- Access in-depth, client-specific tax research
- Automatically generated client query responses
- Save time spent on tax research and questions
- Instant answers to tax questions
- In-depth, client-specific tax research
- Auto generated client responses
- Our AI saves you time every day
Included!
Optional Add-ons
Additional Team Members – Monthly Plans
(After first two included)
Additional Team Members
Monthly Plans
(After first two included)
- $50 per month
Additional Team Members – Yearly Plans
(After first two included)
Additional Team Members
Yearly Plans
(After first two included)
- $500 per year
Additional Video Call Minutes
(includes mp4 cloud storage)
- First 1,000 minutes per month are always Free
- 1 minute = 1 minute of video per person on call
- Minutes roll over indefinitely with subscription
- 1st 1,000 monthly mins Free
- Video mins per person
- Minutes roll over indefinitely
Two payment options:
Pay per minute, invoiced monthly
Minutes invoiced monthly
- $0.05 per min
Pre-purchase minutes at a discount
Pre-purchase at a discount
- 500 mins $20 ($0.04 each)
- 1,000 mins $30 ($0.03 each)
- 5,000 mins $100 ($0.02 each)
- 20,000 mins $200 ($0.01 each)
- Basic KBA for your existing clients is always Free
- EKBA is required by IRS for your new clients
- EKBA verifies identity via credit bureaus
- Basic KBA is always Free
- IRS requires EKBA for new clients
- EKBA verifies credit bureaus
Two payment options:
Pay per pull, invoiced monthly
Pay per pull invoiced monthly
- $1.90 per approver/signor
Pre-purchase credits at a discount
Pre-purchase at a discount
- 50 credits $90 ($1.80 each)
- 250 credits $425 ($1.70 each)
- 500 credits $800 ($1.60 each)
- 1,000 credits $1,500 ($1.50 each)
Experience Taxaroo Risk-Free
Boost your practice’s efficiency and client satisfaction with our 14-Day Free Trial and 100% Money-Back Guarantee.
Day
FREE Trial
Get full access to our comprehensive suite of tools, including ‘Tax & Accounting’ features, because we understand the diverse needs of professionals. So, see firsthand how our user-friendly software can streamline your processes, enhance client relationships, and increase efficiency.
During your free trial, you’ll be able to:
- Explore all features and functionalities
- Set up your account and onboard clients
- Utilize our secure client portal and messaging systems
- Test out our customizable templates and workflows
Sign up today and unlock your practice’s full potential!
Money-Back Guarantee
We confidently stand behind the quality and effectiveness of our software, especially for ‘Tax & Accounting’ professionals. Taxaroo employs advanced security measures to protect your sensitive information. Learn more about our security practices on our Security Page. If you’ve utilized our onboarding resources and fully implemented Taxaroo’s features for ‘Tax & Accounting’, and sought assistance from our support team to address any issues, but haven’t experienced a positive impact on your practice within the first 30 days, so simply contact our support team to discuss your concerns and request a full refund. This guarantee applies only to new subscriptions, and you must request a refund within 30 days of your initial purchase. So, to be eligible for the guarantee, you must demonstrate that you’ve made a genuine effort to integrate the software into your tax or accounting practice.
Seamless Onboarding
We understand that adopting new tools for your firm can be challenging. So, Taxaroo promises a seamless onboarding experience to help you get set up and focus on growing your practice. After signing up, you’ll get access to:
- Schedule your personalized one-on-one onboarding session to implement your software
- Step-by-step guided tutorials and resources to help you make the most of Taxaroo's features for 'Tax & Accounting' professionals.
- Ongoing phone, email & chat support from our knowledgeable customer service team
- Schedule your personalized one-on-one onboarding session to get started
- Step-by-step guided tutorials and resources to help you make the most of Taxaroo's features
- Ongoing phone, email & chat support from our friendly customer service team
- 7-day free trial
- 100% Money-Back Guarantee
- Cancel anytime
- 7-day free trial
- Cancel anytime
- 100% Money-Back Guarantee
Frequently Asked Questions
Whether you’re looking to optimize your operations or improve your marketing strategy, our platform has you covered.
There are no hidden fees or additional costs with Taxaroo. Our pricing is transparent and all-inclusive, so you can enjoy our features without worrying about extra charges.
Yes, you can switch between the monthly and yearly plans at any time. If you choose to switch from a monthly to a yearly plan, your account will be charged the annual rate, and you will receive two months free.
If you choose to cancel your subscription, your data will be securely stored for 30 days. During this time, you can access your data or reactivate your account if you change your mind. After 30 days, all data will be permanently deleted.
We understand the importance of supporting non-profit organizations and educational institutions, and we offer special pricing for qualifying organizations. Please contact us for more information.
Yes, Taxaroo is committed to providing exceptional support and onboarding assistance. We offer one-on-one training sessions, demo sessions, chat and email support as well as a comprehensive knowledge base to help you get started and make the most of our software.
Yes, you can easily add or remove users from your subscription at any time. To add a new user, simply invite them to join your account. To remove a user, you can deactivate their access through your account settings. The cost of your subscription will automatically adjust based on the number of active users.
Have questions? Our team will be happy to assist.
We’re always here to help, so don’t hesitate to reach out with any questions you may have – our friendly team is standing by to assist you in any way we can.
^Unlimited document storage and bulk text messaging are provided for client-related files and messages. To ensure fair usage and maintain optimal service for all users, Taxaroo reserves the right to review and address instances of excessive or inappropriate storage usage or messaging abuse.
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