Build great customer relationships and simplify your tax practice today
TRY 30 DAYS FOR $1
Monthly
Includes All Core Features
$99/Month
(Recurring, Cancel Anytime)
Include First Two Team Members
Fully Featured 30 Day Trial $1
Unlimited Clients (Individual, Entities & Bookkeeping)
Unlimited Document Storage*
Secure Document Portal
IRS E-Signatures (with KBA)
Built in Payments & Invoicing
Calendar Integrations
Appointment Scheduling
Exclusive to Taxaroo
Import from Tax Software (Drake, Crosslink, ProSeries)
Export to Tax Software (Drake)
Exclusive to Taxaroo
100 minutes of video calls per month
Chat, Texting & Video Calls
Exclusive to Taxaroo
Multi-Factor Authentication
Spanish Client Workflows
Exclusive to Taxaroo
Team Workflow
Practice Analytics
Full White Labeling
Bulk SMS Text Messaging
Mapped Portal Drive
Coming Soon
Referral Program
Coming Soon
Print-to-Portal
Coming Soon
1-on-1 Onboarding Meeting
Email, Chat & Phone Support
Additional Team Members = $75
*Subject to Fair Usage Policy
Enterprise
For Large Organizations
$15,000/Minimum
(Quotes Upon Request)
Multi-Office Support
Includes All Core Features
Unlimited Clients (Individual, Entities & Bookkeeping)
Unlimited Document Storage*
Secure Document Portal
IRS E-Signatures (with KBA)
Built in Payments & Invoicing
Calendar Integrations
Appointment Scheduling
Exclusive to Taxaroo
Import from Tax Software (Drake, Crosslink, ProSeries)
Export to Tax Software (Drake)
Exclusive to Taxaroo
1,000 minutes of video calls per month
Chat, Texting & Video Calls
Exclusive to Taxaroo
Multi-Factor Authentication
Spanish Client Workflows
Exclusive to Taxaroo
Team Workflow
Practice Analytics
Full White Labeling
Bulk SMS Text Messaging
Mapped Portal Drive
Coming Soon
Referral Program
Coming Soon
Print-to-Portal
Coming Soon
1-on-1 Onboarding Meeting
Email, Chat & Phone Support
Deposit for any Custom Development
Add-ons
Additional Video Call Minutes
(includes mp4 cloud storage)
1 minute = 1 minute of video per person on call
First 100 minutes per month are free
Minutes roll over indefinitely with subscription
Two ways to pay:
Pay per minute, invoiced monthly ($0.20 per minute)
Pre-buy minutes at a discount
500 mins $50 ($0.10 each)
1,000 mins $75 ($0.075 each)
5,000 mins $250 ($0.05 each)
20,000 mins $600 ($0.03 each)
Enhanced Knowledge Based Authentication
(EKBA)
1 credit = 1 Enhanced KBA pull per approver/signor
Basic KBA is always free
Credits roll over indefinitely with subscription
Two ways to pay:
Pay per pull, invoiced monthly ($3.00 per approver/signor)
Pre-buy credits at a discount
50 credits $137.50 ($2.75 each)
250 credits $625 ($2.50 each)
500 credits $1,125 ($2.25 each)
1,000 credits $2,000 ($2 each)
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Tax, Accounting and CPA Firms