Boost Growth With More Referrals

Maximize your new client acquisition by leveraging the power of word-of-mouth marketing with our built-in Referral Program

Unique Referral Links

Every client gets a unique referral link in their portal, making acquiring new clients effortless. By turning clients into brand ambassadors, your firm extends its reach and grows its customer base.

Share on Social Media and Emails

Spread the word with shareable referral links. Utilize social media, email, and customize messages to match your brand voice.

Integrated referral tracking

Stay informed with integrated referral tracking in both client portal and firm dashboard. Keep updated on your referral program’s success.

Word of Mouth marketing

Utilize satisfied customers as advocates to attract new business for tax and accounting firms from their networks.

Simplify Marketing Efforts

Leverage the trust and relationships you’ve built with your existing clients to drive new business. The Referral Program simplifies your marketing efforts. It puts your clients at the forefront of your growth strategy.

With the referral program, acquiring new clients becomes a more cost-effective process because it leverages your existing client relationships to bring in new business.
When your clients refer you, it not only brings in new business but also strengthens your firm’s reputation, because it shows that your services are trusted and valued.

Enhance Growth with Referalls

Witness the transformation that a well-managed Referral Program can bring to your firm. As your existing clients bring in new clients through their unique referral links, watch your business grow organically and sustainably.

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


CEO & Founder

workflow software for accountants



workflow software for accountants



workflow software for accountants


Tax Professional

tax office management software

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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