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

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Unique Referral Links

Every client in your database receives a unique referral link in their client portal. This creates an effortless channel for new client acquisition. By turning your existing clientele into brand ambassadors, your firm can extend its reach and ultimately, this helps increase your customer base.

Share Seamlessly on Social Media and Emails

Promote your services far and wide with the ability to share referral links. Use social media and email for distribution. You can also use customizable messages to suit your brand voice.

Integrated Referral Tracking

Stay informed with our integrated referral tracking. It’s available in both the client portal and the firm dashboard. Keep yourself updated on the success of your referral program.


Embrace the Power of Word-of-Mouth Marketing

Tap into the biggest source of new business for tax and accounting firms – your satisfied customers are advocating for your services, so their networks can become your next clients.

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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.

Cost-Effective Client Acquisition

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.


Elevate Your Firm's Reputation

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.

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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.

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CEO & Founder

workflow software for accountants



workflow software for accountants



workflow software for accountants


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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