Save 47 minutes per return, increase productivity & delight your clients!

  • Effortless client onboarding
  • Hassle-free invoicing & payments
  • Secure, IRS-compliant e-signatures
  • Secure messaging (Text, SMS & Video)
  • Secure document portal with 256-bit encryption
  • Seamless appointment scheduling
  • Track performance and growth with analytics
  • Effortless client onboarding
  • Hassle-free invoicing & payments
  • Secure, IRS-compliant e-signatures
  • Secure messaging (Text, SMS & Video)
  • Secure, encrypted document portal
  • Seamless appointment scheduling
  • Track performance with analytics

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  • Features
      Online Client Organizers

      Online Client Organizers

      Use custom or pre-built client organizers for faster and more efficient information collection.
      Appointment Scheduling

      Appointment Scheduling

      Let clients schedule meetings on your calendar with auto-reminders.
      Secure Document Portal

      Secure Document Portal

      Collect, manage, store, and share your documents using world-class encryption.
      Import/Export Tools

      Import/Export Tools

      Eliminate redundant data entry by importing and exporting to tax software.
      IRS Compliant eSignatures

      IRS Compliant eSignatures

      Keep out of trouble with our Basic or Enhanced Knowledge Based Authentication (KBA).
      Spanish Workflows

      Spanish Workflows

      Offer your portal to your clients in English or Spanish or both.
      Chat, Texting, and Video Calls

      Chat, Texting, and Video Calls

      Organize and manage ALL of your client communications in one place.
      Invoices & Payments

      Invoices & Payments

      Easily send invoices and accept credit cards and ACH with built-in payments.
      Performance Analytics

      Performance Analytics

      Monitor your revenue growth, team performance, and gather client reviews.
      Referral Program

      Referral Program

      Each client is assigned a unique referral link to track and encourage referrals through sharing the link.
      Complete White Labeling

      Complete White Labeling

      Your logo, business name and domain on all client-facing portals and messages.
      Mapped Portal Drive

      Mapped Portal Drive

      Save or view the documents in your cloud dashboard right from your desktop or laptop.

      Team Member Accounts

      Team Member Accounts

      Build and manage your team of tax professionals and accountants to any size.
      Automated Follow Ups

      Automated Follow Ups

      Stop chasing down documents from clients and automatically send out reminders for missing items.
      Birthday Emails

      Birthday Emails

      Automatically send all or some of your clients a Happy Birthday email each year.
      AI Assisted Answers

      AI Assisted Answers

      Tax and accounting research in your dashboard while simultaneously answering client questions.
  • Demo
  • Pricing
  • Security
  • About
  • Contact
  • info@taxaroo.com
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