Spanish Workflows

Meet the diverse needs of your clientele with Spanish workflows capabilities

accounting firm management software

Embrace Spanish-Speaking Clients

With Taxaroo’s Spanish Workflows feature, tax and accounting firms can accommodate a diverse clientele, ensuring seamless service delivery to Spanish-speaking clients. Enhance communication, improve client service, and broaden your market reach with this easy-to-use, inclusive feature.

Client Communication in Spanish

Connect with your Spanish-speaking clients effectively with our integrated bilingual communications.

Workflows in Spanish

Streamline operations and make your Spanish-speaking clients feel valued with fully Spanish workflows.

Broaden Market Reach

Extend your services to a wider audience by catering to the growing Spanish-speaking population.

practice management for accountants

Deliver Inclusive, High-Quality Service

Our feature not only allows your firm to cater to a wider audience but also ensures high-quality service that respects and accommodates the language preferences of your clients. This feature further solidifies your reputation as a client-centric, inclusive, and forward-thinking firm.

Enhanced Client Satisfaction

By facilitating communication in their preferred language, you enhance the client experience and foster stronger relationships.

Increased Competitive Edge

Distinguish your firm in a crowded market by offering a service that caters to the diverse language needs of your clients.

Easy Configuration and Integration

The Spanish Workflows feature is easily configurable within your firm’s dashboard. It’s designed to seamlessly integrate with your existing operations, ensuring a smooth transition and a hassle-free experience for both your firm and your clients.

TRY FREE
  • 14-day free trial
  • 100% Money-Back Guarantee
  • Cancel anytime
  • 14-day free trial
  • Cancel anytime
  • 100% Money-Back Guarantee
client management software for accountants

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

“Taxaroo has improved my practice. I recommend Taxaroo to anyone who wants to streamline their practice.”

Tynisa Gaines, EA

Tynisa Gaines, EA

Virtual & Mobile Tax Services

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.

TRY FREE
  • 14-day free trial
  • 100% Money-Back Guarantee
  • Cancel anytime
  • 14-day free trial
  • Cancel anytime
  • 100% Money-Back Guarantee
workflow software for accountants

5.0

Angelina
CEO & Founder

workflow software for accountants

5.0

Tristan
Owner

workflow software for accountants

5.0

Tracy
Owner

workflow software for accountants

5.0

Lizeth
Tax Professional

tax office management software

Get started today with a 14 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!

Quick Links

Features

MORE Features

Resources

Contact Us

FIRM EFFICIENCY NEWSLETTER

    tax office management software

    Copyright © 2023 Taxaroo. All Right Reserved.
    Terms of Use | Privacy Policy

    Tired of Endless Paperwork & Lost Time?

    Discover the strategies to reduce client onboarding time, simplify document collection, and improve client communications. 

      Your Privacy is Our Policy.

      • 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
      Login
      TRY FREE