Tax Client Portal Software

Impress Your Clients & Get Paid Faster

Exchange documents, collect e-signatures, issue invoices and communicate with your clients via custom-branded tax client portal software.
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  • No credit card required

Simplify The Way Clients Interact With Your Firm

Bring structure to your client relationships and be a true extension of their business.

Everything Your Clients Need In One Place

Tax Client Organizer

Tax Client Organizer

Send clients custom or pre-built forms to collect information faster.
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Appointment Scheduling

Appointment Scheduling

Clients can book time in your calendar and manage appointments directly from their portal.
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Chat, Texting, and Video Calls

Chat, Texting, and Video Calls

Communicate with your clients on any device, anytime – all from Taxaroo.
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IRS Compliant eSignatures

IRS Compliant eSignatures

Clients can quickly access and electronically sign documents that you prepare for them.
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Invoices & Payments

Invoices & Payments

Clients can view and securely pay invoices online via credit card or ACH.
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Referral Program

Referral Program

Each of your clients are assigned a unique link to encourage referrals. They can access this through the portal.
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Document Management

Document Management

Securely collect and share documents with clients.
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Branded Client Portal & Emails

Create a consistent brand experience through customizing your client portal and auto-reminder emails to align perfectly with your brand’s identity.
  • Logo
  • Brand colors
  • Custom Client Portal URL
  • Branded emails

Integrate With Over +7000 Apps

  • Why Taxaroo
  • Features

      Client Command Center

      Practice Management

      Business Operations

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