Tax Document Management
Keep Client Documents Organized, Safe & Accessible
Manage, store, and share documents with confidence, knowing that your clients’ sensitive information is protected by world-class encryption.
Secure Document Portal
Organize and access documents using our user-friendly document portal. Everyone on your team and your clients can securely access documents anytime, anywhere.
Mapped Portal Drive
Save time by accessing client files directly from your computer’s file system. No more navigating through multiple platforms or folders.
Simply drag and drop files from your desktop or laptop into Taxaroo’s client folder. They’ll instantly appear in the client’s portal and your firm dashboard.
All your client files are neatly organized in one place, ensuring ease of management and access whenever needed.
Import/Export From Your Tax Software
Connect Taxaroo with leading tax platforms like Direct Drake. Eliminate manual data input and enhance accuracy.
Only Taxaroo lets you export client portal data directly to Drake Tax software, saving you time during peak tax season.
Import from any tax software directly into Taxaroo, saving clients from entering basic information manually.
