Welcome to Taxaroo 3.0: The Next Generation of Tax Practice Management Software


We are excited to introduce Taxaroo 3.0, the latest version of our tax practice management software. We’ve listened to your feedback and have worked tirelessly to improve and innovate the platform. We’re incorporating powerful AI-driven features that will take your tax practice to the next level. In this post, we’ll walk you through the new features, benefits, and improvements you can expect from Taxaroo 3.0.

AI-Driven Features for Enhanced Efficiency and Growth:

  1. Intelligent Document Categorization: With Taxaroo 3.0, our AI-powered system automatically categorizes and organizes your clients’ documents, saving you time and reducing the risk of errors.
  2. AI-Generated Tax Return Analysis: Taxaroo 3.0’s AI-driven tax return analysis helps identify potential errors, inconsistencies, and opportunities for additional deductions, ensuring more accurate and optimized tax returns for your clients.
  3. Smart Client Communication: Our AI-enhanced communication system streamlines client interactions, automatically answering common questions, and saving you valuable time in managing client relationships.
  4. Advanced Analytics and Reporting: Gain deeper insights into your tax practice with AI-powered analytics and reporting, helping you make data-driven decisions for growth and efficiency.

Improvements in User Experience:

  1. Redesigned Interface: We’ve rebuilt Taxaroo 3.0 from the ground up, ensuring a cleaner, more intuitive user experience that makes managing your tax practice easier than ever.
  2. Enhanced Security: Taxaroo 3.0 boasts top-of-the-line security measures, safeguarding your clients’ sensitive financial information and providing you with peace of mind.
  3. Faster Performance: With improved performance, Taxaroo 3.0 allows you to work more efficiently and effectively, saving you time and increasing your productivity.
  4. Seamless Integrations: Taxaroo 3.0 is built to integrate seamlessly with your favorite tools and software, streamlining your workflow and reducing friction in your daily operations.


Taxaroo 3.0 is the result of our dedication to innovation and our commitment to helping tax professionals succeed. We’re confident that the new features and improvements in this release will empower you to manage your tax practice more effectively, save time, and ultimately grow your business. Experience the power of Taxaroo 3.0 for yourself—sign up for a free trial today!


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    Sherman & Associates

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    Stevenson Tax and Accounting

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