Taxaroo Unveils World’s First Agentic AI for Tax Professionals, Powered by Workforce AI
Revolutionary Avatar Integration Handles Real-World Tasks Inside and Beyond Taxaroo’s Platform—A Global First in Automated Practice Management
New York, January 15, 2025—Taxaroo, a leading innovator in tax practice management software for the past ten years, today announced a first-of-its-kind AI-driven solution that transcends traditional boundaries of automation. Developed in collaboration with Workforce AI, this new “agentic” technology seamlessly merges a humanlike video avatars with real-time execution capabilities—delivering unprecedented efficiency to tax and accounting professionals.
“With the new agentic AI, tax pros can literally speak commands to a humanlike AI avatar agent that not only understands complex tax questions and scenarios but can also send client emails, text messages and even research things on the web,” said Mario Costanz, CEO of both Taxaroo and Workforce AI. “In an industry where every minute counts, this is a game-changer.”
Major Features
- Voice & Text Conversational Interface: Instantly delivers answers—no complicated prompt engineering or IT expertise required.
- Agentic Execution: Goes beyond chatting—automatically handles tasks like emailing clients, analyzing documents, and scheduling on your behalf, just by talking to the bot.
- First in the World: No other platform offers this level of hands-free, real-world task management, bridging conversation and action.
- Powered by Workforce AI: Extends the avatar’s capabilities beyond Taxaroo, enabling integrated solutions across multiple software platforms. (It can even join Zoom meetings if you opt to use Workforce AI’s cross-platform features.)
Reimagining the Client Experience
Taxaroo’s latest release doesn’t just address back-office efficiencies—it reinvents how clients interact with their preparers. The company’s new client portal features an intuitive “Tinder of Taxes” interface, enabling simple swiping by tax clients instead of cumbersome forms and checkboxes, plus an optional humanlike digital assistant on video for real-time support. The result? Firms save an average of 47 minutes per return, vastly accelerating turnaround times while providing the world’s best client experience.
Early users have reported a new level of “hands-off” ease, citing fewer client follow-up questions, seamless document collection, and a sleek user experience that delights even the least tech-saavy client.
Taxaroo’s new AI release ushers in a transformative era for the profession, giving practitioners more freedom to focus on client relationships and strategic advisory work. Whether you’re a small EA firm or a large CPA operation, these groundbreaking innovations promise to save you time and transform how you serve clients in 2025 and beyond.
About Taxaroo
Taxaroo has been a frontrunner in tax and accounting practice management software for a decade, first in the industry, serving solo practitioners and national firms alike. Renowned for its user-friendly approach and comprehensive feature set, Taxaroo helps tax professionals and accountants save time, reduce costs, and grow their practices. With the new AI agent and reimagined client portal, Taxaroo continues to lead the industry into an era of smarter, more efficient practice management.
About Workforce AI
Workforce AI is a pioneer in next-generation artificial intelligence solutions, creating humanlike avatars capable of voice, video, and real-time “agentic” activities that extend beyond standard chatbot functionality. By integrating seamlessly with multiple platforms, Workforce AI technology empowers businesses across industries to delegate repetitive tasks, accelerate workflows, and unlock a new realm of productivity. In a world of overly complex AI solutions that aren’t being used by most, it’s AI for the rest of us.
For more information or to schedule a live demo, visit Taxaroo.com.
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