Related Products
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About
Clevero offers CRM & Business Management Solutions for Small Business.
Our SaaS offering allows our customers to track, manage, and automate all aspects of their day-to-day operations, digitizing manual and paper-based processes, and reducing the need for multiple productivity apps.
Features include:
-Custom Relationship Management (CRM)
-Appointment and Self-Service Scheduling
-Task and Project Management
-Native Video Conferencing
-Automated Reminders and Notifications
-Digital Forms and Form Builder
-Marketing and Communications
-Automated Email Tracking
-Timesheets and Invoicing
-Client Data Management
-Customer Support and Request Tracking
-Integration with payment and bookkeeping software
-Full integration capability with external API
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About
Taxaroo is the ultimate cloud-based practice management software designed specifically for tax businesses and CPA firms. Our platform revolutionizes the way you manage your practice by offering a suite of advanced features including "Roo, The AI Tax Advisor," which automates client interactions, and a secure client portal for seamless document exchange. With workflow automation, you can streamline your processes, from client onboarding to tax filing.
Taxaroo is incredibly user-friendly, requiring no upfront investment in high-priced consultants or long onboarding processes. It's also the most affordable solution in the market, making it ideal for small to medium-sized practices.
Our software is continuously updated to meet industry standards and client needs. With Taxaroo, you get an all-in-one solution that elevates your tax practice to new heights of efficiency and client satisfaction.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Perfect for small and medium businesses who have unique needs
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Audience
Practice Management Solution for Tax Businesses and CPA firms
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClevero
Founded: 2018
Australia
clevero.co
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Company InformationTaxaroo
Founded: 2014
United States
taxaroo.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Business Management Features
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
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Integrations
Microsoft 365
Stripe
Google Ads
Google Calendar
Google Workspace
MYOB
Mailchimp
PayPal
Pin Payments
QuickBooks Online
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Integrations
Microsoft 365
Stripe
Google Ads
Google Calendar
Google Workspace
MYOB
Mailchimp
PayPal
Pin Payments
QuickBooks Online
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