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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

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Perfect for small and medium businesses who have unique needs

Audience

Practice Management Solution for Tax Businesses and CPA firms

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clevero
Founded: 2018
Australia
clevero.co

Company Information

Taxaroo
Founded: 2014
United States
taxaroo.com

Alternatives

Alternatives

CCH iFirm

CCH iFirm

Wolters Kluwer
WorkWell

WorkWell

WorkWell Software

Categories

Categories

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

Integrations

Microsoft 365
Stripe
Google Ads
Google Calendar
Google Workspace
MYOB
Mailchimp
PayPal
Pin Payments
QuickBooks Online
QuickBooks Online Advanced
SendGrid
Twilio
Weebly
Wix
WordPress
Xero

Integrations

Microsoft 365
Stripe
Google Ads
Google Calendar
Google Workspace
MYOB
Mailchimp
PayPal
Pin Payments
QuickBooks Online
QuickBooks Online Advanced
SendGrid
Twilio
Weebly
Wix
WordPress
Xero
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