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About

Your business is unique, and we know that your challenges are too. During a complimentary 30-minute consultation, we will listen to your concerns and ask the right questions to offer practical advice and create a realistic strategy to help you achieve your goals. This self-paced, modular course can help you learn the basics of running a financially healthy company. We include lots of downloadable tools, reference sources, and live group coaching so you can get the most out of the course, and put into practice what you have learned in real time. We’ve worked with countless businesses. I’ve seen the common struggles. Our CFO services are tiered to your needs and offer different levels of business analysis, financial management, ongoing personal consultation and support. The Moneymaker’s Mindset digs deep into your attitudes and beliefs about money and explores how this impacts your leadership style and decision making.

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

Business Management software for companies

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

$27 per month
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

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

Review this Software

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

GrowthCast
Founded: 2013
United States
growth-cast.com

Company Information

Taxaroo
Founded: 2014
United States
taxaroo.com

Alternatives

Alternatives

CCH iFirm

CCH iFirm

Wolters Kluwer
GMAT Interact

GMAT Interact

Manhattan Prep

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

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

Google Calendar
Microsoft 365
Stripe

Integrations

Google Calendar
Microsoft 365
Stripe
Claim GrowthCast and update features and information
Claim GrowthCast and update features and information
Claim Taxaroo and update features and information
Claim Taxaroo and update features and information