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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Business Management software for companies

Audience

Practice Management Solution for Tax Businesses and CPA firms

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$27 per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Supported
Free Trial Supported

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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

GrowthCast
Founded: 2013
United States
growth-cast.com

Company Information

Taxaroo
Founded: 2014
United States
taxaroo.com

Alternatives

Alternatives

Practice CS

Practice CS

Thomson Reuters
GMAT Interact

GMAT Interact

Manhattan Prep
CCH iFirm

CCH iFirm

Wolters Kluwer

Categories

Categories

Business Management Features

Billing & Invoicing Not Supported
CRM Not Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Supported
Scheduling Not Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Not Supported
Marketing Management Supported
Order Management Supported
Point of Sale (POS) Supported
Project Management Supported
Purchasing Supported
Scheduling Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Integrations

Google Calendar Not Supported
Microsoft 365 Not Supported
Stripe Not Supported

Integrations

Google Calendar Supported
Microsoft 365 Supported
Stripe Supported
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