Audience
Practice Management Solution for Tax Businesses and CPA firms
About Taxaroo
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.
Pricing
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
Taxaroo
Founded: 2014
United States
taxaroo.com
Videos and Screen Captures
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Product Details
Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online
Taxaroo Frequently Asked Questions
Taxaroo Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Inventory Management
Time & Expense Tracking
Training Management
Vendor Management