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.
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Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
Learn more
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
Cloud
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
