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

Ratings/Reviews

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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

Q: What kinds of users and organization types does Taxaroo work with?
Q: What languages does Taxaroo support in their product?
Q: What kind of support options does Taxaroo offer?
Q: What other applications or services does Taxaroo integrate with?
Q: What type of training does Taxaroo provide?
Q: Does Taxaroo offer a free trial?

Taxaroo Product Features

Business Management

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