Powerful tax practice management to cut costs, automate workflow and easily go remote
Key Features
Customizable Client Organizer
Secure Document Portal
IRS-Compliant Signatures
Invoices & Payments
Team Member Accounts
Chat, Texting and Video
Exclusive to Taxaroo
Import/Export Tools
Exclusive to Taxaroo
Calendar & Scheduling
Exclusive to Taxaroo
Spanish Workflows
Performance Analytics
Birthday Emails
Full White Labeling
Mapped Portal Drive
Coming Soon
Coming Soon
Referral Program
Automated Follow Ups
Client Organizers
From individual tax returns to corporate bookkeeping, Taxaroo makes it easy to collect, manage, prepare, and share all of your firm and client documents.
LogoMarkUse pre-built online form based client organizers
LogoMarkCreate custom organizers for any job type
LogoMarkCollect information from clients effortlessly
Secure Document Portal
Give your clients a secure, easy, and professional way to work with you in the cloud.
LogoMarkBank-grade 256-bit AES encryption
LogoMarkCreate custom organizers for any job type
LogoMarkCollect information from clients effortlessly
See Security
IRS-Compliant Electronic Signatures
Prevent identity theft and fraud from entering your tax practice by maintaining a high level of compliance and security. Taxaroo’s e-signature functionality is compliant with IRS Publication 1345 to keep your tax practice safe.
Allows your tax practice to:
LogoMarkComply with IRS standards
LogoMarkCollect e-signatures with a finger on a mobile or tablet, on a Mac or PC, or a signature pad in-office
Our Enhanced KBA ensures:
LogoMarkIdentity of the taxpayer who signed the document
LogoMarkTamper-proof eSignature validity
LogoMarkA digital paper trail for IRS-compliance
Professional Invoicing & Electronic Payments
Send professional electronic invoices and receive payments directly to your bank account. We protect your work by requiring payment before a client is able to view their return.
LogoMarkSupports credit and debit card payments
LogoMarkMerchant processing by Stripe
LogoMarkTransaction fees are 2.9%
Team Workflow
Taxaroo gives you all the team management tools to create a powerful team of tax professionals without limits.
LogoMarkAdd unlimited team members
LogoMarkCreate preparer and reviewer roles
LogoMarkAssign jobs to any team member
Performance Analytics
Track the growth of your business with analytics on revenue, work in progress and client feedback.
LogoMarkRevenue and Work in Progress dashboards
LogoMarkTeam member statistics
LogoMarkReviews and team ratings
Exclusive To Taxaroo
Import / Export from your Tax Software
We save you time by eliminating redundant data entry by importing and exporting to your tax software.
Import Integrations
LogoMarkIntuit ProSeries
LogoMarkMore coming soon
Export Integrations
LogoMarkMore coming soon
Which Tax Preparation Software do you use?
Click here to request a software to be added to our platform
Exclusive To Taxaroo
Integrated Chat, Text Messaging and Video Calls
Connect with your clients from everywhere with all communications in one place. From text messages to chat, phone calls to video.
LogoMarkSend and receive Text messages
LogoMarkSchedule and record video calls
LogoMarkAll chats, texts and videos saved for compliance
LogoMarkSign up and start communicating
Exclusive To Taxaroo
Appointment Scheduler
Tired of chasing down documents in order to complete their returns? Automated follow ups sends out emails reminding clients based on your preferred send cadence.
LogoMarkSave time and labor
LogoMarkGet returns done quicker
LogoMarkEfficiency on autopilot
Calendar Integrations
Seamlessly book meetings and create reminders in your Google, Outlook, Apple and Aol calendars.
Full White Labeling
Add your logo and branding to all client portals, invoices and messages including using your own domain name.
LogoMarkUse Taxaroo’s technology as your own
LogoMarkExample domain: submit.yourtaxdomain.com
LogoMarkYour logo and brand color scheme throughout
Spanish Workflows
Translate your tax practice to communicate with Spanish clients in their language. Taxaroo gives you the ability to put the following in Spanish:
LogoMarkDocument portal
LogoMarkForm requests
LogoMarkPush notifications and emails
Referral Program
Referrals are the best source of new clients. To encourage clients to spread the word about your tax practice - use Taxaroo to build you referral program.
LogoMarkSend referral requests via email
LogoMarkTrack performance in your account
LogoMarkDiscover new opportunities for growth
Coming Soon
Mapped Drive
Store, share and manage client files in a dedicated drive account with secure access from your desktop computer.
LogoMarkUpload and move files using drag-and-drop
LogoMarkShare access to your team
LogoMarkQuick way to get clients their files
LogoMarkImprove your workflow efficiency
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Tax, Accounting and CPA Firms