Discover the Essential Features Tailored for Your Small Tax or Accounting Firm

Harness our cutting-edge AI-powered features. Utilize our user-friendly interface. Streamline your processes and drive success in your firm.

Boost efficiency with intuitive Practice Management because it offers a seamless client portal for onboarding and communication. Safeguard sensitive data and enhance collaboration via secure, user-friendly cloud storage. Stay on top of tasks and deadlines with robust project management, ensuring timely completion. So, elevate your practice with Taxaroo.

Unlock the Full Potential of Your Firm with These Vital Features

Taxaroo replaces the need for multiple software tools because it gives you a single login for yourself, your staff, and your clients. By offering a modern, seamless client experience, you’ll increase client retention, so you lose fewer clients to DIY tax or bookkeeping software.

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Online Client Organizers

Use custom or pre-built client organizers for faster and more efficient information collection.

Secure Document Portal

Collect, manage, store, and share your documents using world-class encryption.

IRS Compliant eSignatures

Stay out of IRS trouble with our Basic or Enhanced Knowledge Based Authentication and ensure compliance.

Invoices & Payments

Easily send invoices and accept credit cards and ACH with built-in payments.

Chat, Texting and Video

Organize and manage ALL of your client communications in one place.

Appointment Scheduling

Let clients schedule appointments on your calendar with auto-reminders.

Import/Export Tools

Eliminate redundant data entry by importing and exporting to tax software.

Complete White Labeling

Your logo, business name and domain on all client-facing portals and messages.

Performance Analytics

Monitor your revenue growth, team performance, and gather client reviews.

Spanish Workflows

Offer your portal and communications to your clients in English or Spanish, or both.

Team Member Accounts

Build and manage your team of tax professionals and accountants to any size.

Birthday Emails

Automatically send all or some of your clients a Happy Birthday email each year.

Automated Follow Ups

Stop chasing down documents and automatically send out reminders for missing items.

Referral Program

Each client is assigned a unique referral link to track referrals by sharing their link.

Mapped Portal Drive

Save or view the documents in your cloud dashboard right from your desktop or laptop.

AI Assisted Answers

Built-in research in your dashboard while simultaneously answering client questions.

NEW!

Elevate Your Tax or Accounting Practice

Picture this: with Taxaroo’s Practice Management, you save 47 minutes on each and every return or engagement. Multiply those minutes by the number of clients you service, and the time savings are astonishing. Because you can reclaim those precious hours, you have the freedom to invest them in what truly matters—growing your business, nurturing client relationships, and simply enjoying a well-deserved break! Taxaroo empowers you to transform your practice and redefine success on your own terms.

Start today and discover how Taxaroo streamlines your workflow, enhances remote client service, and boosts your firm’s efficiency and productivity.