Cloud Drive Integration

Simplify your document management with Taxaroo’s integrated Cloud Drive feature, bringing convenience and organization to your fingertips and streamlining your workflow.

Simplified File Management

Effortlessly manage client files with Taxaroo’s Cloud Drive. Our integrated system ensures seamless file management, centralizing all documents to enhance organization and prevent loss. Save valuable time with our consolidated platform for all your file management needs.

Seamless Drag-and-Drop Feature

Simply drag and drop files from your desktop or laptop into Taxaroo’s client folder. They’ll instantly appear in the client’s portal and your firm dashboard.

Unified Document Location

All your client files are neatly organized in one place, ensuring ease of management and access whenever needed.

Increased Efficiency

Save time by accessing client files directly from your computer’s file system with Taxaroo. No more navigating through multiple platforms or folders. Perfect for calls or meetings, eliminating the need for the Taxaroo firm dashboard.

Unique Functionality

Taxaroo’s integrated Cloud Drive sets it apart, enhancing document management for modern accounting firms.
Experience seamless integration and intuitive functionality so that it makes your everyday document management tasks a breeze.
Stay ahead of the competition with a feature that many other portals don’t provide, but enhancing your overall service quality and efficiency.

Integration with Taxaroo

The Cloud Drive feature seamlessly integrates with Taxaroo software. This addition enhances Taxaroo’s suite, making it a top choice for tax and accounting firms. Not only does it offer added functionality and convenience, but it also complements existing features. Together, they provide a holistic solution for all practice management needs.


Tax & Accounting Professionals Love Us!​

Don’t just take our word for it – Taxaroo’s real-world impact is demonstrated by satisfied clients who experience tangible benefits from our software. Our platform has transformed their operations, and their lives. Allowing them to focus on what really matters: providing exceptional service and growing their businesses.

“Taxaroo has cut our workflow time by 50%, allowing us to focus more on value-add client conversations.”

Brandon Sherman, <span style="font-size: 14px; letter-spacing: normal;">Owner</span>

Brandon Sherman, Owner

Sherman & Associates

“Taxaroo has been a lifesaver for our business this year. We were very lucky to have the tools of Taxaroo.”

Alice Zaganczyk Peterson, CPA

Alice Zaganczyk Peterson, CPA

AM Accounting and Tax Services

“Using Taxaroo, we’re able to smoothly handle 500 returns and generate half a million a year in revenue… with just two employees!”
Karen M. Stevenson, EA, MBA

Karen M. Stevenson, EA, MBA

Stevenson Tax and Accounting

Ranked highest in customer satisfaction

Become part of a growing network of small tax, bookkeeping, accounting and CPA firms that have discovered the benefits of Taxaroo’s cost-effective and easy-to-use practice management software.

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CEO & Founder

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Tax Professional

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