Performance Analytics

Measure, analyze, and improve your firm’s performance with real-time data and insights

accounting firm management software

Gain Insights into Your Firm's Performance

Taxaroo’s Performance Analytics feature gives you a clear picture of how your firm is doing by providing actionable data in real-time. Monitor key metrics and analyze patterns over time to make data-driven decisions that improve your firm’s performance.

Real-Time Data

Get instant access to key performance data that helps you monitor your firm’s operations in real-time.

Track Key Metrics

Stay on top of critical performance metrics such as productivity, revenue, and client satisfaction to drive success.

Analyze Trends

Examine patterns and trends over time to predict future performance and make informed strategic decisions.

practice management for accountants

Actionable Insights

The data you gain from Taxaroo’s Performance Analytics isn’t just for reviewing past performance. It’s also about providing actionable insights that empower you to make strategic improvements to your operations, client service, and revenue growth.

Performance Improvement

Identify areas of improvement and drive change that enhances your firm’s productivity and service quality.

Strategic Decision Making

Leverage data insights to inform strategic decisions, aligning your firm’s objectives with client needs and market trends.

Accessible and User-Friendly

Taxaroo’s Performance Analytics feature is designed with user-friendliness in mind. Accessible directly from your firm dashboard, it presents data in a visually intuitive manner, making it easy for you to understand your firm’s performance at a glance.

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  • 7-day free trial
  • 100% Money-Back Guarantee
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  • 7-day free trial
  • Cancel anytime
  • 100% Money-Back Guarantee
client management software for accountants

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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  • 7-day free trial
  • 100% Money-Back Guarantee
  • Cancel anytime
  • 7-day free trial
  • Cancel anytime
  • 100% Money-Back Guarantee
workflow software for accountants

5.0

Angelina
CEO & Founder

workflow software for accountants

5.0

Tristan
Owner

workflow software for accountants

5.0

Tracy
Owner

workflow software for accountants

5.0

Lizeth
Tax Professional

tax office management software

Get started today with a 7 Day FREE trial

Here’s your opportunity to transform your tax or accounting firm. Experience the simplicity, efficiency, and power of Taxaroo for yourself. Sign up and unlock your firm’s full potential!

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    • Features
        Online Client Organizers

        Online Client Organizers

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

        Appointment Scheduling

        Let clients schedule meetings on your calendar with auto-reminders.
        Secure Document Portal

        Secure Document Portal

        Collect, manage, store, and share your documents using world-class encryption.
        Import/Export Tools

        Import/Export Tools

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

        IRS Compliant eSignatures

        Keep out of trouble with our Basic or Enhanced Knowledge Based Authentication (KBA).
        Spanish Workflows

        Spanish Workflows

        Offer your portal to your clients in English or Spanish or both.
        Chat, Texting, and Video Calls

        Chat, Texting, and Video Calls

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

        Invoices & Payments

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

        Performance Analytics

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

        Referral Program

        Each client is assigned a unique referral link to track and encourage referrals through sharing the link.
        Complete White Labeling

        Complete White Labeling

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

        Mapped Portal Drive

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

        Team Member Accounts

        Team Member Accounts

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

        Automated Follow Ups

        Stop chasing down documents from clients and automatically send out reminders for missing items.
        Birthday Emails

        Birthday Emails

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

        AI Assisted Answers

        Tax and accounting research in your dashboard while simultaneously answering client questions.
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