OPTIMIZE GROWTH & COST-SAVINGS
OPTIMIZE
GROWTH & COST-SAVINGS
Simple Pricing, Unbeatable Value
Professional Plan
- Premium support
- Appointment scheduling
- Chat, text & video calls
- Automated follow ups
- AI tax assistant
- Client organizer
- Document management
- Workflows
- IRS compliant eSignatures
- Client portal
- Invoices & payments
- Marketing tools
1 year subscription
$790 / year
- No credit card required
Starter Plan
Experience The Unmatched Power of Taxaroo AI
AI CHAT PLAN
- Al-powered chat for instant tax answers
- Unlimited text-based queries
- Quick task completion via chat interaction
- Available from your Firm Dashboard
$49 / month
AI VIDEO PLUS PLAN
- Includes 1-hour daily video session
- Speak conversationally with your Al agent
- Quick task completion via video interaction
- Available from your Firm Dashboard
$299 / month
AI VIDEO PRO PLAN
- Enjoy 2-hour daily video sessions
- Speak conversationally with your Al agent
- High-priority queue for urgent tasks
- Available from your Firm Dashboard
- Available for your clients too — Coming Soon
$699 / month
Step into a world where your AI doesn’t just answer—it takes action. There’s no going back once you’ve tasted this level of efficiency.
Tax preparation operations have never been this sleek, this effortless, or this capable. Because you deserve more than ordinary.
Additional Add-ons
Purchase more seats whether it’s for full-time employees or seasonal staff.
$50 per user / month
$500 per user / 1 year
$900 per user / 2 years
* First 1,000 minutes per month are always Free
* 1 minute = 1 minute of video per person on call
* Minutes roll over indefinitely with subscription
Two payment options:
Pay per minute, invoiced monthly
$0.05 per min
Pre-purchase minutes at a discount
500 mins $20 ($0.04 each)
1,000 mins $30 ($0.03 each)
5,000 mins $100 ($0.02 each)
20,000 mins $200 ($0.01 each)
Basic KBA for your existing clients is always Free
EKBA is required by IRS for your new clients
EKBA verifies identity via credit bureaus
Two payment options:
Pay per pull, invoiced monthly
$1.90 per approver/signor
Pre-purchase credits at a discount
50 credits $90 ($1.80 each)
250 credits $425 ($1.70 each)
500 credits $800 ($1.60 each)
1,000 credits $1,500 ($1.50 each)
Premium Support Always Included
Ranked Highest In Customer Satisfaction
Join a growing community of tax, bookkeeping, accounting, and CPA firms benefiting from Taxaroo’s Bespoke Onboarding Program. With personalized setup and expert guidance, we ensure you’re using our cost-effective, all-in-one practice management software efficiently from day one.
- 7 day free trial
- No credit card required
- 7 day free trial
- No credit card required
Frequently Asked Questions
Whether you’re looking to optimize your operations or improve your marketing strategy, our platform has you covered.
There are no hidden fees or additional costs with Taxaroo. Our pricing is transparent and all-inclusive, so you can enjoy our features without worrying about extra charges.
Yes, you can switch between the monthly and yearly plans at any time. If you choose to switch from a monthly to a yearly plan, your account will be charged the annual rate, and you will receive two months free.
We understand the importance of supporting non-profit organizations and educational institutions, and we offer special pricing for qualifying organizations. Please contact us for more information.
Yes, Taxaroo is committed to providing exceptional support and onboarding assistance. We offer one-on-one training sessions, demo sessions, chat and email support as well as a comprehensive knowledge base to help you get started and make the most of our software.
Yes, you can easily add or remove users from your subscription at any time. To add a new user, simply invite them to join your account. To remove a user, you can deactivate their access through your account settings. The cost of your subscription will automatically adjust based on the number of active users.
