Build great customer relationships and simplify your tax practice today
TRY 14 DAYS FOR FREE
Monthly
Includes All Core Features
$149/Month
$99/Month
(Recurring, Cancel Anytime)
Include First Two Team Members
Fully Featured 14 Day FREE Trial
Unlimited Clients (Individual, Entities & Bookkeeping)Unlimited Document Storage*Secure Document PortalIRS E-Signatures (with KBA)Built in Payments & InvoicingCalendar IntegrationsAppointment SchedulingExclusive to Taxaroo
Import from Tax Software (Drake, Crosslink, ProSeries)Export to Tax Software (Drake)Exclusive to Taxaroo
100 minutes of video calls per monthChat, Texting & Video CallsExclusive to Taxaroo
Multi-Factor Authentication Spanish Client WorkflowsExclusive to Taxaroo
Team WorkflowPractice AnalyticsFull White LabelingBulk SMS Text MessagingMapped Portal DriveComing Soon
Referral ProgramComing Soon
Print-to-PortalComing Soon
1-on-1 Onboarding MeetingEmail, Chat & Phone SupportAdditional Team Members = $75*Subject to Fair Usage Policy
Taxaroo +
Includes Software & Coaching!
$2990/Year
$1990/Year
(Everything to Run Your Firm)
Unlimited Team Members! +
Everything Included with Monthly & Annual
Unlimited Clients (Individual, Entities & Bookkeeping)Unlimited Document Storage*Replaces 8 Other Software SubscriptionsPlus Specialized Features Only From TaxarooFull Client Portal Practice Management ToolsClient Communication ToolsEfficiency ToolsMarketing ToolsUnlimited Video Call Minutes & Recordings Built-in Payments & E-SignaturesFull White LabelingTaxaroo + Bonuses:8 Group Growth Coaching Q&A Calls +Led by Industry Experts +M&A, Marketing, Hiring, Time Mgmt & Sales +Free Professional Tax Software Included +A $1,395 Savings! +TaxSlayer Pro Cloud or Crosslink 1040 Desktop +Or Continue Using Your Own Tax Software +1-on-1 Onboarding MeetingEmail, Chat & Phone Support100 Free Advanced KBA Pulls! +Yearly
Includes All Core Features
$1490/Year
$990/Year
(Recurring, Cancel Anytime)
Include First Two Team Members
Fully Featured 14 Day FREE Trial
Unlimited Clients (Individual, Entities & Bookkeeping)Unlimited Document Storage*Secure Document PortalIRS E-Signatures (with KBA)Built in Payments & InvoicingCalendar IntegrationsAppointment SchedulingExclusive to Taxaroo
Import from Tax Software (Drake, Crosslink, ProSeries)Export to Tax Software (Drake)Exclusive to Taxaroo
100 minutes of video calls per monthChat, Texting & Video CallsExclusive to Taxaroo
Multi-Factor Authentication Spanish Client WorkflowsExclusive to Taxaroo
Team WorkflowPractice AnalyticsFull White LabelingBulk SMS Text MessagingMapped Portal DriveComing Soon
Referral ProgramComing Soon
Print-to-PortalComing Soon
1-on-1 Onboarding MeetingEmail, Chat & Phone SupportAdditional Team Members = $750Add-ons
Additional Video Call Minutes
(includes mp4 cloud storage)
(includes mp4 cloud storage)
1 minute = 1 minute of video per person on call
First 100 minutes per month are free
Minutes roll over indefinitely with subscription
First 100 minutes per month are free
Minutes roll over indefinitely with subscription
Two ways to pay:
Pay per minute, invoiced monthly ($0.20 per minute)
Pre-buy minutes at a discount
Pre-buy minutes at a discount
500 mins $50 ($0.10 each)1,000 mins $75 ($0.075 each)5,000 mins $250 ($0.05 each)20,000 mins $600 ($0.03 each)Enhanced Knowledge Based Authentication
(EKBA)
(EKBA)
Enhanced Knowledge Based Authentication
(EKBA)
(EKBA)
Two ways to pay:
Pay per pull, invoiced monthly ($3.00 per approver/signor)
Pre-buy credits at a discount
Pre-buy credits at a discount
50 credits $137.50 ($2.75 each)250 credits $625 ($2.50 each)500 credits $1,125 ($2.25 each)1,000 credits $2,000 ($2 each)
Welcome to Taxaroo
Let's Get Started
Learning new tools to run your tax practice can sometimes be cumbersome. That’s why Taxaroo promises complete onboarding to help you get started and set up so you can focus on growing your practice. Get in touch with our team for a one-on-one training session today.
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Tax, Accounting and CPA Firms
Tax, Accounting and CPA Firms
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"Taxaroo has cut the time we spend on workflow by 50%, allowing us to focus more on value-add client conversations."
Taxaroo is a modern cloud-based tax practice management tool. We enable tax firms to save time, make more money and improve their quality of life by providing a better, online customer experience with our suite of practice efficiency tools.
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