OPTIMIZE GROWTH & COST-SAVINGS

OPTIMIZE
GROWTH & COST-SAVINGS

Simple Pricing, Unbeatable Value

Say goodbye to juggling different expensive platforms like DocuSign, Zoom, Formstack, Intercom, Asana, Calendly, and Sharefile. So, everything is now accessible for you from one organized dashboard.

Say hello to affordable, simple and straightforward pricing.

Monthly
Yearly

2 Months Free!

electronic tax organizer

Every Feature Below is Included!

All Features Below Included

Save 16.7%!

$790

/ year (Includes Two Users)

Experience unparalleled efficiency and growth in your practice with our all-in-one, user-friendly software.

Every Feature Below is Included!

All Features Below Included

Flexible

$79

/ month (Includes Two Users)

Experience unparalleled efficiency and growth in your practice with our all-in-one, user-friendly software

VIP Elite Support

  • Live Chat for instant answers to your queries
  • Done With You Onboarding sessions
  • Personalized 1:1 Onboarding sessions
  • Phone support
  • Live Chat for instant answers
  • Done With You Onboarding sessions 
  • 1:1 Onboarding sessions
  • Phone support

Included!

Roo™, our AI Tax Advisor

  • Get instant answers to complex tax questions
  • Access in-depth, client-specific tax research
  • Automatically generated client query responses 
  • Save time spent on tax research and questions
  • Instant answers to tax questions
  • In-depth, client-specific tax research
  • Auto generated client  responses 
  • Our AI saves you time every day

Included!

Optional Add-ons

Additional Team Members  Monthly Plans
(After first two included)

Additional Team Members
Monthly Plans
(After first two included)

  • $50 per month

Additional Team Members – Yearly Plans
(After first two included)

Additional Team Members
Yearly Plans
(After first two included)

  • $500 per year

Additional Video Call Minutes
(includes mp4 cloud storage)

  • 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
  • 1st 1,000 monthly mins Free
  • Video mins per person
  • Minutes roll over indefinitely

Two payment options:

Pay per minute, invoiced monthly

Minutes invoiced monthly

Pre-purchase minutes at a discount

Pre-purchase at a discount

Enhanced Knowledge Based Authentication (EKBA)
  • Basic KBA for your existing clients is always Free
  • EKBA is required by IRS for your new clients
  • EKBA verifies identity via credit bureaus 
  • Basic KBA is always Free
  • IRS requires EKBA for new clients
  • EKBA verifies credit bureaus

Two payment options:

Pay per pull, invoiced monthly

Pay per pull invoiced monthly

Pre-purchase credits at a discount

Pre-purchase at a discount

Experience Taxaroo Risk-Free

Boost your practice’s efficiency and client satisfaction with our 14-Day Free Trial and 100% Money-Back Guarantee.

7

Day
FREE Trial

Get full access to our comprehensive suite of tools, including ‘Tax & Accounting’ features, because we understand the diverse needs of professionals. So, see firsthand how our user-friendly software can streamline your processes, enhance client relationships, and increase efficiency.

During your free trial, you’ll be able to:

  • Explore all features and functionalities
  • Set up your account and onboard clients
  • Utilize our secure client portal and messaging systems
  • Test out our customizable templates and workflows

Sign up today and unlock your practice’s full potential! 

Sign up today and unlock your practice's full potential! 

Sign up today and unlock your practice's full potential! 

100

Money-Back Guarantee

We confidently stand behind the quality and effectiveness of our software, especially for ‘Tax & Accounting’ professionals. Taxaroo employs advanced security measures to protect your sensitive information. Learn more about our security practices on our Security Page. If you’ve utilized our onboarding resources and fully implemented Taxaroo’s features for ‘Tax & Accounting’, and sought assistance from our support team to address any issues, but haven’t experienced a positive impact on your practice within the first 30 days, so simply contact our support team to discuss your concerns and request a full refund. This guarantee applies only to new subscriptions, and you must request a refund within 30 days of your initial purchase. So, to be eligible for the guarantee, you must demonstrate that you’ve made a genuine effort to integrate the software into your tax or accounting practice.

Experience the difference risk-free, with our 100% money-back guarantee!

Experience the difference risk-free, with our 100% money-back guarantee!

Seamless Onboarding

We understand that adopting new tools for your firm can be challenging. So, Taxaroo promises a seamless onboarding experience to help you get set up and focus on growing your practice. After signing up, you’ll get access to:

Frequently Asked Questions

Whether you’re looking to optimize your operations or improve your marketing strategy, our platform has you covered.

How does the pricing for Taxaroo work?
Taxaroo offers two pricing plans: a monthly plan at $79/month and a yearly plan at $790/year. Both plans include all features and unlimited access to our comprehensive and user-friendly practice management software.
Are there any hidden fees or additional costs?

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.

Can I switch between the monthly and yearly plans?

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.

What payment methods do you accept?
We accept all major credit cards, including Visa, Mastercard, American Express, and Discover.
Is there a free trial available for Taxaroo?
Yes, we offer a 7-day free trial that allows you to fully explore and experience Taxaroo’s features and benefits.
How does the cancellation policy work?
You can cancel your Taxaroo subscription at any time. If you cancel, your subscription will be canceled at the end of the current billing cycle, and you will not be charged for the following billing period.
What happens to my data if I decide to cancel?

If you choose to cancel your subscription, your data will be securely stored for 30 days. During this time, you can access your data or reactivate your account if you change your mind. After 30 days, all data will be permanently deleted.

Are there a discounts for non-profit organizations?

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.

Do you offer support and onboarding assistance?

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.

Can I add or remove users from my subscription?

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.

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accounting practice workflow management

Have questions? Our team will be happy to assist.

We’re always here to help, so don’t hesitate to reach out with any questions you may have – our friendly team is standing by to assist you in any way we can.

^Unlimited document storage and bulk text messaging are provided for client-related files and messages. To ensure fair usage and maintain optimal service for all users, Taxaroo reserves the right to review and address instances of excessive or inappropriate storage usage or messaging abuse.

Trusted by Over 3,000 Tax, Bookkeeping, Accounting and CPA Firms

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accounting practice management
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cpa workflow software

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.

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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