Boost Growth With More Referrals

Maximize your new client acquisition by leveraging the power of word-of-mouth marketing with our built-in Referral Program

accounting firm management software

Unique Referral Links

Every client in your database receives a unique referral link in their client portal. This creates an effortless channel for new client acquisition. By turning your existing clientele into brand ambassadors, your firm can extend its reach and ultimately, this helps increase your customer base.

Share Seamlessly on Social Media and Emails

Promote your services far and wide with the ability to share referral links. Use social media and email for distribution. You can also use customizable messages to suit your brand voice.

Integrated Referral Tracking

Stay informed with our integrated referral tracking. It’s available in both the client portal and the firm dashboard. Keep yourself updated on the success of your referral program.

 

Embrace the Power of Word-of-Mouth Marketing

Tap into the biggest source of new business for tax and accounting firms – your satisfied customers are advocating for your services, so their networks can become your next clients.

practice management for accountants

Simplify Marketing Efforts

Leverage the trust and relationships you’ve built with your existing clients to drive new business. The Referral Program simplifies your marketing efforts. It puts your clients at the forefront of your growth strategy.

Cost-Effective Client Acquisition

With the referral program, acquiring new clients becomes a more cost-effective process because it leverages your existing client relationships to bring in new business.

 

Elevate Your Firm's Reputation

When your clients refer you, it not only brings in new business but also strengthens your firm’s reputation, because it shows that your services are trusted and valued.

 

Enhance Growth with Referalls

Witness the transformation that a well-managed Referral Program can bring to your firm. As your existing clients bring in new clients through their unique referral links, watch your business grow organically and sustainably.

TRY FREE
  • 7-day free trial
  • 100% Money-Back Guarantee
  • Cancel anytime
  • 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.

TRY FREE
  • 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!

TRY FREE

Quick Links

Features

MORE Features

Contact Us

Resources

FIRM EFFICIENCY NEWSLETTER

    tax office management software
    Copyright © 2024 Taxaroo. All Right Reserved. Terms of Use | Privacy Policy

    Tired of Endless Paperwork & Lost Time?

    Discover the strategies to reduce client onboarding time, simplify document collection, and improve client communications. 

    Your Privacy is Our Policy.

    • 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.
    • Demo
    • Pricing
    • Security
    • About
    • Contact
    • info@taxaroo.com
    Login
    TRY FREE