Secure Document Portal

Safeguard sensitive client information with our encrypted, user-friendly document portal.

Enhanced Data Security

With Taxaroo’s Secure Document Portal, you can collect, manage, store, and share documents with confidence, knowing that your clients’ sensitive information is protected by world-class encryption.

Bank-Grade Encryption

Utilize 256-bit AES encryption to ensure the highest level of security for your clients’ data.

Easy Document Management

Organize and access documents effortlessly, streamlining your processes.

Secure Document Sharing

Share documents with clients and team members in a safe and professional manner.

User-Friendly Interface

Taxaroo’s Secure Document Portal features an intuitive interface, making it easy for clients to navigate and upload their documents. This user-friendly design enhances client satisfaction and improves their overall experience.
Clients can quickly and easily upload documents using our drag-and-drop functionality.
Clients can access their documents from any device, for a seamless experience.

Firm Only Files

The Secure Document Portal provides firms with a dedicated, confidential space to store and manage client documents securely, ensuring privacy and organization.

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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