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.

Simple Document Upload

Clients can quickly and easily upload documents using our drag-and-drop functionality.

Accessible Anytime, Anywhere

Clients can access their documents from any device, for a seamless experience.

Firm Only Files

The Secure Document Portal offers a dedicated space for firms to store and manage documents related to a client that the client doesn’t have access to. This feature ensures that confidential information remains secure and separate, providing your firm with an organized and private storage solution.

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  • 7-day free trial
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  • 100% Money-Back Guarantee

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.

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  • 7-day free trial
  • 100% Money-Back Guarantee
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  • 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!

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    • 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.
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    • Pricing
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    • Contact
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