Taxaroo
The All-In-One Platform for Tax & Accounting Professionals.
Overview
Taxaroo is a practice management software for tax and accounting professionals that automates the entire client workflow. It is not a tax preparation engine. It provides tools for client intake with customizable organizers, secure document sharing, e-signatures, communication, and billing. The platform is designed to create a professional and streamlined experience for the firm's clients.
✨ Key Features
- Customizable client organizers
- Secure document management
- Integrated e-signatures
- Client messaging and chat
- Automated invoicing and payments
- Workflow automation
🎯 Key Differentiators
- Focus on customizable client organizers and intake process
- Simple, transparent pricing
- Clean and easy-to-use interface
Unique Value: Streamlines and automates the entire client journey, from initial contact to final payment, saving time and improving the client experience.
🎯 Use Cases (4)
✅ Best For
- Improving client experience through a modern, automated portal.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms looking for a tax calculation and e-filing software
🏆 Alternatives
Offers a simpler, more focused solution on client intake and engagement automation compared to the broader, more complex feature sets of some larger competitors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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