Taxaroo

Accounting Software

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Taxaroo offers thorough tax and accounting practice management software designed to streamline operations for small tax practices.

Features such as automated follow-ups, AI-assisted answers, and a client command center, it enhances efficiency and client satisfaction while ensuring compliance and security.

Taxaroo can be found in Accounting Software categories.

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Taxaroo Main Features

• Workflows
  Create and manage workflows to streamline your processes.
• Integrations
  Connect Taxaroo with over 7,000 other apps to improve your workflow.
• Client Portal
  A secure online space for clients to access their information and documents.
• Marketing Tools
  Tools to help you promote your services and reach more clients.
• Client Organizers
  Help clients gather and organize their tax documents easily.
• AI Assisted Answers
  Get quick answers to complex tax questions using our AI assistant, Roo.
• Document Management
  Store and manage important documents securely.
• Invoices & Payments
  Create and manage invoices and payments from clients.
• Practice Management
  Manage all aspects of your tax practice in one place.
• Automated Follow Ups
  Automatically send reminders and follow-up messages to your clients.
• Client Command Center
  This is a central place where you can manage all your client information easily.
• Performance Analytics
  Track and analyze your business performance with easy-to-read reports.
• Appointment Scheduling
  You can set up and manage appointments with your clients quickly.
• IRS Compliant eSignatures
  Use electronic signatures that meet IRS requirements.
• Chat, Text, and Video Calls
  Communicate with your clients through chat, text messages, or video calls.

Taxaroo Benefits

• Saves Time
  Taxaroo helps you spend less time chasing clients for documents, so you can focus on your work.
• Instant Answers
  The AI assistant, Roo, gives you quick answers to tough tax questions, saving you time on research.
• Reduces Mistakes
  Using Taxaroo, you can avoid costly mistakes and keep your clients happy.
• Organizes Client Data
  Taxaroo helps you collect and safeguard sensitive client data easily.
• Simplifies Operations
  You can replace multiple tools with one platform, making your work simpler.
• Streamlines Workflows
  With automated follow-ups and document management, your work becomes more efficient.
• Improves Client Access
  Clients can log in to access their past tax information without needing to call you.
• Enhances Business Growth
  Using Taxaroo allows you to focus on providing great service and growing your business.
• Easy Client Communication
  You can keep all client communications in one place with chat, text, and video calls.

Who should use Taxaroo?

• CPAs
  CPAs can handle more clients and increase their revenue by using Taxaroo to simplify their practice management.
• Accountants
  Accountants benefit from Taxaroo by streamlining their work and improving client communication with automated tools.
• Bookkeepers
  Bookkeepers can manage their tasks more efficiently and focus on helping their clients with Taxaroo's easy-to-use features.
• Tax Professionals
  Taxaroo helps tax professionals save time and avoid mistakes, making it easier to manage their clients.
• Small Business Owners
  Small business owners can use Taxaroo to keep their financial documents organized and get quick answers to tax questions.

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