Audience
Practice Management Solution for Tax Businesses and CPA firms
About Taxaroo
Taxaroo is the ultimate cloud-based practice management software designed specifically for tax businesses and CPA firms. Our platform revolutionizes the way you manage your practice by offering a suite of advanced features including "Roo, The AI Tax Advisor," which automates client interactions, and a secure client portal for seamless document exchange. With workflow automation, you can streamline your processes, from client onboarding to tax filing.
Taxaroo is incredibly user-friendly, requiring no upfront investment in high-priced consultants or long onboarding processes. It's also the most affordable solution in the market, making it ideal for small to medium-sized practices.
Our software is continuously updated to meet industry standards and client needs. With Taxaroo, you get an all-in-one solution that elevates your tax practice to new heights of efficiency and client satisfaction.
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Pricing
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
Taxaroo
Founded: 2014
United States
taxaroo.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online
Taxaroo Frequently Asked Questions
Q: What kinds of users and organization types does Taxaroo work with?
Taxaroo works with these users and organization types: Mid Size Business, Small Business, Freelance, and Startup.
Q: What languages does Taxaroo support in their product?
Taxaroo supports these languages: English.
Q: What kind of support options does Taxaroo offer?
Taxaroo offers support via phone support and online.
Q: What other applications or services does Taxaroo integrate with?
Taxaroo integrates with: Google Calendar, Microsoft 365, and Stripe.
Q: What type of training does Taxaroo provide?
Taxaroo provides training in the form of documentation, live online, webinars, and videos.
Q: Does Taxaroo offer a free trial?
Yes, Taxaroo offers a free trial.
Taxaroo Product Features
Business Management
Billing & Invoicing
Supported
CRM
Supported
Employee Management
Supported
Financial Management
Supported
Marketing Management
Supported
Order Management
Supported
Point of Sale (POS)
Supported
Project Management
Supported
Purchasing
Supported
Scheduling
Supported
Inventory Management
Not Supported
Time & Expense Tracking
Not Supported
Training Management
Not Supported
Vendor Management
Not Supported
