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What is Taxaroo?

Taxaroo is a cloud-based platform for tax practices, with AI-powered features and automations for mundane tasks, AI-assisted responses for answering client queries, and tax research built into the platform. Taxaroo helps users to deliver their clients a streamlined, secure, and personalized experience that transforms the world of tax preparation into a breeze.

🌟 Key Features:

  • AI-Assisted Answers: An intelligent system drafts responses to client queries, queuing them up for approval to save time and effort.

  • Built-in AI Tax Research: A virtual research assistant designed to make tax law more accessible than Google searching.

  • Customizable Client Organizer: To offer a tailored client experience that captures just the right information.

  • Secure Document Portal: Displaces insecure email attachments with encryption, ensuring client's sensitive data is secure.

  • IRS-Compliant Signatures: Legally binding e-signatures make the formalities a cinch. Included Basic Free KBA as well as Enhanced Paid KBA.

  • Invoices & Payments: Billing and payment options that make financial transactions as simple as a tap.

  • Team Member Accounts: For real-time team collaboration.

  • Chat, Texting, and Video: Keeps the conversation flowing through multiple channels, all within the platform.

  • Import/Export Tools: Transition made easier with smooth data import/export functionalities.

  • Calendar & Scheduling: AI-powered scheduling that nudges clients and allows the user to focus on what really matters.

  • Spanish Workflows: Porque la inclusión importa. (Because inclusion matters.)

  • Performance Analytics: Real-time insights to track, and measure practice success.

  • Birthday Emails: To never miss an opportunity to make clients feel special.

  • Full White Labeling: With comprehensive branding options so the platform matches the practice.

  • Mapped Portal Drive: A structured way to keep essential documents in one place.

  • Referral Program: Turns satisfied clients into promoters with an automated, gamified referral system.

  • Automated Follow-Ups: Smart reminders that keep things moving, without no action required by the user.



Categories & Use Cases

Videos

Product Demos

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo
Supported LanguagesEnglish, Spanish

FAQs

What is Taxaroo?
Taxaroo is a cloud-based tax practice management tool designed to enable tax professionals to spend more time providing value-add guidance to their clients, and less time collecting information, doing follow ups, and managing endless bits of workflow. It also aims to provide clients have a simple clean experience working with their tax preparers in a secure virtual environment.
How much does Taxaroo cost?
Taxaroo starts at $99.
What are Taxaroo's top competitors?
Canopy, Karbon, and TaxDome are common alternatives for Taxaroo.
Who uses Taxaroo?
The most common users of Taxaroo are from Small-Business.