Taxaroo

Product Details

Tax practice management platform designed to easily manage the practice through performance analytics and management features.

Client Organizers – Now automated and simplified

Build custom organizers for every job type, from individual tax returns to corporate bookkeeping engagements. Taxaroo automates how information is gathered.

• Customizable for any engagement (tax, bookkeeping, consulting, etc.)
• Pre-built client organizers included

Secure Document Portal

Integrated document portal allows you to share and collaborate with your clients.

• Bank-grade 256-bit AES encryption
• Support for any document type
• Mobile-friendly upload

IRS-compliant electronic signatures

Leverage powerful e-signature functionality, compliant with IRS Publication 1345.

IRS E-signature Standards

• Sign with your finger on a mobile device
• Sign over the web on any PC
• Sign via signature pad in-office

Professional invoicing & electronic payments

Send professional electronic invoices and receive payments directly to your bank account. Taxaroo also protects your work by requiring payment before a client is able to view their return.

• Support both credit and debit card payments
• Protect your work
• Transaction fees start at 2.9%*

Built to scale as your team grows

Effectively manage firms of all sizes, with integrated team workflows.

• Unlimited team size
• Enables preparer and reviewer signoff

Performance Analytics

Track how your business and team are performing with analytics on revenue, work in progress, and client feedback.

• Revenue and WIP dashboards
• Individual and team tracking
• Get reviews and feedback discreetly from clients