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
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