Taxaroo Overview

Taxaroo is a comprehensive tax practice management software designed to streamline the operations of tax professionals and accounting firms. With its userfriendly interface, Taxaroo allows users to manage client information, track engagements, and automate workflows efficiently. The software offers tools for document management, enabling users to store and organize client documents securely while facilitating easy access and collaboration. Taxaroo also includes powerful reporting features that provide insights into client activities, engagement performance, and revenue tracking, helping firms make informed business decisions. Additionally, the platform supports integration with popular accounting software, enhancing overall efficiency and reducing manual data entry. By implementing Taxaroo, accounting firms can improve client service, enhance operational efficiency, and ultimately drive business growth.

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Contact Details

  • Vendor Name Taxaroo
  • Founded 2014
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English, Spanish


Industries

Accounting

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Taxaroo Features

  • Arrow Icon Performance Metrics
  • Arrow Icon Inventory Management
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Calendar Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Contact Management
  • Arrow Icon Customizable Fields
  • Arrow Icon Employee Management
  • Arrow Icon Training Management
  • Arrow Icon Workflow Management
  • Arrow Icon Accounting
  • Arrow Icon Financial Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Client Management
  • Arrow Icon Project Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Third Party Integrations
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon CRM
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon Document Management
  • Arrow Icon Email Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Order Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Management
  • Arrow Icon Client Portal
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Staff Management
  • Arrow Icon Client Portal
  • Arrow Icon Client Management
  • Arrow Icon Workflow Management
  • Arrow Icon Document Management
  • Arrow Icon Due Date Tracking
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Task Management
  • Arrow Icon Time Tracking
  • Arrow Icon Project Management
  • Arrow Icon For CPA Firms
  • Arrow Icon Approval Workflow
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Client Management
  • Arrow Icon Tax Forms
  • Arrow Icon Document Management
  • Arrow Icon Tax Filing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Status Tracking
  • Arrow Icon Approval Process Control
  • Arrow Icon Workflow Management
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Client Portal
  • Arrow Icon Task Management
  • Arrow Icon Communication Management
  • Arrow Icon Time Tracking
  • Arrow Icon For Tax Practices

Taxaroo Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Monthly

$79 Per Month

Taxaroo FAQs

Taxaroo is a comprehensive tax practice management software designed to streamline the operations of tax professionals and accounting firms. With its userfriendly interface, Taxaroo allows users to manage client information, track engagements, and automate workflows efficiently. The software offers tools for document management, enabling users to store and organize client documents securely while facilitating easy access and collaboration. Taxaroo also includes powerful reporting features that provide insights into client activities, engagement performance, and revenue tracking, helping firms make informed business decisions. Additionally, the platform supports integration with popular accounting software, enhancing overall efficiency and reducing manual data entry. By implementing Taxaroo, accounting firms can improve client service, enhance operational efficiency, and ultimately drive business growth.

  • No, Taxaroo does not offer a free version.

  • Yes, Taxaroo offers a free trial.

  • No, Credit Card details are not required for the Taxaroo trial.

  • Taxaroo offers the following pricing plans & packages:

    Monthly

    $79 Per Month

  • Taxaroo supports the following payment frequencies:

    • Monthly Subscription

  • No, Taxaroo does not offer an API.

  • Taxaroo offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Taxaroo offers training with the following options:
    • Live Online , Webinar , Documentation

  • Taxaroo supports the following languages:
    • English , Spanish

  • Following are the typical users of the Taxaroo:
    • Self-Employed , Small-Business , Midsize-Business

  • Taxaroo supports the following deployment:
    • Cloud Hosted

  • Taxaroo supports the following devices and operating systems:
    • Web-Based

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