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Description
Every business is distinct, and we understand that your obstacles are equally specific. In a free 30-minute consultation, we will attentively hear your concerns and pose insightful questions to provide you with actionable guidance and develop a feasible strategy that aligns with your objectives. This self-directed, modular program is designed to teach you the fundamentals of maintaining a financially sound business. We offer a variety of downloadable resources, reference materials, and live group coaching sessions to ensure you maximize your learning experience and apply your new knowledge in real-time. Having collaborated with numerous businesses, I have observed the recurring challenges they face. Our CFO services are tailored to meet your specific requirements, offering various tiers of business analysis, financial management, and ongoing personal support. The Moneymaker’s Mindset program delves into your perceptions and beliefs regarding money, examining how these factors influence your leadership approach and decision-making process. By understanding these dynamics, you can better navigate the financial landscape of your business.
Description
Taxaroo is the go-to cloud-based practice management solution engineered for tax businesses and CPA firms. Our platform is a game-changer in practice management, offering an array of cutting-edge features. Among these is "Roo, The AI Tax Advisor," a state-of-the-art AI tool that handles client questions, freeing you to focus on complex tasks. Our secure client portal simplifies document sharing, making interactions seamless and secure.
Workflow automation is at the heart of Taxaroo, enabling you to automate everything from client acquisition to tax preparation and filing. This ensures that your practice runs like a well-oiled machine, saving you time and reducing errors.
What sets Taxaroo apart is its user-centric design. There's no need for expensive consultants or lengthy training sessions; you can get started right away. Plus, we offer the most cost-effective pricing in the industry, making us the perfect fit for practices of all sizes.
We're committed to staying ahead of the curve, continually updating our software to meet the evolving needs of our clients. Choose Taxaroo for a comprehensive, efficient, and client-friendly solution that will take your firm to unparalleled levels of success and client satisfaction.
API Access
Has API
API Access
Has API
Integrations
Google Calendar
Microsoft 365
Stripe
Pricing Details
$27 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
GrowthCast
Founded
2013
Country
United States
Website
growth-cast.com
Vendor Details
Company Name
Taxaroo
Founded
2014
Country
United States
Website
taxaroo.com
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management