Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Place your confidence in the top-rated agency software available today. Our platform allows you to fine-tune your specific workflows thanks to its extensive functionality, adaptable customization, and unparalleled usability. Streamline your operations by merging creative tasks for your clients with organized processes for your team members. You can begin with the essential features and enhance your agency software later by adding tailored modules that suit your needs. We dedicate the necessary time to ensure the flawless integration of our software for you, as this investment will yield great returns. Our expertise in the industry is always at your disposal to help refine your agency's processes. Additionally, our consultants are committed to providing personalized support, ensuring that your needs and interests are prioritized at all times. This level of dedication sets us apart as a partner you can truly rely on.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Calendar
No
Microsoft 365
No
Stripe
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Taxaroo
Founded
2014
Country
United States
Website
taxaroo.com
Vendor Details
Company Name
Because Software
Founded
1988
Country
Germany
Website
www.because-software.com
Product Features
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
Yes
Financial Management
Yes
Inventory Management
No
Marketing Management
Yes
Order Management
Yes
Point of Sale (POS)
Yes
Project Management
Yes
Purchasing
Yes
Scheduling
Yes
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Product Features
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
Yes
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
No