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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Microsoft 365 Yes 
Stripe Yes 

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 

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