Taxaroo 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.

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Pricing

Free Version:
Yes
Free Trial:
Yes

Integrations

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Company Details

Company:
Taxaroo
Year Founded:
2014
Headquarters:
United States
Website:
taxaroo.com
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Videos
Customer Support
Phone Support
Online

Taxaroo Features and Options

Business Management Software

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

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