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Taxaroo

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Taxaroo

An all-in-one tax practice management software for small tax practices.

Added:

June 29, 2025

Overview Features FAQs Reviews

TL;DR

Taxaroo is a comprehensive tax practice management software.
It helps tax professionals automate workflows and client communications.
Ideal for small tax, bookkeeping, accounting, and CPA firms.

What is Taxaroo

Taxaroo is an all-in-one tax practice management software designed specifically for small tax practices, bookkeeping, accounting, and CPA firms. It serves as a client command center that streamlines client communications, automates workflows, and improves operational efficiency. Taxaroo helps professionals save time on administrative tasks, avoid costly mistakes, and enhance client satisfaction by providing tools like client organizers, document management, eSignatures, and AI-assisted answers.

Key Features

Client Organizer: Collect and organize client information efficiently with customizable client organizers.
Document Management: Securely manage and store client documents in one place.
Workflows: Automate tax preparation workflows to increase efficiency and reduce errors.
IRS Compliant eSignatures: Obtain legally binding eSignatures that comply with IRS regulations.
Client Portal: Provide clients with a secure portal to access their tax information and documents.
Automated Follow Ups: Automate client communications and follow-ups via text messages, emails, and reminders.
AI Tax Assistant: Use AI to quickly answer complex tax questions and conduct research.
Appointment Scheduling: Simplify booking with integrated appointment scheduling tools.

Who is Taxaroo for?

Taxaroo is an all-in-one tax practice management software designed specifically for small tax practices, bookkeeping, accounting, and CPA firms. It serves as a client command center that streamlines client communications, automates workflows, and improves operational efficiency. Taxaroo helps professionals save time on administrative tasks, avoid costly mistakes, and enhance client satisfaction by providing tools like client organizers, document management, eSignatures, and AI-assisted answers.

Key Use Cases & Applications

Streamlining client onboarding with customizable client organizers
Automating client follow-ups to save time on administrative tasks
Providing clients with secure access to their tax documents via the client portal
Using AI to quickly answer complex tax questions and conduct research
Simplifying appointment scheduling and client communications

Pros

All-in-one platform replacing multiple tools
Automated workflows and client communications
AI-assisted tax research and client inquiry responses
Easy-to-use interface with personalized onboarding
Secure client portal with IRS-compliant eSignatures

Cons

May require time to set up and customize for specific firm needs
Some advanced features may have a learning curve

Pricing Info

AI CHAT PLAN $49 / month

Focused purely on chat, simple and efficient.

Al-powered chat for instant tax answers
Unlimited text-based queries
Quick task completion via chat interaction
Available from your Firm Dashboard

AI VIDEO PLUS PLAN $299 / month

Includes AI Chat Plan.

Includes 1-hour daily video session
Speak conversationally with your Al agent
Quick task completion via video interaction
Available from your Firm Dashboard

AI VIDEO PRO PLAN $699 / month

Includes AI Chat Plan + everything in AI Video Plus Plan.

Enjoy 2-hour daily video sessions
Speak conversationally with your Al agent
High-priority queue for urgent tasks
Available from your Firm Dashboard
Available for your clients too — Coming Soon

FAQs

Is there a free trial available for Taxaroo?

Yes, Taxaroo offers a 7-day free trial with no credit card required.

Can Taxaroo integrate with other apps and software?

Yes, Taxaroo integrates with over 7,000 apps through Zapier.

Does Taxaroo support IRS-compliant electronic signatures?

Yes, Taxaroo provides IRS-compliant eSignatures for tax documents.

How does Taxaroo help with client communications?

Taxaroo offers tools like text messaging, emails, video calls, and automated follow-ups to streamline client communications.

Is support available to help set up and use Taxaroo?

Yes, Taxaroo provides personalized onboarding sessions and dedicated support via chat, email, and video calls.

Still have questions? We're here to help!

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