Taxaroo

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Taxaroo Evaluation Snapshot

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User RatingNot rated yet
Starting Price$79 / month
Free TrialAvailable
Free VersionNo
APINot specified
DeploymentCloud Hosted
HeadquartersUnited States
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Product Overview

Taxaroo Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Taxaroo

Taxaroo is a comprehensive tax practice management software designed to streamline the operations of tax professionals and accounting firms. With its userfriendly interface, Taxaroo allows users to manage client information, track engagements, and automate workflows efficiently. The software offers tools for document management, enabling users to store and organize client documents securely while facilitating easy access and collaboration. Taxaroo also includes powerful reporting features that provide insights into client activities, engagement performance, and revenue tracking, helping firms make informed business decisions. Additionally, the platform supports integration with popular accounting software, enhancing overall efficiency and reducing manual data entry. By implementing Taxaroo, accounting firms can improve client service, enhance operational efficiency, and ultimately drive business growth.
Company Taxaroo
Founded 2014
Headquarters United States
Employees NA

Support

Email Phone Chat Knowledge Base

Training

Live Online Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 2 languages available
English Spanish
Industries Served 1 industry available
Accounting
Category-Based Capabilities

Taxaroo Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Business Management Software 29 selected features Open category ↗
Performance Metrics Inventory Management Purchasing & Receiving Calendar Management Quotes/Estimates Contact Management Customizable Fields Employee Management Training Management Workflow Management Accounting Financial Management Marketing Automation Task Management Client Management Project Management Billing & Invoicing Third Party Integrations Access Controls/Permissions CRM Point of Sale (POS) Document Management Email Management Purchase Order Management Order Management Time & Expense Tracking Invoice Management Client Portal Artificial Intelligence
Accounting Practice Management Software 13 selected features Open category ↗
Staff Management Client Portal Client Management Workflow Management Document Management Due Date Tracking Billing & Invoicing Task Management Time Tracking Project Management For CPA Firms Approval Workflow Artificial Intelligence
Tax Practice Management Software 15 selected features Open category ↗
Client Management Tax Forms Document Management Tax Filing Reporting & Statistics Billing & Invoicing Status Tracking Approval Process Control Workflow Management ACH Payment Processing Client Portal Task Management Communication Management Time Tracking For Tax Practices
Pricing Information

Taxaroo Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Flat Rate
Preferred Currency USD ($)
Free Trial Available
Free Version NA
Payment Frequency Monthly Subscription
Monthly
$79 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

Taxaroo FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Taxaroo is a comprehensive tax practice management software designed to streamline the operations of tax professionals and accounting firms. With its userfriendly interface, Taxaroo allows users to manage client information, track engagements, and automate workflows efficiently. The software offers tools for document management, enabling users to store and organize client documents securely while facilitating easy access and collaboration. Taxaroo also includes powerful reporting features that provide insights into client activities, engagement performance, and revenue tracking, helping firms make informed business decisions. Additionally, the platform supports integration with popular accounting software, enhancing overall efficiency and reducing manual data entry. By implementing Taxaroo, accounting firms can improve client service, enhance operational efficiency, and ultimately drive business growth.

  • No, Taxaroo does not offer a free version.

  • Yes, Taxaroo offers a free trial.

  • No, Credit Card details are not required for the Taxaroo trial.

  • Taxaroo offers the following pricing plans & packages:

    Monthly

    $79 Per Month

  • Taxaroo supports the following payment frequencies:

    • Monthly Subscription

  • No, Taxaroo does not offer an API.

  • Taxaroo offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Taxaroo offers training with the following options:
    • Live Online , Webinar , Documentation

  • Taxaroo supports the following languages:
    • English , Spanish

  • Following are the typical users of the Taxaroo:
    • Self-Employed , Small-Business , Midsize-Business

  • Taxaroo supports the following deployment:
    • Cloud Hosted

  • Taxaroo supports the following devices and operating systems:
    • Web-Based
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