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• How to Contact Us
• Is Taxaroo a Document Management Tool
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• Why Taxaroo
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• How to Purchase a Plan

• Drake Tax Integration
• How to Create Custom Domain
• Two-Factor Authentication
• How to Customize Branding
• How to Cancel My Subscription
• How to Configure Notifications
• Purchase Enhanced KBA
• Client Did Not Receive An Appointment Email Confirmation
• Add More Team Members
• Client Did Not Receive a Message Notification

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• How To Schedule Appointments
• Create Appointment Types
• How To Connect External Calendars
• How To View Calendar
• Appointment Reminders
• Approve and Disapprove Appointment Request
• Customize Appointment Colors

• Send Text Message
• Client Portal
• Is There a Taxaroo Mobile App
• Import Clients
• Electronic Signatures & Client Approvals
• Can I Export My Client or Jobs List
• KBA
• How To Upload Firm Files
• Does Taxaroo Work With Signature Pads
• What is an Engagement

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• What Are Workflows
• How To Add a New Workflow
• How Translations Work
• How To Make a Workflow Live
• What Are Special Sections
• How To Rearrange Sections
• How To Turn Off Workflows
• How to Delete Sections
• How To Delete Workflows

• Two-Factor Authentication
• Payment Lock
• Unique Sign Up Link
• How Pixels Work
• How to Setup Client Invoicing
• How to Add General Information
• Enable Optional Features
• What is Stripe
• Purchase Credits
• Add Profile Photo

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• Team Member Statistics
• Firm Reviews
• How To Check Firm Statistics
• How To View Analytics
• How To Select the Period
• Firm Ratings

• How to Send Messages
• Schedule a Meeting from Messages
• How to Send Attachments through Messages

• Sign In to your Account
• How To Reset Your Password