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• Drake Tax Integration
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• Client Did Not Receive An Appointment Email Confirmation
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• How To Schedule Appointments
• Create Appointment Types
• How To Connect External Calendars
• How To View Calendar
• Appointment Reminders
• Customize Appointment Colors
• Approve and Disapprove Appointment Request

• Send Text Message
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• 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
• What Are Special Sections
• How To Make a Workflow Live
• How To Rearrange Sections
• How To Turn Off Workflows
• How to Delete Sections
• How To Delete Workflows

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• Payment Lock
• 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
• How To Select the Period
• Firm Reviews
• How To View Analytics
• How To Check Firm Statistics
• Firm Ratings

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

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• How To Reset Your Password