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• Why Taxaroo
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• Trial Taxaroo

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

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

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

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• What Are Workflows / Interviews
• How To Add a New Workflow
• How To Make a Workflow Live
• What Are Special Sections
• How To Turn Off Workflows
• How To Delete Workflows / Interviews
• How to Delete Sections

• Two-Factor Authentication
• How Pixels Work
• How to Edit Firm Information
• Unique Sign Up Link
• How to Setup Client Invoicing
• Payment Lock
• What is Stripe
• Add Profile Photo
• How to Change My Password

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

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

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