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• Drake Tax Integration
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• How to Configure Notifications
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• 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
• Customize Appointment Colors
• Approve and Disapprove Appointment Request

• 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
• What is an Engagement
• Does Taxaroo Work With Signature Pads

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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

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• How to Add General Information
• How to Setup Client Invoicing
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• What is Stripe
• Purchase Credits
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• Team Member Statistics
• Firm Reviews
• How To View Analytics
• Firm Ratings
• How To Check Firm Statistics
• How To Select the Period

• 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