How can we help you?

• Is Taxaroo a Document Management Tool
• Demo our Platform
• How to Contact Us
• 10 Steps to Setup Your Account
• Why Taxaroo
• Taxaroo Webinar Platform Tour
• Trial Taxaroo
• How to Purchase a Plan

• Drake Tax Integration
• How to Create Custom Domain
• How to Customize Branding
• Two-Factor Authentication
• How To Schedule Appointments
• Create Appointment Types
• How To View Calendar
• How to Configure Notifications
• How to Cancel My Subscription
• How To Connect External Calendars

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• How To Upload Firm Files

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

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

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

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• Schedule a meeting from messages
• How to send messages
• How to send attachments through messages

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

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