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• Is There a Taxaroo Mobile App
• Is Taxaroo a Document Management Tool
• Demo our Platform
• Does Taxaroo Work With Signature Pads
• What is Taxaroo
• Manage Leads
• What Does Taxaroo Cost
• Why Taxaroo
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• Client Portal
• Import Clients
• KBA
• Can I Export My Client or Jobs List
• Send Text Message
• Electronic signatures & Client Approvals
• What is an Engagement
• How to Add a Job
• Job Status Indicator
• Multiple Signatures

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• Drake Tax Integration
• How to Create Custom Domain
• How to Customize Branding
• How Pixels Work
• Payment Lock
• Two-Factor Authentication
• What is Stripe
• Unique Sign Up Link
• How to Add a Team Member
• How to Add General Information

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• Create appointment type
• How to schedule appointment
• How to view calendar

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

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

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