How can we help you?

• What is Taxaroo
• Demo our Platform
• Is There a Taxaroo Mobile App
• Does Taxaroo Work With Signature Pads
• Why Taxaroo
• Is Taxaroo a Document Management Tool
• Manage Leads
• How Do I Sign Up
• Is My Information Secure
• What Does Taxaroo Cost

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• Client Portal
• KBA
• How to Add a Job
• What is an Engagement
• Send Text Message
• Job Status Indicator
• Multiple Signatures
• Can I Export My Client or Jobs List
• Import Clients
• How Do I Mark a Job Complete

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• How Pixels Work
• How do I Customize Branding?
• Drake Tax Integration
• What is Stripe
• Unique Sign Up Link
• How to Add a Team Member
• How to Customize Branding
• Payment Lock
• Two-Factor Authentication
• How to Change My Password

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

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