The 12 Steps To Set Up your Portal

Follow these 12 steps to set up your Taxaroo account

If you'd like to get a full tour of our platform and all its features, schedule a demo with one of our accounts here or take a video tour.

Contents:

1. Complete your basic information
2. Schedule a one-on-one welcome call with our account specialist
3. Add your profile photo
4. Connect to Stripe
5. Setup Branding
6. Connect your calendar
7. Customize your own workflow
8. Add Team Members
9. Customize your client interviews
10. Do a test return
11. Import your clients
12. Send out templated email to clients explaining the platform

1. Complete your basic information

In this step, you will provide your essential details, such as your name, contact information, and business credentials. This information is crucial for setting up your account and ensuring proper identification within the Taxaroo platform.

2. Schedule a one-on-one welcome call with our account specialist

After completing Step 1, you'll have the option to schedule a personalized welcome call with one of Taxaroo's account specialists. They will guide you through the platform's features, answer any questions you may have, and offer assistance in optimizing your experience with Taxaroo.

Your one-on-one onboarding call will focus on helping you get to know the powerful features of using Taxaroo in your practice. Please be at a computer and have a copy of your logo handy and your clients exported on an excel file if possible. We look forward to talking with you!

3. Add your profile photo

Personalize your Taxaroo account by adding a profile photo. This step helps your clients recognize you easily and creates a more professional and engaging experience during client interactions.

4. Connect to Stripe

In Step 4, you will integrate your Taxaroo account with Stripe, a secure payment processing platform. Connecting to Stripe enables you to accept payments seamlessly from your clients, streamlining the invoicing and payment collection process.

Our platform is integrated with Stripe to process credit cards and securely manage your bank account. When a client pays an invoice, Stripe will process it directly into your bank account. This allows clients to pay easily and securely with credit cards. Taxaroo does not collect additional fees for payments. The payment fees are charged only by Stripe Inc. For details on stripe fees, please visit their website. You can view all payments in your www.stripe.com account. You also can configure a stripe account to receive emails when payments are successful. Please refer to Stripe documentation for additional information at: https://support.stripe.com/. For more information on how to set up Stripe, please visit here.

5. Setup Branding

Customize the branding elements of your Taxaroo account to represent your business's identity. You can add your logo, choose brand colors, and tailor the platform's appearance to match your firm's branding guidelines. Taxaroo offers Full White Labeling features. You can add your logo and branding to all client portals, invoices, and messages, including using your own domain name. You can fully customize the client experience. For more information on how to set up branding on your account, please visit here.

6. Connect your calendar

Sync your professional calendar (e.g., Google Calendar, Outlook) with Taxaroo. By doing so, you can efficiently manage your appointments, client meetings, and other important events within the platform, ensuring a well-organized schedule.

Taxaroo allows you to integrate your external calendar, allowing you to view meetings scheduled through your external calendar on your Taxaroo calendar. Follow these directions to connect your Calendar with Taxaroo. Login to your account and click on the settings module > select external calendar and enter your Google, iCloud, Outlook, etc., calendar to Synchronize with Taxaroo. For more information on how to connect your calendar to Taxaroo, please visit here.

7. Customize your own workflow

This step empowers you to create a personalized workflow that aligns with your specific business processes. Tailor Taxaroo's features to match your firm's unique requirements, ensuring a smooth and efficient workflow for you and your team. Workflows can be sent to clients by tax preparers. The Administrator needs to set the interview questions under the workflows module first. Taxaroo provides flexibility for firms to use the built-in workflows available in the platform or create their own workflows from scratch.

8. Add Team Members

If you are working with a team, you can invite other members to join your Taxaroo account. Assign roles and permissions to each team member to maintain control over access to sensitive information and collaborative functionalities. They need a valid email to access the platform.

9. Customize your client interviews

In this step, you can tailor the questions and interview process that your clients will go through while using Taxaroo. This customization allows you to collect the necessary information efficiently and ensures a seamless experience for your clients.

10. Do a test return

Once you have customized your workflow, tested video capability, connected your calendar, connected to Stripe, scheduled a one-on-one welcome call to try running a test return.

Create a client dummy account to do the testing. Please ensure that the test client should have an active email address.

11. Import your clients

In this step, you can import your existing client database into Taxaroo. Save time and effort by seamlessly transferring your clients' information and tax-related data to the platform. In Taxaroo, you can add clients manually directly into the platform or import clients directly from Drake, Pro Series, or CrossLink.

12. Send out templated email to clients explaining the platform

In the final step, you have the option to send pre-designed templated emails to your clients. These emails will explain the Taxaroo platform, its features, and how your clients can access and use it. This communication helps onboard your clients effectively and enhances their overall experience with the platform. Once you have finalized adding clients, you're all set and are ready to send out an email to your clients explaining how to use the client portal and how to log in.