10 Steps to Setup Your Account
• By the end of step 10: Your team will be smiling and at their most productive.
The 10 steps to set up success
Step 2: Connecting Stripe
Step 3: Setup branding
Step 4: Connect calendar
Step 5: Add team members.
Step 6: Test video capability
Step 7: Customize your own workflow.
Step 8: Do a test return
Step 9: Import Clients
Step10: Send out a templated email to clients explaining the platform
Take 10-20 minutes on each stepper day to get set up in a week, or be an overachiever and knock through all of them in a couple of hours.
Step 1: Schedule a one-on-one welcome call
If you plan on setting up a multiple location firm, please contact us directly so we can assist further 855.573.1040
Step 2: Connecting Stripe
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.
Step 3: Setup branding
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.
Step 4: Connect calendar
Here are directions on how to create an appointment type:
Step 2: Click on the Appointments type tab.
Step 3: Click on the New Appointments type button.
Step 4: Enter the client's name, description, color, duration, time availability, etc. Step 5: Click Save when finished
Step 7: Customize your own workflow.
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.
Step 1: Go to
https://app.taxaroo.com/login and login into your account
Step 2: Select the workflows module.
Step 2: Select the workflows module.