Taxaroo is a secure platform that allows you automate your end to end tax workflow, and save 47 minutes per tax return.
Also, your clients will love it as they can work with you in and out of the office.
Here are some of the awesome features Taxaroo gives you:
- Use custom or pre-built client organizers for faster and more efficient information collection.
- Collect, manage, store, and share your documents using world-class encryption.
- Stay out of IRS trouble with our Basic or Enhanced Knowledge Based Authentication.
- Easily send invoices and accept credit cards and ACH with built-in payments.
- Organize and manage ALL of your client communications in one place.
- Let clients schedule appointments on your calendar with auto-reminders.
- Eliminate redundant data entry by importing and exporting to tax software.
- Your logo, business name and domain on all client-facing portals and messages.
- Monitor your revenue growth, team performance, and gather client reviews.
- Offer your portal and communications to your clients in English or Spanish, or both.
- Build and manage your team of tax professionals and accountants to any size.
- Automatically send all or some of your clients a Happy Birthday email each year.
- Stop chasing down documents and automatically send out reminders for missing items.
- Each client is assigned a unique referral link to track referrals by sharing their link.
- Save or view the documents in your cloud dashboard right from your desktop or laptop.
- Built-in research in your dashboard while simultaneously answering client questions.
What's better than that? Taxaroo is not just for tax returns. We offer fully customizable templates, so you can handle every type of engagement.