Demo our Platform

We've recorded this quick 8-minute video to help you get started right away and begin saving 40 minutes per return. This video will cover the

  • How your clients sign up and collaborate with you
  • Managing income leads & team assignments with the Jobs Queue
  • Using our intelligent automation to know what actions you need to take (and which clients you can ignore!)
  • Invoicing through Taxaroo & Payment Lock
  • Getting electronic signatures & approvals
  • Driving insight through Analytics & Client Feedback
  • Creating Custom Jobs to support any engagement (not just taxes!)

You can reach us on our website with the blue circle on the bottom right or email us anytime at

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