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.  We go through:

  • 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 type of engagement (not just taxes!)

You can reach us on our website with the blue circle on the bottom right or email us anytime at info@taxaroo.com

Still need help? Contact Taxaroo Support Contact Taxaroo Support