Unique Sign Up Link

Taxaroo offers a unique signup link feature, which allows clients to directly register with your firm. This feature also provides you with the flexibility to automatically assign jobs to specific preparers.

There are two types of unique signup links:

  1. Firm Link: For example, www.taxaroo.com/invite/yourfirmnameWhen clients sign up using the firm's link, they are added to the Jobs Queue and require assignment.
  2. Personal Link: For example, www.taxaroo.com/invite/yourfirmname/taxproWhen clients sign up through a team member's personal link, they will be automatically assigned to that specific team member.

This feature streamlines the signup process and ensures efficient job assignment within your firm.