Is Taxaroo a Document Management Tool

Document management is only part of what Taxaroo offers, and it provides many of the same features you get from those expensive stand-alone solutions.

• Online Client Organizers
• Secure Document Portal
• IRS Compliant Signatures
• Invoices and Payments
• Chat, Texting and Video
• Appointment Scheduling
• Import / Export Tools
• Complete White Labeling
• Performance Analytics
• Spanish Workflows
• Team Member Accounts
• Birthday Emails
• Automated Follow Ups
• Referral Program
• Mapped Portal Drive
• AI Assisted Answers (NEW)