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)