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)
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.