Taxaroo

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Description

Product Details

Tax practice management platform designed to easily manage the practice through performance analytics and management features.

Client Organizers – Now automated and simplified

Build custom organizers for every job type, from individual tax returns to corporate bookkeeping engagements. Taxaroo automates how information is gathered.

  • Customizable for any engagement (tax, bookkeeping, consulting, etc.)
  • Pre-built client organizers included

Secure Document Portal

Integrated document portal allows you to share and collaborate with your clients.

  • Bank-grade 256-bit AES encryption
  • Support for any document type
  • Mobile-friendly upload

IRS-compliant electronic signatures

Leverage powerful e-signature functionality, compliant with IRS Publication 1345.

IRS E-signature Standards

  • Sign with your finger on a mobile device
  • Sign over the web on any PC
  • Sign via signature pad in-office

Professional invoicing & electronic payments

Send professional electronic invoices and receive payments directly to your bank account. Taxaroo also protects your work by requiring payment before a client is able to view their return.

  • Support both credit and debit card payments
  • Protect your work
  • Transaction fees start at 2.9%*

Built to scale as your team grows

Effectively manage firms of all sizes, with integrated team workflows.

  • Unlimited team size
  • Enables preparer and reviewer signoff

Performance Analytics

Track how your business and team are performing with analytics on revenue, work in progress, and client feedback.

  • Revenue and WIP dashboards
  • Individual and team tracking
  • Get reviews and feedback discreetly from clients

 

 

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