Taxaroo: Tax and Accounting Practice Management Software
Taxaroo helps small tax and accounting firms manage client communications and document collection. It is designed for practices looking to centralize workflows and utilize AI for tax research.
At a glance
- Category
- Finance & Accounting
- Best for
- Small tax practices, CPA firms, Bookkeeping businesses, Solo tax preparers
- Pricing
- Starter Plan is $99/month for one user. Professional Plan is $790/year for two users. Additional AI-specific plans and user seats are available for extra fees.
- Key use cases
- Client Document Collection, Tax Research, Appointment Coordination, Practice Growth
- Integrations
- Stripe
- Official website
- taxaroo.com
Taxaroo is a practice management tool designed for small tax practices, CPAs, and bookkeeping firms. It provides a centralized hub to handle appointment scheduling, document collection, and client communication.
The software supports firm owners in managing tax seasons by automating follow-ups and providing a secure portal for clients to upload sensitive data. It includes AI tools intended to assist with complex tax questions and research.
Buyers should confirm whether they require basic practice management or the additional AI video and chat plans, as these are separate from the core subscription. It is also recommended to verify if the provided eSignature and payment tools meet specific regional firm requirements.
Key Features
A centralized hub for managing client communications, document collection, and follow-ups.
An AI-powered chatbot designed to help users answer complex tax questions and conduct tax research.
Supports digital signatures for tax documents designed to meet IRS compliance standards.
Provides clients with a secure login to manage their information and upload tax documents.
Sends automated reminders to clients to help collect missing documents and information.
Supports assigning returns to team members and tracking the status of each tax return.
Use Cases
Using the client portal and automated follow-ups to support the collection of tax documents.
Using the AI Tax Assistant to find answers to complex tax questions.
Managing client meetings through appointment scheduling, chat, text, and video calls.
Using a referral program via unique client portal links and bulk texting for client updates.
Best For
Integrations
Pricing
Starter Plan is $99/month for one user. Professional Plan is $790/year for two users. Additional AI-specific plans and user seats are available for extra fees.
FAQ
Taxaroo offers a Starter Plan at $99/month for one user and a Professional annual plan at $790/year which includes two users. Additional AI plans and user seats are available for extra costs.
Yes, Taxaroo provides a 7-day free trial that does not require a credit card to start.
Taxaroo is designed to be IRS-compliant, featuring IRS-compliant eSignatures and security measures that follow IRS-mandated guidelines.
Taxaroo includes an AI Tax Assistant for answering complex tax questions and conducting research, with tiered plans available for text-based chat and video-based AI interactions.
Source category: Finance & Accounting
Source subcategory: Tax Software
