AI TOOL PROFILE
Taxaroo: Tax and Accounting Practice Management Software
- Finance and Accounting
- Tax Software
- 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.
At a glance
- Best for
- Small tax practices, CPA firms, Bookkeeping businesses, Solo tax preparers
- Key use cases
- Client Document Collection, Tax Research, Appointment Coordination, Practice Growth
- Integrations
- Stripe
- Official website
- Visit taxaroo official website
How AI is used
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
Client Command Center
A centralized hub for managing client communications, document collection, and follow-ups.
AI Tax Assistant
An AI-powered chatbot designed to help users answer complex tax questions and conduct tax research.
IRS-Compliant eSignatures
Supports digital signatures for tax documents designed to meet IRS compliance standards.
Client Portal & Organizers
Provides clients with a secure login to manage their information and upload tax documents.
Automated Follow-ups
Sends automated reminders to clients to help collect missing documents and information.
Workflow Management
Supports assigning returns to team members and tracking the status of each tax return.
Use Cases
Client Document Collection
Using the client portal and automated follow-ups to support the collection of tax documents.
Tax Research
Using the AI Tax Assistant to find answers to complex tax questions.
Appointment Coordination
Managing client meetings through appointment scheduling, chat, text, and video calls.
Practice Growth
Using a referral program via unique client portal links and bulk texting for client updates.
Integrations
- Stripe
FAQ
What are the pricing options for Taxaroo?
- 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.
Does Taxaroo offer a free trial?
- Yes, Taxaroo provides a 7-day free trial that does not require a credit card to start.
Is Taxaroo compliant with IRS standards?
- Taxaroo is designed to be IRS-compliant, featuring IRS-compliant eSignatures and security measures that follow IRS-mandated guidelines.
How does the AI functionality work in Taxaroo?
- 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
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