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Taxaroo description
Taxaroo is a cloud-based software designed for tax and accounting professionals in the USA. It helps manage client communication and streamline workflows within small to midsize firms. Taxaroo offers features like client portals for document sharing, appointment scheduling, automated reminders, e-signatures, and billing. It stands out with its AI-powered assistant that helps answer complex tax questions, potentially saving time on research. Taxaroo also consolidates functionalities that often require multiple software solutions.
Who is Taxaroo best for
Taxaroo is a cloud-based software designed for tax and accounting professionals in the USA. It streamlines workflows for small to midsize firms with features like client portals, appointment scheduling, automated reminders, e-signatures, and billing. A standout feature is its AI-powered assistant that helps answer complex tax questions, potentially saving valuable research time.
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Best fit for small to mid-sized accounting firms.
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Ideal for tax and accounting professionals in the USA.
Taxaroo features
Supported Taxaroo offers automated email meeting reminders but not SMS reminders. |
Supported Taxaroo supports billing and payments via Stripe integration. |
Supported Taxaroo offers a secure client portal for accessing documents and information. |
Supported Taxaroo supports electronic signatures for clients through its platform. |
Supported Taxaroo supports uploading, storing, and managing client documents. |
Supported Taxaroo supports appointment scheduling, allowing clients to book online. |
Taxaroo pricing
The commentary is based on 1 reviews from Taxaroo G2 reviews.
All plans include premium support, appointment scheduling, chat, text & video calls, automated follow ups, AI tax assistant, client organizer, document management, workflows, IRS compliant eSignatures, client portal, invoices & payments, and marketing tools.
See the Taxaroo pricing page.
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Taxaroo has a free trial.
Includes premium support, appointment scheduling, chat, text & video calls, automated follow ups, AI tax assistant, client organizer, document management, workflows, IRS compliant eSignatures, client portal, invoices & payments, and marketing tools. Perfect for folks just getting started.
Includes premium support, appointment scheduling, chat, text & video calls, automated follow ups, AI tax assistant, client organizer, document management, workflows, IRS compliant eSignatures, client portal, invoices & payments, and marketing tools. For small teams.
Includes premium support, appointment scheduling, chat, text & video calls, automated follow ups, AI tax assistant, client organizer, document management, workflows, IRS compliant eSignatures, client portal, invoices & payments, and marketing tools. For established firms.
Al-powered chat for instant tax answers. Unlimited text-based queries. Quick task completion via chat interaction. Available from your Firm Dashboard.
Includes AI Chat Plan. Includes 1-hour daily video session. Speak conversationally with your Al agent. Quick task completion via video interaction. Available from your Firm Dashboard.
Includes AI Chat Plan + everything in AI Video Plus Plan. Enjoy 2-hour daily video sessions. Speak conversationally with your Al agent. High-priority queue for urgent tasks. Available from your Firm Dashboard. Available for your clients too — Coming Soon.
Taxaroo alternatives
FATCA & CRS Automation SoftwareStreamlines tax reporting, ensuring compliance with global regulations.Read more
Financial CentsAccounting practice management: Streamlined workflows, automated tasks, scaled growth.Read more
Taxaroo FAQ
Taxaroo is cloud-based software for tax and accounting professionals in the USA. It streamlines workflows and client communication for small to midsize firms. It features client portals, appointment scheduling, automated reminders, e-signatures, billing, and an AI-powered assistant for complex tax questions. Taxaroo consolidates features often requiring multiple software solutions.
What is Taxaroo and what does Taxaroo do?
Taxaroo is cloud-based software for tax and accounting professionals in the USA. It streamlines workflows and client communication for small to midsize firms. It features client portals, appointment scheduling, automated reminders, e-signatures, billing, and an AI-powered assistant for complex tax questions. Taxaroo consolidates features often requiring multiple software solutions.
Taxaroo integrates with Stripe for billing and payment processing. It also offers a client portal for document sharing and e-signatures, streamlining communication and workflows. Further integration details are limited.
How does Taxaroo integrate with other tools?
Taxaroo integrates with Stripe for billing and payment processing. It also offers a client portal for document sharing and e-signatures, streamlining communication and workflows. Further integration details are limited.
Top Taxaroo alternatives include Karbon, Financial Cents, Seqwens, Keeper, TaxDome, and Glide. These competitors offer similar features such as client portals, workflow automation, and billing functionalities for tax and accounting professionals.
What the main competitors of Taxaroo?
Top Taxaroo alternatives include Karbon, Financial Cents, Seqwens, Keeper, TaxDome, and Glide. These competitors offer similar features such as client portals, workflow automation, and billing functionalities for tax and accounting professionals.
Yes, Taxaroo is a legitimate cloud-based tax software. It's designed for small to mid-sized US tax and accounting firms to manage client communication and streamline workflows. Features include client portals, automated reminders, and an AI-powered assistant for tax questions. G2 gives Taxaroo 4.8/5 stars based on 3 reviews.
Is Taxaroo legit?
Yes, Taxaroo is a legitimate cloud-based tax software. It's designed for small to mid-sized US tax and accounting firms to manage client communication and streamline workflows. Features include client portals, automated reminders, and an AI-powered assistant for tax questions. G2 gives Taxaroo 4.8/5 stars based on 3 reviews.
I couldn't find pricing details for Taxaroo. For the most current information on product pricing and whether it's worth the investment, visit Taxaroo's website or contact their sales team.
How much does Taxaroo cost?
I couldn't find pricing details for Taxaroo. For the most current information on product pricing and whether it's worth the investment, visit Taxaroo's website or contact their sales team.
There is no information available about Taxaroo's customer service.
Is Taxaroo customer service good?
There is no information available about Taxaroo's customer service.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.