Taxaroo
Practice management software for tax and accounting firms
Taxaroo is a practice management platform for small tax, bookkeeping, accounting, and CPA firms. It centralizes client data collection, a client portal, eSignatures, workflows, document management, messaging (text, video, email), appointment scheduling, automated follow-ups, invoicing and payments, and an AI assistant for answering tax questions and research.
Key features include the Client Organizer, IRS-compliant eSignatures, workflows, document management, a client portal, invoices and payments, appointment scheduling, chat/text/video calls, automated follow-ups, and the Taxaroo AI tax assistant. It integrates with over 7,000 apps and supports English and Spanish. Security features include SSL/TLS encryption, 256-bit AES cloud storage, multi-factor authentication, IRS compliance, and Stripe-based payments.
Taxaroo is built for small tax and accounting practices. It is available as a Starter plan for one user, a Professional plan for small teams (annual or two-year subscriptions, including two users), and separate AI Chat, AI Video Plus, and AI Video Pro plans. Additional users, video call minutes, and Enhanced Knowledge Based Authentication are available as add-ons. A 7-day free trial is offered, and premium support with onboarding is included with annual plans.
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