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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.
Taxaroo offers valuable features like client portals and e-signatures, but some reviewers find it pricey. Consider the free trial to assess if its workflow automation and client management benefits justify the cost for your tax practice.
See the Taxaroo pricing page.
Taxaroo alternatives
FATCA & CRS Automation SoftwareBetter for financial institutions needing to comply with FATCA and CRS regulations. It has slower momentum compared to Taxaroo.Read more
KarbonBetter for team collaboration and workflow management. Has broader applicability for different sized businesses.Read more
Financial CentsBetter for firms of all sizes and a good fit for financial services. Workflow management, time tracking, and client tasks are additional functionalities. Users love its ease of use, customer support, and automated reminders, but dislike its pricing for multiple users, lack of email integration, and limited reporting.Read more
KeeperBetter for bookkeeping firms. Integrates with Xero and Quickbooks. Has a client portal accessible via mobile.Read more
GlideBetter for larger enterprises. Supports recurring tasks. No AI tax assistant. Taxaroo alternative; Taxaroo competitor.Read more
Taxaroo FAQ
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.
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.
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.
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.
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.
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.