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Taxaroo

Taxaroo is a cloud-based tax practice management tool that streamlines operations for tax professionals. It offers features like customizable client organizers, secure document management, IRS-compliant e-signatures, and integrated invoicing. The platform also includes a client communications hub and workflow management tools, enhancing efficiency and client satisfaction.

4.0

Software Info

Pricing

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Taxaroo Overview

Taxaroo is a cloud-based tax practice management platform designed to streamline operations for tax professionals and accounting firms. It offers a comprehensive suite of tools, including customizable client organizers, a secure document portal, IRS-compliant electronic signatures, and integrated invoicing and payments. The platform also features a client communications hub supporting video calls, SMS, and chat, as well as workflow management capabilities. By automating end-to-end tax workflows, Taxaroo helps firms save time—up to 47 minutes per tax return—enhance client satisfaction, and increase profitability.

Features

Customizable Client Organizers

Secure Document Portal

IRS-Compliant Electronic Signatures

Integrated Invoicing and Payments

Taxaroo Pricing Overview

Taxaroo Score

Smyte Score

4.0 Number of Reviews 27

Smyte Score

The Smyte Score is a weighted average from leading review sites across the web.

100+ reviews for Software Name

Pros

Efficiency Improvement:
Users appreciate that Taxaroo saves significant time and ensures compliance with accurate information.

Client Communication:
The messaging hub enhances communication and data privacy, making collaboration with clients and team members seamless.

Client Management:
Taxaroo provides a streamlined, secure, and personalized experience for clients, transforming tax preparation into a breeze.

Cons

Customer Service Issues:
Some users have reported delays in customer service responses, impacting their experience.

Software Bugs:
Users have encountered issues such as software freezing and difficulties in navigation, which hinder workflow.

Pricing Concerns:
Some users feel that the pricing is higher compared to competitors, considering the features offered.

** Smyte uses AI to analyze online reviews, extracting key pros and cons by identifying patterns and summarizing customer feedback into actionable insights.

FAQs

1. Does Taxaroo offer a free trial?

Yes, Taxaroo offers a 7-day free trial that allows you to fully explore and experience its features and benefits.

2. Can I switch between the monthly and yearly plans?

Yes, you can switch between the monthly and yearly plans at any time. Switching from a monthly to a yearly plan provides two months free.

3. What payment methods does Taxaroo accept?

Taxaroo accepts all major credit cards, including Visa, Mastercard, American Express, and Discover.

4. Is there a free trial available for Taxaroo?

Yes, Taxaroo offers a 7-day free trial that allows you to fully explore and experience its features and benefits.

5. How does the cancellation policy work?

You can cancel your Taxaroo subscription at any time. If you cancel, your subscription will end at the current billing cycle’s conclusion, and you won’t be charged for the following period.

Taxaroo

4.0

Software Info

Pricing

Score

Alternatives

Taxaroo Overview

Software Details

Features

Taxaroo Pricing Overview

Taxaroo Score

Smyte Score

4.0

Number of Reviews 27

Smyte Score

100+ reviews for Software Name

Pros

Cons

FAQs

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