Taxaroo is a tax-practice management platform that helps small firms collect information, communicate with clients, and manage return workflows.
– Bilingual organizers, client portals, document management, and IRS-compliant e-signatures centralize intake and sensitive files
– Workflow tracking, appointment scheduling, automated follow-ups, messaging, email, text, and video keep work and client communication moving
– Invoices, payments, marketing tools, performance analytics, and integrations support business operations around tax delivery
– An AI tax assistant helps teams answer client questions and conduct tax research within the broader platform
– Fits small tax, bookkeeping, accounting, and CPA firms seeking an integrated client command center and practice workflow.
