Taxaroo

Taxaroo is a modern virtual tax practice management software designed specifically for tax professionals. It emphasizes simplicity, exceptional customer service, and intuitive AI features that streamline various processes for tax practices.
With functionalities such as a Client Command Center, appointment scheduling, document management, and IRS-compliant eSignatures, Taxaroo aims to enhance productivity and improve client communication. The platform is built on 22 years of industry experience, led by CEO Mario Costanz, who has a background in successfully running tax offices and virtual franchises. Taxaroo has received high ratings from users, highlighting its effectiveness in managing tax operations and enabling firms to grow their businesses.
Taxaroo supports automated follow-ups and integrates communication tools like chat and video calls, ensuring smooth interactions with clients. The platform is not only user-friendly but also compatible with various applications, allowing tax professionals to manage their operations more efficiently. Users report significant time savings, enabling them to handle a larger volume of tax returns with fewer resources. Trusted by over 4,000 tax professionals, Taxaroo provides a 7-day free trial and a money-back guarantee, making it a trusted choice for modern tax practices.