What I like about Taxaroo is it saves me a significant amount of time and ensure compliance with accurate information. The messaging hub enhances our communication and data privacy making our collaboration with our clients and team members seamless.

Taxaroo is an indispensable tool for any tax professional or firm aiming to enhance efficiency, improve client satisfaction, and achieve business growth. Its comprehensive features and user-friendly interface make it a standout choice in tax practice management software.

Excellent for virtual client tax organizers, and from the client's point of view, it shows where they are in the process (status tracking). This can be sent to clients via a link in your yearly emails or provided to them as needed. Also great for the tax preparer for workflow planning and assigning clients to different team members. The client portal & invoicing are a great addition as well for clients to be able to upload more info & pay for tax prep. It also includes e-signature capabilities which is also great.