Über Taxaroo

Tax practice management platform designed to save time, make more money and improve quality of life for firm members and clients.

Erfahre mehr über Taxaroo

Vorteile:

I love that it integrates with Drake, has KBA signatures, and invoicing.

Nachteile:

Parts of the organizer are not editable, which always drove me nuts.

Bewertungen zu Taxaroo

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,3
Kundenservice
4,0
Funktionen
3,9
Preis-Leistungs-Verhältnis
4,0

Weiterempfehlungsquote

6,7/10

Taxaroo hat eine Gesamtbewertung von 4 von 5 Sternen basierend auf 23 Nutzerbewertungen auf Capterra.

Nutzerbewertungen filtern (23)

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Nutzerbewertungen filtern (23)

Brandon
Brandon
President in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

I am blessed that my Firm came across Taxaroo. Saved me days of turnaround time

5,0 vor 5 Jahren

Kommentare: Tax information in one location. No need to search files or drives anymore.

Vorteile:

The Pros is that now all my tax clients have their own login to get their past tax information. No need to call us for a copy.

Nachteile:

Not too many cons at all. I believe when the app comes in the future people will be able to have timerer information

Dane
CEO in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Taxaroo used to be Awesome

4,0 vor 2 Jahren

Kommentare: Again, Taxaroo WAS a great product and still has the potential to be a great product and tax client portal for many tax firms. But, unfortunately, technical support and development/support is virtually nonexistent due to its purchase by Happy Tax.

Vorteile:

Taxaroo makes taking your tax preparation firm virtual a very simple, straightforward experience. Clients can sign themselves up or you can sign them up with just their email address, and they are presented with a digital organizer immediately upon signup. After that, they upload their tax documents. You as the tax pro get all of that information from your side of the portal easily, then can bill the client and have them electronically sign their returns, all in one spot. The digital organizers are even editable. The pricing is also great - I did the $12 per engagement plan, so each client each year is just $12. Beats the heck out of other portals that are priced monthly or yearly.

Nachteile:

The software has lacked development in the past few years - it has a lot of potential but doesn't get a lot of attention paid to it. I recently found out it was sold in 2018 from the original development team to another developer, who still cared about what features its users wanted to see and wanted to help implement them. I even sent him a huge email with what I would like to see. Then, sometime in 2019, Taxaroo was purchased by tax preparation franchise Happy Tax, and they dedicate virtually no time to it whatsoever. Technical support is all but nonexistent and nothing is in development at this point. Myself and other tax accountants that use it are worried that it may be taken off the market altogether, since Happy Tax probably wants to make it a proprietary product used only by their franchisees. It's a huge shame, because the software had (and has) tons of potential. Some of the other cons of the software: no messaging system, so if you need something from a client, you have to resort to emailing them, which is not secure. Parts of the organizer are not editable, which always drove me nuts. And the biggest problem of them all: Taxaroo, even to this day on its website, touts that its electronic signatures on tax returns are KBA-compliant (other tax accountants should know what I mean by this) - but they are not! Their electronic signature experience is not "real" KBA - it is just the client entering their own personal info, and that's not real KBA! Huge misinformation.

Antwort von Taxaroo

vor 5 Monaten

Hi Dane, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. That being said, there are no plans of making this a proprietary product in the foreseeable future and we have made some considerable updates to the platform including the addition of 14 new features in the past year alone! Just so you know, we now offer a full secure messaging portal that includes bulk text messaging, video calling, and email/chat, fully customizable client organizers, and the option to select between no KBA (for internal documents like engagement letters), standard KBA, or even enhanced KBA. No pressure either way, but we would love to reconnect and discuss further with you if you're open to it? Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

James
CO-OWNER in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Too many Sudden Changes

3,0 vor 2 Jahren

Kommentare: We are in the process of moving forward with another company at this point.

Vorteile:

I loved the client interviews and the customization. The fact that I could have document uploads and e-signatures all in the same place was very beneficial. It was super easy to deploy for our practice. It was easy to maintain and use so we did not require a lot of training. They have a good knowledge base. The financial reporting was great also.

Nachteile:

We had a few hiccups and bugs here and there but it was great overall until they switched management companies. They changed the website and it presented a ton of IT bugs for me and my clients. That posed a problem since the tax season was not over yet and we were still working to get extended clients wrapped up. We received multiple complaints about bugs and we had multiple ourselves. They changed the pricing model. After using their per engagement plan, and paying over $1K, they switched without even warning me. I logged in and just happened to check the new changes and features and saw I was about to be billed $99 per month. I complained and they cut me a deal on the annual plan for me and my staff but it was a little too late. More bugs with downloading files from my clients to our computers. The new features promised were tested by me and did not even work. If I'm expected to renew it should be at the beginning of the season.

Antwort von Taxaroo

vor 5 Monaten

Hi James, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. We have since fixed most if not all of the bugs described and all of our features are working properly. Are you still experiencing any issues? if I'm not mistaken, we have been in contact regularly over the past couple of months, but please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Tristan
Owner in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Taxaroo is the best

5,0 vor 3 Monaten

Kommentare: One of my tax preparers recommended taxaroo as she was talking about what she felt made a difference in her business during a one on one. I tried it and feel in love with how organized it keep me and allowed me to steam line my businesss.

Vorteile:

How easy it is to give your clients a secure place to upload documents

Nachteile:

Some of the tech issues at times. So I have to log out and back in

Sally
Owner in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

The best practical professional portal out there!

5,0 vor 5 Monaten

Kommentare: Would not use anything else and I have tried others only to be dissappointed

Vorteile:

Ease of use Easy to keep up with work flow Customer support is awesome Robust

Nachteile:

I personally have had a little trouble tweaking some of the interview questions for clients

Antwort von Taxaroo

vor 5 Monaten

Hi Sally, Thank you for the valuable feedback. It's very important to us that we provide the best customer experience possible. Please don't hesitate to schedule a call or video chat with us if you need help with the interview questions for your clients. Alternatively, you can also reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Gina
Owner in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Love Taxaroo!

5,0 vor 5 Monaten

Kommentare: It helps us know where the jobs are in our workflow and move them to each team member so they can keep track as well.

Vorteile:

I have been using Taxaroo for about 3 months now with my tax practice and I really love it! It allowed me to get rid of two different subscriptions I was paying for so far and reduced my overall yearly cost. With the features, cost reduction and their great support, it's been well worth the switch.

Nachteile:

The job status' need to be reflected on the side or in a place where you can see how many you have in each status at a glance. We have a lot of status' and it extends beyond the top bar so it makes it less useful to see where I am with all the returns at a glance like I used to be able to in ATOM. Also, it would be nice that when you log in you only see what is assigned to you with the option for admin users to click a switch or a drop down to see all users assignments instead of having to sort on the tax preparer name. Definitely need to have client contact records that are static and not dependent upon adding a job so birthdates and spouses and even links to businesses can be done. Referral box to select the client referral or track if new clients come from google, etc.

Antwort von Taxaroo

vor 5 Monaten

Hi Gina, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Candace
President in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Horrific Customer Service

3,0 vor 2 Jahren

Kommentare: Could be so awesome, but the glitches and lack of customer service is terrible.

Vorteile:

I love that it integrates with Drake, has KBA signatures, and invoicing.

Nachteile:

Customer service is TERRIBLE. There were many times I would send a tax return for signature to a client and the client would get an error message. Or worse, after the client signs the tax return disappears. This is obviously a huge problem and customer service was zero help.

Antwort von Taxaroo

vor 5 Monaten

Hi Candace, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. That being said, I apologize that we fell short of your expectations last tax season. We have since fixed most if not all of the bugs you described and restructured internally to ensure we are consistently providing the best customer service possible. Would you be open to discussing further? Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Christy
Business owner in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great product

5,0 vor 5 Monaten

Kommentare: I love it! It has brought my business into the current level of technology. It has also allowed my clients a professional look and experience when I send them the link.

Vorteile:

The program is user friendly and it doesn’t take much training to use. The initial setup was also easy.

Nachteile:

Since I used this last year, I don’t like how i have to add a new status for previous clients in order for them to upload there information for the current year.

Antwort von Taxaroo

vor 5 Monaten

Hi Christy, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Richelle
Owner in USA
Buchhaltung, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Taxaroo Has Some Room For Improvement

3,0 vor 12 Monaten

Kommentare: I really tried hard to work with them and make the most of this software. I truly did hope that it went well.

Vorteile:

I liked the Drake integration. I liked that it worked in the cloud.

Nachteile:

It was glitchy, clunky, and overall worked poorly.

Antwort von Taxaroo

vor 5 Monaten

Hi Richelle, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. That being said, we have undergone some internal restructuring and fixed many if not all of the bugs that our users were experiencing last year, which is enabling us to provide a much smoother experience. Are you still experiencing any issues or do you need help with anything? Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Luis
Accountant in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Mess

2,0 vor 2 Jahren

Kommentare: I started using the software because it provides a tool to manage the tax practice. However, I had some concerns with the application and communicated to developers but nothing happened. For example, you do not have a tool to communicate to clients if you need additional information from them. You have to exit from the program to start writing in your yahoo, Gmail, or your favorite mail account. This program does not support emailing to clients.

Vorteile:

The software is easy to use and intuitive

Nachteile:

The signature feature is very difficult to use and not always works

Tracy
Owner in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Fumble and Bumble

5,0 vor 5 Monaten

Vorteile:

This software was very easy to set up all of the features were like the big box Tax Offices. I'm just a small virtual business and I have been fumbling and bumbling along for a while now and I needed to step up my game. I came across Taxaroo and fell in love. I was now able or organize my office, my staff and make a more professional office for the tax season. I could maintain track of my clients in one place while extending the capabilities of my tax team. Thank you no more fumbling and bumbling around we are a class act thanks Taxaroo!

Nachteile:

Nothing it is worth every penny I spent. I really needed the assistance, I did not know how bad it really was until I started to use this software and saw what I was missing and now what I was actually able to do with this awesome software.

Antwort von Taxaroo

vor 5 Monaten

Hi Tracy, thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Alexis
Tax Preparer in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Virtual Business with Taxaroo

5,0 vor 5 Monaten

Kommentare: It has been a great experience.

Vorteile:

It's perfect at compiling all of my clients information into one secure portal.

Nachteile:

Nothing yet I've only used it for this tax season.

Antwort von Taxaroo

vor 5 Monaten

Hi Alexis, Thank you for the valuable feedback. It's very important to us that we provide the best customer experience possible. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Aneka
Owner in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Help me to really streamline!

5,0 vor 2 Jahren

Kommentare: Love!! For the price and the customization as well as the signature feature that they added. It was amazing having this service

Vorteile:

I love the templates that already exist with the tax organizers. The ease of creating and even customizing my own template is awesome!

Nachteile:

They lack the integration of gmail and other apps that I use frequently with my clients

Antwort von Taxaroo

vor 5 Monaten

Hi Aneka, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. We now integrate with g-suite for calendar and scheduling. Let us know if you need any help setting that up! Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Lizeth
Tax professional in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Amazing CRM

5,0 vor 5 Monaten

Kommentare: Love the convenience of having my customers files and E-signatures all in one place.

Vorteile:

I love their secure portal, fully customizable tax organizers, and drake integration!

Nachteile:

Not really any cons at this moment only been using for 3 months

Antwort von Taxaroo

vor 5 Monaten

Hi Lizeth, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Fatima
Owner/Operator in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Horrible Bugs All Season LONG

2,0 letztes Jahr

Vorteile:

I love the client interview and ability for e signature

Nachteile:

ALL the bugs. has literally been a huge pain and inconvience

Antwort von Taxaroo

vor 5 Monaten

Hi Fatima, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. We apologize that it sounds like you had a less than ideal experience with Taxaroo in the past, but we have since fixed most if not all of the bugs our users were experiencing last tax season. Are you still experiencing any issues? Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Manuel
Optometry in Puerto Rico
Medizinische Praxis, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Reliable, but not so friendly

3,0 vor 2 Jahren

Vorteile:

I think this product is reliable with a reasonable cost.

Nachteile:

It was a little bit difficult to learn; and found it somewhat unfriendly.

Antwort von Taxaroo

vor 5 Monaten

Hi Manuel, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. Do you have some time this or next week for a free video onboarding call? I would be happy to walk you through the platform and answer any questions you may have so that we can provide a more user-friendly experience for you. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Tashima
CEO in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Decent product

4,0 vor 2 Jahren

Vorteile:

I think the product is great for already having the profiled questions.

Nachteile:

I do not think it was worth the money at all.

Antwort von Taxaroo

vor 5 Monaten

Hi Tashima, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. We're sorry that we seem to have fallen short of your expectations and would like to try to fix that. No pressure either way, but would you be open to discussing further? Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Angelina
CEO & Founder in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

New Us for 2021

5,0 vor 2 Jahren

Vorteile:

Streamlines my process. My 1st year we had too many manual processes, now the clients can create the accounts from the website easily from smartphone or computer. Client in-take calls are shorter and the software helps us save time.

Nachteile:

No app. Our tax software does have an app, but would be nice to integrate with our software.

Antwort von Taxaroo

vor 5 Monaten

Hi Angelina, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. We don't have an app because we offer a fully white labeled solution. In fact the only time a client will ever see Taxaroo is if they forget their password since we do take care of that for you. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

JASMINE
Tax Preparer in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

What customer support?

1,0 vor 3 Jahren

Kommentare: I was very excited to use Taxaroo for my tax business because of all the functions it offered in one place. However, once i began using it I encountered an issue with the signature function. When clients signed on their phone, it did not reflect the signature once i received it. I had reached out to customer service multiple times with no reply back whatsoever . You can only chat with support and it tells you that they typically respond within a few hours. Days would pass with no reply, though that chat showed that someone had "seen" my message. Very unprofessional and uncaring.

Vorteile:

It is supposed to consolidate multiple functions I need for my business into one system which would be great. Gave the clients and easy to use portal.

Nachteile:

The signature function would not work. Wish they had a mobile app

Sharice
Owner in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Works well

5,0 vor 5 Monaten

Vorteile:

This software helps me complete every aspect of my business seamlessly

Nachteile:

There were no cons that presented themselves

Antwort von Taxaroo

vor 5 Monaten

Hi Sharice, Thank you for the valuable feedback. It's very important to us that we provide the best customer experience possible. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Maria
Owner in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Excellent!

5,0 vor 5 Monaten

Vorteile:

I love this software! I love how it integrates everything.

Nachteile:

Some things it doesn’t include like faxing or customizing

Antwort von Taxaroo

vor 5 Monaten

Hi Maria, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Amanda
EA in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Customer service is non-existent and too many glitches

2,0 vor 2 Jahren

Vorteile:

KBA option was nice. Year allocations were nice.

Nachteile:

When you have an issue, the only customer service option is chat and that takes anywhere from a couple hours to several days to get a response. clients would upload documents- they could see them, we could not. Taxaroo not willing to have an actual conversation to fix any of the issues we were having.

Antwort von Taxaroo

vor 5 Monaten

Hi Amanda, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. That being said, we recently restructured and updated our customer service procedures. Are you still experiencing any issues? Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. We offer unlimited free customer support which even includes video onboarding calls with screen share capabilities. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo

Jasmine
Owner in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Worth the money

5,0 vor 5 Monaten

Kommentare: Overall this system worked great

Vorteile:

Ease of collecting client information is what I liked most

Nachteile:

The text messages do not go to the clients cell I tried a practice test on several lines

Antwort von Taxaroo

vor 5 Monaten

Hi Jasmine, Thanks for your feedback! The text messaging issue you described was a bug that has since been fixed. Please let us know if you experience any more issues. Best, Taxaroo