Was ist Taxaroo?

Taxaroo is a modern cloud-based tax practice management tool. We enable tax firms to save time, make more money and improve their quality of life by providing a better, online customer experience with our suite of practice efficiency tools.

Includes client portal and communications hub (video, SMS and chat), workflow, IRS-compliant electronic signatures and even invoicing putting everything on autopilot for your firm.

Wer verwendet Taxaroo?

Tax practices of all sizes - ranging from solo practitioners, to retail tax offices, to large multi-national CPA firms.

Wo kann Taxaroo bereitgestellt werden?

Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil)

Über den Anbieter

  • Taxaroo
  • 2014 gegründet
  • Chat

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Über den Anbieter

  • Taxaroo
  • 2014 gegründet
  • Chat

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Taxaroo – Videos und Bilder

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Kosten ähnlicher Produkte wie Taxaroo vergleichen

Taxaroo

49,50 $/Monat
Kostenlose Version
Gratis Testen
50,00 $/Monat
Kostenlose Version
Gratis Testen
79,00 $/Monat
Kostenlose Version
Gratis Testen
300,00 $/Jahr
Kostenlose Version
Gratis Testen

Taxaroo Funktionen

  • Abrechnung & Rechnungsstellung
  • Aufgabenmanagement
  • Auftragsmanagement
  • Berichterstattung / Analyse
  • CRM
  • Dokumentenmanagement
  • Finanzmanagement
  • Fälligkeits-Tracking
  • Für Buchhalter
  • Für Steuerzwecke
  • Genehmigungs-Workflow
  • Integration in die Buchhaltung
  • Kommunikationsmanagement
  • Kundenmanagement
  • Kundenportal
  • Leistungskennzahlen
  • Lieferanten-Management
  • Marketing-Automatisierung
  • Mitarbeitermanagement
  • Projektmanagement
  • Steuererklärungen
  • Workflow-Management
  • Zeit & Kosten Verfolgung
  • Zeitverfolgung

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Bewertungen über Taxaroo

Durchschnittliche Bewertung

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

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
57%
4
9%
3
17%
2
13%
1
4%
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