Taxaroo

Taxaroo is a cloud-based platform for tax practices, with AI-powered features and automations for mundane tasks, AI-assisted responses for answering client queries, and tax research built into the platform. Taxaroo helps users to deliver their clients a streamlined, secure, and personalized experience that transforms the world of tax preparation into a breeze.

🌟 Key Features:

• AI-Assisted Answers: An intelligent system drafts responses to client queries, queuing them up for approval to save time and effort.

• Built-in AI Tax Research: A virtual research assistant designed to make tax law more accessible than Google searching.

• Customizable Client Organizer: To offer a tailored client experience that captures just the right information.

• Secure Document Portal: Displaces insecure email attachments with encryption, ensuring client's sensitive data is secure.

• IRS-Compliant Signatures: Legally binding e-signatures make the formalities a cinch. Included Basic Free KBA as well as Enhanced Paid KBA.

• Invoices & Payments: Billing and payment options that make financial transactions as simple as a tap.

• Team Member Accounts: For real-time team collaboration.

• Chat, Texting, and Video: Keeps the conversation flowing through multiple channels, all within the platform.

• Import/Export Tools: Transition made easier with smooth data import/export functionalities.

• Calendar & Scheduling: AI-powered scheduling that nudges clients and allows the user to focus on what really matters.

• Spanish Workflows: Porque la inclusión importa. (Because inclusion matters.)

• Performance Analytics: Real-time insights to track, and measure practice success.

• Birthday Emails: To never miss an opportunity to make clients feel special.

• Full White Labeling: With comprehensive branding options so the platform matches the practice.

• Mapped Portal Drive: A structured way to keep essential documents in one place.

• Referral Program: Turns satisfied clients into promoters with an automated, gamified referral system.

• Automated Follow-Ups: Smart reminders that keep things moving, without no action required by the user.