Taxaroo 3.0: The Ultimate Tax Practice Management Solution, powered by AI

Taxaroo 3.0: The Ultimate Tax Practice Management Solution, powered by AI

When you first sign up for Taxaroo, you'll get access to the easy-to-use Get Started tab, which includes all the areas you need to set up to integrate Taxaroo into your practice. Don't worry—these features will also be set up during your personalized one-on-one onboarding session.

Firm Dashboard

Next, let's go over to the Firm Dashboard. Here, you can manage all of your clients in one place. With team member accounts, you can assign tasks to preparers, admins, or reviewers, ensuring everyone stays on track.

Status Tabs

The status tabs on top include:

• Client List: All of your clients in one place.
• Unassigned: Where a new client starts when they first sign up.
• In-Progress: Once you assign a client, they move into this tab for communication and to get their tax return done.
• Customization Options: You can add additional tabs from settings to customize this workflow.

Inside each client row, you have extensive information at your fingertips, such as:

• Indicator on whether their activation email has been sent.
• Document upload status.
• Status on completing their client interview.
• Payment of invoices issued to them.
• Review status if a reviewer is assigned.
• Status of any e-file forms sent to them.
• Referral information.

Inviting Clients

To invite a new client, you can easily grab the invite link to your client portal from the drop-down in the upper right-hand corner of the screen.

• Firm invite links: Bring new clients into your portal in an unassigned status.
• Personal invite links: Automatically assign new clients to a preparer.

Client Portal

To access the client portal, you can log in as any of your clients. This takes you directly to the client portal, where you’ll notice complete white labeling features that allow you to add your logo, business name, and color scheme.

• Custom Domain: For example, you can have your client portal at portal.yourtaxfirm.com.
• Language Support: The portal is available in both English and Spanish.

Clients can:

• Fill out their interview.
• Upload documents.
• Pay invoices.
• Access your firm’s contact information.
• Schedule appointments, integrated with your calendar.

Importing Clients

You can import your clients easily so nothing has to be manually entered. Clients can even export their interview information directly into Drake Tax Software, with more integrations coming soon.

Client View

From The Firm perspective, you have:

• Main client info.
• All files from all jobs.
• Client notes.
• Job section with tax return information.

All information is collected from the client portal, ensuring a streamlined process.

E-Signatures and Invoicing

Taxaroo makes getting tax returns and documents signed a breeze with IRS-compliant e-signatures. Plus, sending invoices and receiving payments is made easier with built-in payments powered by Stripe.

Automated Follow-Ups

Taxaroo helps you save time with automated follow-ups for document requests. The system will follow up at your preferred cadence until the client sends in the needed document.

Communication Channels

Taxaroo offers various communication channels:

• Chat.
• Text message.
• Bulk SMS.
• Video calls.
• Automated birthday emails.

You can also send individual or bulk SMS messages right from the dashboard.

Advanced AI Tax Advisor

When a client asks a question, Taxaroo's AI, Rue, kicks in. Rue can answer complex tax questions, saving you time. Rue is also available for tax research anytime.

Conclusion

Taxaroo offers a comprehensive solution for tax practice management. It aims to streamline your work, save you time, and help you provide better service to your clients.

Keywords

• Taxaroo
• Firm Dashboard
• Client Portal
• E-Signatures
• Automated Follow-Ups
• AI Tax Advisor
• Drake Tax Software
• Stripe Payments
• White Labeling

FAQ

• What is Taxaroo? Taxaroo is a comprehensive tax practice management solution designed to streamline workflows, communications, and client management.

• How can I invite new clients? You can invite new clients using firm invite links for general invites or personal invite links to automatically assign them to a preparer.

• What languages does the client portal support? The client portal supports both English and Spanish.

• Can Taxaroo integrate with other tax software? Yes, Taxaroo can export client information directly into Drake Tax Software, with more integrations coming soon.

• How does the AI Tax Advisor work? When a client asks a question, Taxaroo's AI, Rue, provides answers to even the most complex tax questions, and also assists with tax research.