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What is Taxaroo?

Taxaroo stands out as the premier cloud-based management solution tailored specifically for tax professionals and CPA firms. Our innovative platform revolutionizes practice management by incorporating a variety of advanced features. One highlight is "Roo, The AI Tax Advisor," an advanced AI assistant that efficiently addresses client inquiries, allowing you to dedicate more time to intricate tasks. The secure client portal enhances the sharing of documents, ensuring that communications remain both smooth and protected. Central to Taxaroo's effectiveness is its workflow automation, which streamlines processes from client onboarding to tax filing, guaranteeing that your operations run efficiently while minimizing the chance of mistakes. What truly distinguishes Taxaroo is its focus on user experience. You can begin utilizing the software immediately without the need for costly consultants or extensive training programs. Moreover, we pride ourselves on providing the most affordable pricing structure available, making our solution accessible for firms of any scale. Our dedication to innovation means we are always updating our software to adapt to the changing demands of our users. By selecting Taxaroo, you opt for a robust, effective, and user-friendly solution that promises to elevate your firm’s success and enhance client satisfaction to extraordinary heights. Ultimately, our aim is to empower your practice with tools that not only meet but exceed your expectations.

What is Clintra?

Clintra is a cutting-edge cloud-based Business Management Suite designed to meticulously manage every facet of your business operations with remarkable efficiency. It includes a comprehensive suite of features such as Customer Relationship Management (CRM), Human Resource Management (HRM), Enterprise Resource Planning (ERP), and Project Management tools. Investing in the recruitment and development of employees becomes worthwhile when you provide them with tools that keep them informed, connected, and motivated. This principle lies at the heart of Clintra, which offers a collection of social intranet tools hosted in the cloud. Clintra offers a wide variety of applications, allowing businesses to customize their intranet solutions to meet specific needs effectively. By utilizing the tools provided within the Clintra platform, organizations can significantly boost employee empowerment across diverse roles, resulting in heightened productivity, improved sales performance, and streamlined operational processes. Furthermore, by harnessing these resources, companies can cultivate a more engaged workforce and build a collaborative atmosphere that not only fosters innovation but also propels long-term success. Ultimately, Clintra serves as a pivotal resource for businesses aiming to thrive in a competitive landscape.

Media

Media

Integrations Supported

Google Calendar
Microsoft 365
Stripe

Integrations Supported

Google Calendar
Microsoft 365
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Taxaroo

Date Founded

2014

Company Location

United States

Company Website

taxaroo.com

Company Facts

Organization Name

Zonopact

Date Founded

2014

Company Location

United States

Company Website

www.zonopact.com

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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