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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 Greenestep ERP?

GreeneStep focuses on providing a wide array of business management and collaboration software, which encompasses ERP, CRM, inventory management, order processing, accounting, website development, and B2B portals, all crafted as a holistic solution for businesses in distribution, discrete manufacturing, and eCommerce to proficiently manage their operations while enhancing supply chain and financial efficiency. Founded in 2008, GreeneStep is a privately held company with offices in India, the United States, and Singapore, and it proudly caters to over 120 clients in various regions including the US, Canada, India, the UK, Singapore, and the Middle East. The firm offers an exceptional packaged software solution that is user-friendly in terms of implementation and management, while remaining competitively priced in the market. In recognition of its outstanding services, CIO Review named GreeneStep one of the “20 Most Promising ERP Solution Providers of 2018.” Moreover, GreeneStep is dedicated to environmental responsibility, positioning itself as a “Green Saviour,” and aims to help businesses reduce their carbon emissions through the adoption of its innovative solutions, thereby supporting NET ZERO Climate Plans and fostering global environmental sustainability. The company's conviction is that by utilizing their software, organizations can not only boost operational efficiency but also make a meaningful impact on creating a healthier planet for the generations to come, thus establishing a legacy of corporate responsibility and environmental stewardship.

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

$500 per month
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

Greenestep

Date Founded

2008

Company Location

India

Company Website

greenestep.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

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

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