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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 GrowthCast?

Each business is unique, and we recognize that the challenges you face are similarly individualized. By participating in a complimentary 30-minute consultation, you will have the opportunity to share your concerns as we listen attentively and ask thought-provoking questions aimed at delivering practical advice and crafting a strategic plan that aligns with your goals. This self-paced, modular program is structured to equip you with the essential skills needed for maintaining a financially stable business. To enhance your learning journey, we provide an array of downloadable resources, reference materials, and live group coaching sessions, ensuring that you can effectively implement your newfound insights in real time. Having worked with a diverse range of businesses, I have identified common challenges they encounter. Our CFO services are specifically designed to address your unique needs, featuring multiple levels of business analysis, financial management, and continuous personalized support. The Moneymaker’s Mindset program explores your views and beliefs about money, assessing how these elements affect your leadership style and decision-making capabilities. Through this understanding, you will be empowered to maneuver through the financial intricacies of your business more effectively, ultimately paving the way for sustainable growth and success. In embracing this holistic approach, you can transform your mindset and elevate your financial acumen.

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

$27 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

GrowthCast

Date Founded

2013

Company Location

United States

Company Website

growth-cast.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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