Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Canopy Reviews & Ratings
    950 Ratings
    Company Website
  • QuickFee Reviews & Ratings
    2 Ratings
    Company Website
  • ArboStar Reviews & Ratings
    563 Ratings
    Company Website
  • 8am Reviews & Ratings
    1,130 Ratings
    Company Website
  • Houzz Pro Reviews & Ratings
    23,223 Ratings
    Company Website
  • Filejet Reviews & Ratings
    38 Ratings
    Company Website
  • AestheticsPro Reviews & Ratings
    684 Ratings
    Company Website
  • TriNet Reviews & Ratings
    854 Ratings
    Company Website
  • Sevocity EHR Reviews & Ratings
    192 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,641 Ratings
    Company Website

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 Lawfice?

Law firms are increasingly pressured to maintain secure, compliant, and efficient communication with clients, highlighting the inadequacies of traditional closing management practices. Our affordable cloud-based solution, crafted by legal experts, places compliance at its core and includes a secure client portal along with customizable best practice workflows tailored to various legal specialties. It boasts robust enterprise functionalities ideal for intricate transactions such as mergers and acquisitions or financial reorganizations, while also being user-friendly for solo practitioners. The integrated portal enhances communication between clients and external representatives, surpassing conventional email to ensure safe and compliant exchanges. The implementation process is user-friendly, allowing for the easy upload of existing documents and customization of workflows to fit your specific practice area, promoting a smooth transition and improved operational efficiency. This blend of adaptability and security establishes our solution as a vital asset for contemporary legal practices, ultimately enhancing client trust and satisfaction in the legal process.

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

Clawd Technologies

Date Founded

2010

Company Location

Canada

Company Website

myclawd.com/products/lawfice/

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

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Popular Alternatives

CCH iFirm Reviews & Ratings

CCH iFirm

Wolters Kluwer

Popular Alternatives

Rally Reviews & Ratings

Rally

Rally Legal