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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 Taskeo?

Taskeo aspires to be the go-to platform for service-oriented companies that are tired of managing multiple applications for their operations. This comprehensive solution includes project management, appointment scheduling, customer relationship management, time tracking, and billing features. It proves to be an essential asset for various service-based industries such as legal practices, agencies, and consulting firms that need effective support in managing their business and practices. By simplifying these crucial tasks, Taskeo empowers organizations to focus on what is most important: delivering exceptional client service and fostering business growth. Users can access all functionalities with a single account, allowing for the consolidation of tools and improved productivity, which makes it an excellent option for contemporary businesses. This integration not only saves valuable time but also facilitates a more streamlined workflow across various service management sectors, enhancing overall operational efficiency. Ultimately, Taskeo’s all-in-one approach is designed to adapt to the evolving needs of businesses in a dynamic environment.

Media

Media

Integrations Supported

Google Calendar
Stripe
Bitbucket
Dropbox
GitHub
Microsoft 365
Slack
Zapier
Zoom

Integrations Supported

Google Calendar
Stripe
Bitbucket
Dropbox
GitHub
Microsoft 365
Slack
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$5 per user 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

Taskeo

Date Founded

2018

Company Location

Estonia

Company Website

taskeo.co

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

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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