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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 TaxDome?

TaxDome is an end-to-end, AI-powered practice management platform that helps tax, bookkeeping, and accounting firms oversee their clients, jobs, documents, teams, and overall practice in one place. Trusted by 15,000+ firms and 6M+ of their clients, it lets firms of every size streamline their work while keeping a clear overview of operations. You can start with ready-made templates for bookkeeping, tax returns, payroll, and tax resolution, or design your own repeatable, adaptable workflows that move jobs forward automatically. Clients will appreciate the award-winning client app, which is accessible and easy to use for people of all ages and technical abilities. It’s secure, available on web and mobile, and supports eleven languages, so you can serve clients who speak languages other than English. AI is built into everyday work: TaxDome generates intake checklists from last year’s return and sorts and packages tax returns for review, so delivery takes minutes. Atlas works as a full-time operations assistant, and MCP and a public API connect TaxDome to the AI tools firms already use, including Claude and ChatGPT. By bringing internal management (workflow, CRM, and reporting) together with client-facing services (e-signatures, proposals, invoicing, payments, and messaging), TaxDome helps firms run a more organized, efficient practice and build stronger client relationships through seamless communication.

Media

Media

Integrations Supported

Stripe
Google Calendar

Integrations Supported

Stripe
Axis LMS
Calendly
CrossLink
Drake Tax
Google Sheets
Lacerte
Mailchimp
MyTAXPrepOffice
ProConnect Tax
Schedulista
TaxSlayer
TaxWise
UltraTax CS
Verito
Xero
Yahoo Finance
Zapier
Zoho Books

API Availability

API Availability

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$0.83 per client monthly
TaxDome is an award-winning, end-to-end practice management platform built for tax, bookkeeping, and accounting firms. It brings together CRM, client portals, task workflows, document management, billing, and AI-powered automation in one cloud-native platform. AI handles intake and delivery: checklists are generated from last year’s return, and tax returns are sorted and packaged for your review so delivery takes minutes. TaxDome has one plan with everything you use to work with your clients, from intake and document requests to tax return delivery, proposals, and payments. It’s priced by the clients you serve, with up to 20 team members included. Pricing starts at 150 active clients for $1,500 a year, about $0.83 per client a month, and the price per client goes down as your client base grows. TaxDome has won numerous awards, including CPA Practice Advisor’s Readers’ Choice Awards for Comprehensive Firm Workflow Solutions three years in a row (2024-2026).

Supported Platforms

SaaS

Supported Platforms

Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Taxaroo

Date Founded

2014

Company Location

United States

Company Website

taxaroo.com

Company Facts

Organization Name

TaxDome

Date Founded

2017

Company Location

United States

Company Website

taxdome.com

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Billing & Invoicing
Payroll Management
Tax Management

Accounting Practice Management

Approval Workflow
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Bookkeeping

Accounts Payable
Accounts Receivable
Billing & Invoicing
Tax Management

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking

Tax Preparation

Not specified

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