Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Winbiz?
Trustee Partners guarantee outstanding follow-up on your accounting through the innovative file-sharing features that Winbiz offers. Acting as resellers of Winbiz products and services, Winbiz Partners meet their clients' needs by providing a range of services, including software initiation, setup, and essential guidance for effective use of Winbiz. The expertise of Winbiz Specialists, who hold certifications that validate their proficiency with the software, empowers them to deliver thorough training and assistance. These specialists are adept at instructing users on Winbiz's advanced features and facilitating the installation and configuration of the program, ensuring a seamless experience right from the beginning. With their deep understanding of the software, Winbiz Specialists can tailor solutions to meet specific user requirements, enhancing the software's overall efficiency for each client. Their commitment to client satisfaction is further demonstrated by their ongoing support to maximize the benefits of Winbiz throughout its use.
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.
API Availability
Has API
API Availability
Has API
Pricing Information
72 CHF/user
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
FIDUCIAL WINBIZ SA
Date Founded
1992
Company Location
Switzerland
Company Website
www.winbiz.ch/en/winbiz
Company Facts
Organization Name
Taxaroo
Date Founded
2014
Company Location
United States
Company Website
taxaroo.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