Taxaroo Firm Management System Adds Features for Covid-Era Tax Prep

Taxaroo, a tax practice management software suite of tools that has helped tax businesses and CPA firms go virtual for over five years, has increased functionality for the COVID-19 era and the upcoming tax season. Taxaroo will be the first to bring to market a video and texting integration, as well as built-in Spanish workflows. In total there are seven new features, including:

• Integrated Chat, Texting and Video Calls: Connect with your clients from everywhere with all communications in one place.
• Calendar and Scheduling: Automated follow ups sends out emails reminding clients based on your preferred send cadence.
• Import/Export Tools: Eliminates redundant data entry by importing and exporting to your tax software.
• Spanish Workflows: Translate your tax practice to communicate with Spanish clients in their language.
• Mapped Portal Drive: Store, share and manage client files in a dedicated drive account with secure access from your desktop computer.
• Print-to Portal: Print tax returns directly from your tax software or any program right into your Taxaroo client document storage portal. Easily request signatures every time.
• Referral Program: To encourage clients to spread the word about your tax practice – use Taxaroo to build you referral program.

The company has renewed its emphasis on providing a phenomenal customer experience to its clients through its digital support options, person-to-person onboarding and setup, and world-class, enterprise-grade security features. Taxaroo already features customizable online client organizers to collect data and documents, seamless electronic signature integration, easy-to-use invoicing and electronic payment capabilities, and team workflow management and analytics reporting.