--- title: "Taxaroo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Taxaroo Software - reviews, pricing plans, popular comparisons to other Tax Practice Management products and more." source_url: "https://www.capterra.com/p/168924/Taxaroo/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Taxaroo Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Taxaroo ## What is Taxaroo? Taxaroo is a modern cloud-based tax practice management tool. We enable tax firms to save time, make more money and improve their quality of life by providing a better, online customer experience with our suite of practice efficiency tools. Includes client portal and communications hub (video, SMS and chat), workflow, IRS-compliant electronic signatures and even invoicing putting everything on autopilot for your firm. ## What is Taxaroo used for? [Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Business Management](https://www.capterra.com/business-management-software/) Top alternative Featured Overall rating Based on 25 user reviews Reviews sentiment Positive 64% Neutral 16% Negative 20% Starting price $79 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Taxaroo?[Manage this product listing](https://www.g2.com/products/taxaroo/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Taxaroo 3.9 (25) VS. [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting Price $79 Flat Rate, Per Month Starting Price $22 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (25) Ease Of Use 4.5 (3,631) Value For Money 3.9 (23) Value For Money 4.2 (3,040) Customer Service 3.8 (23) Customer Service 4.5 (2,937) ## Taxaroo alternatives Highest Rated [4.8 (274)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (208)](https://www.capterra.com/p/156181/Karbon/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars ## FAQs about Taxaroo Overview ### Which roles and teams benefit most from Taxaroo? Taxaroo is most used by small-business owners, CEOs, presidents, and owner-operators who need organized tax records and clearer oversight of business finances. Tax preparers, tax accountants, enrolled agents, and lead accountants use it to manage client tax work, track documentation, and support accurate filing and compliance tasks. Answer based on 25 reviews Overview ### What company size and industries is Taxaroo built for? Taxaroo serves tax practices of all sizes, with small businesses representing 100% of reviewers and Accounting accounting for 80%. It also supports Financial Services firms (16%) and Medical Practices (4%), while its most common use is tax practice management for solo practitioners, retail tax offices, and CPA firms. Answer based on 25 reviews Features and Usability ### What are the key features of Taxaroo? Taxaroo offers client management, a client portal, and communication management for tax practices, plus appointment management, scheduling, and reminders. It also includes billing and invoicing, online payments, credit card processing, document management, tax filing, reporting and analytics, workflow management, and time and expense tracking. Pricing ### How much does it cost and what fees or limitations are included? Taxaroo starts at $79 per month for the Monthly plan, which includes the first two users, and $790 per year for the Yearly plan. A free trial is available. Additional team members cost $75 monthly or $750 yearly, and the monthly plan includes 100 minutes of video calls. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does Taxaroo offer? Taxaroo provides live online training, webinars, and documentation to help teams get started. Live online sessions support guided setup and direct instruction, webinars cover product topics in a group format, and documentation gives written reference material for self-paced review and step-by-step support. Getting Started and Support ### What customer support options does Taxaroo offer? Taxaroo provides Email/Help Desk, Knowledge Base, Phone Support, and Chat. Users report mixed support experiences: the available channels cover common needs, but some say replies can be slow and issue resolution inconsistent, especially when technical problems require more direct follow-up. Answer based on 4 reviews ## Features AI summary Based on 1,580 Tax Practice Management reviews Capterra data shows that buyers of tax practice management software rank the following features as their top priorities: - **Client Portal** (**67%** of reviewers rated this feature as critical) - **Document Management** (**62%**) - **Workflow Management** (**56%**) Taxaroo supports all three of the features reviewers identify as most important: **Client Portal**, **Document Management**, and **Workflow Management**. Together, these capabilities help firms share information securely with clients, keep tax documents organized and accessible, and manage recurring processes more efficiently, allowing teams to improve coordination and keep work moving on schedule. Client Portal 3.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Document Management 3.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Document Storage 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Client Management 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Task Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Accounting Integration 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Integrate with a third-party accounting system Taxaroo 47 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Payments: Electronically collect payments for goods or services - Employee Management: Track employee schedules, availability, and performance across projects and tasks - For Accountants: Software specialized for accountants and accounting firms - For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals - For Tax Practices: Designed for tax practices - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Messaging: Communicate using messages within the system - Online Payments: Accept and process online payment transactions - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Tax Filing: The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return - Tax Forms: Declaration of income made to tax authorities - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Training Management: Track employee/learner's progression through training programs - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.8 (25) 3.8 Based on 25 reviews ## Pricing Value for money 3.9 (23) Free Trial [View pricing plan details](https://www.capterra.com/p/168924/Taxaroo/pricing/) Monthly $79.00 Flat Rate,Per Month It includes: - 100 Minutes of Video Calls Per Month - 1-on-1 Onboarding Meeting - Additional Team Members = $75 - Appointment Scheduling - Built in Payments & Invoicing - Bulk SMS Text Messaging - Calendar Integrations - Chat - Chat & Phone Support - Crosslink - Email - Entities & Bookkeeping) - Exclusive to Taxaroo - Export to Tax Software (Drake) - Full White Labeling - Import From Tax Software (Drake - IRS E-Signatures (With KBA) - Mapped Portal Drive - Multi-Factor Authentication - Practice Analytics - Proseries) - Secure Document Portal - Spanish Client Workflows - Team Workflow - Texting & Video Calls - Unlimited Clients (Individual - Unlimited Document Storage\* Yearly $790.00 Flat Rate,Per Year It includes: - Unlimited Document Storage\* - Unlimited Clients (Individual - Team Workflow - Practice Analytics - IRS E-Signatures (With KBA) - Full White Labeling - Entities & Bookkeeping) - Email - Chat & Phone Support - Calendar Integrations - Bulk SMS Text Messagingsecure Document Portal - Built in Payments & Invoicing - Appointment Scheduling - Additional Team Members = $750 - 1-on-1 Onboarding Meeting Value for money 3.9 (23) 3.9 Based on 23 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.8 (23) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.8 (23) 3.8 Based on 23 reviews ## User reviews Overall rating 3.9 Based on 25 reviews Filter by rating Counts reflect reviews available in this feed. 5(13) 4(3) 3(4) 2(3) 1(2) Mentioned topic Recent reviews first, then most helpful RE Reviewer Owner and Lead Accountant Used the software for: Less than 1 year ### "Save Yourself the Frustration" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 March 12, 2026 It all started out with high hopes and expectations of efficiency, that became a mountain of buggy glitches, unanswered requests, and full software headaches—for both my clients and my staff—resulting in a ton of work to maintain client files and worst yet...to leave Taxaroo. It's like as soon as they were bought out, they stopped bothering to do any work on the product. I have had issue after issue, from weeks of waiting for assistance with effectively white-labelling my domain with the portal to brining up issues like not being able to modify the size of signature/date placeholders to return status updates not actually taking effect/reverting as soon as you leave the page (I have specifically addressed these issues with support). There's no way to retain specific client data year after year—besides name/phone/email/birthdate. Almost daily I have clients who have serious trouble uploading documents to the portal or experiencing login issues. The client-facing update options are abysmal—when they even work. Exporting your client files is a nonexistent feature described in the support files but missing in the actual program. Every time you switch pages to enter a client file, you're returned to page 1 when you back out, causing excessive retracing. Selecting tag options in general is hit or miss because it doesn't even update in real time. All of this at $790.... Pros Initially, I liked the streamlined ease of the UI. I also enjoy that I can check off each file after entry, so my team knows where we are with data entry. Cons The software bugs, the clear lack of concern, and timely follow up when sent an issue. The way you have to do the most to even get the minimum. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer President Used the software for: 1-3 years ### "I am blessed that my Firm came across Taxaroo. Saved me days of turnaround time" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 5, 2017 Tax information in one location. No need to search files or drives anymore. Pros The Pros is that now all my tax clients have their own login to get their past tax information. No need to call us for a copy. Cons Not too many cons at all. I believe when the app comes in the future people will be able to have timerer information Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer OWNER Used the software for: Less than 1 year ### "Tax Preparer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 10, 2024 Overall very happy with the system in my First year Pros Very easy to use , love the AI on the message page from clients Cons Drake integration not automatic and import of Drake files brings quite of few duplicate clients Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Dane J. CEO Used the software for: 1-3 years ### "Taxaroo used to be Awesome" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 6/10 May 12, 2020 Again, Taxaroo WAS a great product and still has the potential to be a great product and tax client portal for many tax firms. But, unfortunately, technical support and development/support is virtually nonexistent due to its purchase by Happy Tax. Pros Taxaroo makes taking your tax preparation firm virtual a very simple, straightforward experience. Clients can sign themselves up or you can sign them up with just their email address, and they are presented with a digital organizer immediately upon signup. After that, they upload their tax documents. You as the tax pro get all of that information from your side of the portal easily, then can bill the client and have them electronically sign their returns, all in one spot. The digital organizers are even editable. The pricing is also great - I did the $12 per engagement plan, so each client each year is just $12. Beats the heck out of other portals that are priced monthly or yearly. Cons The software has lacked development in the past few years - it has a lot of potential but doesn't get a lot of attention paid to it. I recently found out it was sold in 2018 from the original development team to another developer, who still cared about what features its users wanted to see and wanted to help implement them. I even sent him a huge email with what I would like to see. Then, sometime in 2019, Taxaroo was purchased by tax preparation franchise Happy Tax, and they dedicate virtually no time to it whatsoever. Technical support is all but nonexistent and nothing is in development at this point. Myself and other tax accountants that use it are worried that it may be taken off the market altogether, since Happy Tax probably wants to make it a proprietary product used only by their franchisees. It's a huge shame, because the software had (and has) tons of potential. Some of the other cons of the software: no messaging system, so if you need something from a client, you have to resort to emailing them, which is not secure. Parts of the organizer are not editable, which always drove me nuts. And the biggest problem of them all: Taxaroo, even to this day on its website, touts that its electronic signatures on tax returns are KBA-compliant (other tax accountants should know what I mean by this) - but they are not! Their electronic signature experience is not "real" KBA - it is just the client entering their own personal info, and that's not real KBA! Huge misinformation. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: Less than 1 year ### "Love Taxaroo!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 14, 2022 It helps us know where the jobs are in our workflow and move them to each team member so they can keep track as well. Pros I have been using Taxaroo for about 3 months now with my tax practice and I really love it! It allowed me to get rid of two different subscriptions I was paying for so far and reduced my overall yearly cost. With the features, cost reduction and their great support, it's been well worth the switch. Cons The job status' need to be reflected on the side or in a place where you can see how many you have in each status at a glance. We have a lot of status' and it extends beyond the top bar so it makes it less useful to see where I am with all the returns at a glance like I used to be able to in ATOM. Also, it would be nice that when you log in you only see what is assigned to you with the option for admin users to click a switch or a drop down to see all users assignments instead of having to sort on the tax preparer name. Definitely need to have client contact records that are static and not dependent upon adding a job so birthdates and spouses and even links to businesses can be done. Referral box to select the client referral or track if new clients come from google, etc. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer CO-OWNER Used the software for: 3-5 years ### "Too many Sudden Changes" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 October 29, 2020 We are in the process of moving forward with another company at this point. Pros I loved the client interviews and the customization. The fact that I could have document uploads and e-signatures all in the same place was very beneficial. It was super easy to deploy for our practice. It was easy to maintain and use so we did not require a lot of training. They have a good knowledge base. The financial reporting was great also. Cons We had a few hiccups and bugs here and there but it was great overall until they switched management companies. They changed the website and it presented a ton of IT bugs for me and my clients. That posed a problem since the tax season was not over yet and we were still working to get extended clients wrapped up. We received multiple complaints about bugs and we had multiple ourselves. They changed the pricing model. After using their per engagement plan, and paying over $1K, they switched without even warning me. I logged in and just happened to check the new changes and features and saw I was about to be billed $99 per month. I complained and they cut me a deal on the annual plan for me and my staff but it was a little too late. More bugs with downloading files from my clients to our computers. The new features promised were tested by me and did not even work. If I'm expected to renew it should be at the beginning of the season. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: 3-5 years ### "The best practical professional portal out there!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 9, 2022 Would not use anything else and I have tried others only to be dissappointed Pros Ease of use Easy to keep up with work flow Customer support is awesome Robust Cons I personally have had a little trouble tweaking some of the interview questions for clients Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Tax Accountant Used the software for: Less than 1 year ### "Taxaroo is a good tool to organize a tax firm" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 November 9, 2022 Taxaroo is ok, but can become frustrating due to the bugs freezing up and hard navigation. I would not re-purchase unless significant improvement is made. Pros Taxaroo has the right idea, to include video calls, and crm all in one. Cons The software is freezing up constantly and very difficult to navigate. They have the right idea, but it needs a lot of work. Also the pricing is much higher than their competitor. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Business owner Used the software for: 1-3 years ### "Great product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 7, 2022 I love it! It has brought my business into the current level of technology. It has also allowed my clients a professional look and experience when I send them the link. Pros The program is user friendly and it doesn’t take much training to use. The initial setup was also easy. Cons Since I used this last year, I don’t like how i have to add a new status for previous clients in order for them to upload there information for the current year. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Candace G. President Used the software for: Less than 1 year ### "Horrific Customer Service" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 2/10 July 20, 2020 Could be so awesome, but the glitches and lack of customer service is terrible. Pros I love that it integrates with Drake, has KBA signatures, and invoicing. Cons Customer service is TERRIBLE. There were many times I would send a tax return for signature to a client and the client would get an error message. Or worse, after the client signs the tax return disappears. This is obviously a huge problem and customer service was zero help. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/168924/Taxaroo/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [TaxDome vs Taxaroo](https://www.capterra.com/compare/168924-186749/Taxaroo-vs-TaxDome)