--- 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" --- # Taxaroo Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://taxaroo.com&name=Taxaroo) ## 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. [4.7 (3,621)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting Price $79 Flat Rate, Per Month Starting Price $800 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (25) Ease Of Use 4.5 (3,621) Value For Money 3.9 (23) Value For Money 4.6 (3,031) Customer Service 3.8 (23) Customer Service 4.6 (2,928) ## Taxaroo alternatives [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.8 (269)](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 100% of reviewers rated it above 4 stars [4.4 (3,322)](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 (2,067)](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 business owners, firm leaders, and tax professionals who need a simple way to manage client payments and tax-related transactions. Accountants, tax preparers, and executive assistants use it to streamline billing, improve collection workflows, and keep client-facing financial operations organized and efficient. Answer based on 25 reviews Overview ### What company size and industries is Taxaroo built for? Taxaroo is built mainly for small accounting firms: 100% of reviewers are from small businesses, and 80% work in Accounting. It also serves Financial Services at 16% and Medical Practice at 4%. The product targets tax practices from solo practitioners to larger CPA firms, primarily for tax practice management. Answer based on 25 reviews Features and Usability ### What are the key features of Taxaroo? Taxaroo offers tax filing and tax forms, along with accounting and accounting integration for financial records. It includes client management, a client portal, document management and secure data storage, plus billing and invoicing, online payments, appointment management, task management, workflow management, and reporting/analytics. Pricing ### How much does it cost and what fees or limitations are included? Taxaroo starts at $79 per month on the Monthly plan, which includes the first two users. The Yearly plan costs $790 per year and is described as everything needed to run a firm. A free trial is available. Additional team members cost $75 on Monthly and $750 on Yearly. Answer based on 5 reviews Integrations ### Which third-party tools and platforms does Taxaroo integrate with? Taxaroo integrates with Drake Tax. The connection supports tax preparation workflows and links Taxaroo with a third-party tax platform used in practice management and return preparation. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does Taxaroo offer? Taxaroo provides live online sessions, webinars, and documentation to help teams get started. Live online sessions support guided setup and feature walkthroughs, webinars offer scheduled training presentations, and documentation gives written reference material for self-paced review and step-by-step guidance. 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: some find help slow to respond, especially in chat, while others say technical support has been limited and unhelpful when issues arise. Feedback also points to recurring frustration with unresolved product problems. Answer based on 4 reviews ## Features AI summary Based on 1,561 Tax Practice Management reviews Capterra data shows that buyers of tax practice management software rank the following features as their top priorities: - **Client Portal** (**66%** of reviewers rated this feature as critical) - **Document Management** (**62%**) - **Workflow Management** (**57%**) Taxaroo supports all three of the top features reviewers look for: **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 tasks and deadlines more efficiently, allowing teams to improve client service 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: - 1-on-1 Onboarding Meeting - Additional Team Members = $750 - Appointment Scheduling - Built in Payments & Invoicing - Bulk SMS Text Messagingsecure Document Portal - Calendar Integrations - Chat & Phone Support - Email - Entities & Bookkeeping) - Full White Labeling - IRS E-Signatures (With KBA) - Practice Analytics - Team Workflow - Unlimited Clients (Individual - Unlimited Document Storage\* 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 5(13) 4(3) 3(4) 2(3) 1(2) Mentioned topic Sorted by most recent Jam C. Owner and Lead Accountant Accounting ### "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 0/10 March 9, 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. Switched from [Bonsai](https://www.capterra.com/p/238825/Bonsai/) I wanted a dedicated Tax CRM instead of something generic. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reasons for choosing Taxaroo At the time, the price was cheaper and it seemed to have a more streamlined client list and portal. 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. JR JULIO R. OWNER Accounting ### "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 November 29, 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. GH Gretter H. Tax Accountant Accounting ### "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 October 29, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TR Tracy R. Owner Financial Services ### "Fumble and Bumble" 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 9/10 March 11, 2022 Pros This software was very easy to set up all of the features were like the big box Tax Offices. I'm just a small virtual business and I have been fumbling and bumbling along for a while now and I needed to step up my game. I came across Taxaroo and fell in love. I was now able or organize my office, my staff and make a more professional office for the tax season. I could maintain track of my clients in one place while extending the capabilities of my tax team. Thank you no more fumbling and bumbling around we are a class act thanks Taxaroo! Cons Nothing it is worth every penny I spent. I really needed the assistance, I did not know how bad it really was until I started to use this software and saw what I was missing and now what I was actually able to do with this awesome software. 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. Response from Vendor March 16, 2022 Hi Tracy, thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo GW Gina W. Owner Accounting ### "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 10, 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. Reasons for choosing Taxaroo The features more aligned to what I wanted and the price was better. 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. Response from Vendor March 14, 2022 Hi Gina, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo AW Alexis W. Tax Preparer Financial Services ### "Virtual Business with 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 8, 2022 It has been a great experience. Pros It's perfect at compiling all of my clients information into one secure portal. Cons Nothing yet I've only used it for this tax season. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reasons for choosing Taxaroo The ease of its use. 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. Response from Vendor March 14, 2022 Hi Alexis, Thank you for the valuable feedback. It's very important to us that we provide the best customer experience possible. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo SW Sharice W. Owner Financial Services ### "Works well" 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 7/10 March 6, 2022 Pros This software helps me complete every aspect of my business seamlessly Cons There were no cons that presented themselves 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. Response from Vendor March 14, 2022 Hi Sharice, Thank you for the valuable feedback. It's very important to us that we provide the best customer experience possible. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo ST Sally T. Owner Accounting ### "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 4, 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 Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reasons for choosing Taxaroo Cost Ease of use Easier on the eyes 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. Response from Vendor March 14, 2022 Hi Sally, Thank you for the valuable feedback. It's very important to us that we provide the best customer experience possible. Please don't hesitate to schedule a call or video chat with us if you need help with the interview questions for your clients. Alternatively, you can also reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo MN Maria N. Owner Accounting ### "Excellent! " 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 4, 2022 Pros I love this software! I love how it integrates everything. Cons Some things it doesn’t include like faxing or customizing Switched from [irsLogics](https://www.capterra.com/p/95976/irsLogics/) 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. Response from Vendor March 14, 2022 Hi Maria, Thank you for the valuable feedback. We appreciate your business and It's very important to us that we provide the best customer experience possible. Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo JW Jasmine W. Owner Accounting ### "Worth the money " 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 8/10 March 4, 2022 Overall this system worked great Pros Ease of collecting client information is what I liked most Cons The text messages do not go to the clients cell I tried a practice test on several lines 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. Response from Vendor March 8, 2022 Hi Jasmine, Thanks for your feedback! The text messaging issue you described was a bug that has since been fixed. Please let us know if you experience any more issues. Best, Taxaroo [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)