# Taxaroo Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Taxaroo Software - reviews, pricing plans, popular comparisons to other Tax Practice Management products and more. Source: https://www.capterra.com/p/168924/Taxaroo --- # Taxaroo Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 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. [4.5 (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 (3,592) Value For Money 3.9 (23) Value For Money 4.2 (3,002) Customer Service 3.8 (23) Customer Service 4.5 (2,899) ## Taxaroo alternatives Highest Rated [4.8 (261)](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 (3,290)](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 (2,035)](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 [TaxDome](https://www.capterra.com/p/186749/TaxDome/) [4.7 (3,592)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting price $800.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/186749/TaxDome/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 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 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 For Accountants 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Software specialized for accountants and accounting firms Workflow Management 3.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Taxaroo 47 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage various aspects of appointments including booking, rescheduling, canceling Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval Create, manage, and send invoices or bills to customers Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Manage and track all internal and external communication conducted via calls, email, text, or chat Configure existing workflows to meet your organization's needs Accept and process credit card transactions Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Electronically collect payments for goods or services Track employee schedules, availability, and performance across projects and tasks Software specialized for accountants and accounting firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Designed for tax practices Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Automate workflows and trigger campaigns based on customer actions Communicate using messages within the system Accept and process online payment transactions Manage and track customer orders for goods, investments, or any other purchases A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Schedule shifts for staff/employees, track hours worked, and manage staff payroll Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Declaration of income made to tax authorities Log and record hours worked and costs spent to assist in billing and invoicing Track employee/learner's progression through training programs Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. 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)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)