# Taxaroo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Taxaroo the right Tax Practice Management solution for you? Explore 25 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/168924/Taxaroo/reviews --- Taxaroo 3.9 (25) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Taxaroo Ease of use 4.2 Customer Service 3.8 ## Pros and Cons in Reviews DJ Dane J CEOAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ May 8, 2020 GH Gretter H Tax Accountant Accounting, Self-employedUsed the software for: Less than 6 months. “Taxaroo is ok, but can become frustrating due to the bugs freezing up and hard navigation.“ October 29, 2022 GW Gina W OwnerAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “With the features, cost reduction and their great support, it's been well worth the switch.“ March 10, 2022 DJ Dane J CEOAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ May 8, 2020 CG Candace G PresidentAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “I love that it integrates with Drake, has KBA signatures, and invoicing.“ July 9, 2020 CG Candace G PresidentAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “This is obviously a huge problem and customer service was zero help.“ July 9, 2020 MS Manuel S OptometryMedical Practice, Self-employedUsed the software for: 6-12 months. “It was a little bit difficult to learn; and found it somewhat unfriendly.“ May 17, 2020 ## Showing most helpful reviews Showing 1-25 of 25 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Brandon S. President Accounting Used the software for: 1-2 years ### "I am blessed that my Firm came across Taxaroo. Saved me days of turnaround time" November 2, 2017 5.0 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 JR JULIO R. OWNER Accounting Used the software for: 6-12 months ### "Tax Preparer" November 29, 2024 5.0 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 Jam C. Owner and Lead Accountant Accounting Used the software for: 6-12 months ### "Save Yourself the Frustration" March 9, 2026 1.0 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. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing Taxaroo At the time, the price was cheaper and it seemed to have a more streamlined client list and portal. Switched from [Bonsai](https://www.capterra.com/p/238825/Bonsai/) I wanted a dedicated Tax CRM instead of something generic. Review Source DJ Dane J. CEO Accounting Used the software for: 1-2 years ### "Taxaroo used to be Awesome" May 8, 2020 4.0 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. Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Review Source Response from Taxaroo March 14, 2022 Hi Dane, 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. That being said, there are no plans of making this a proprietary product in the foreseeable future and we have made some considerable updates to the platform including the addition of 14 new features in the past year alone! Just so you know, we now offer a full secure messaging portal that includes bulk text messaging, video calling, and email/chat, fully customizable client organizers, and the option to select between no KBA (for internal documents like engagement letters), standard KBA, or even enhanced KBA. No pressure either way, but we would love to reconnect and discuss further with you if you're open to it? 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 Used the software for: Less than 6 months ### "Love Taxaroo!" March 10, 2022 5.0 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. Reason for choosing Taxaroo The features more aligned to what I wanted and the price was better. Review Source Response from Taxaroo 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 JH James H. CO-OWNER Accounting Used the software for: 2+ years ### "Too many Sudden Changes" October 27, 2020 3.0 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. Alternatives considered [Canopy](https://www.capterra.com/p/205679/Canopy/) Reason for choosing Taxaroo Mainly because of the cost perspective. We were still in the beginning stages and did not need such robustness and feature rich software to eat into our bottom line. Review Source Response from Taxaroo March 14, 2022 Hi James, 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. We have since fixed most if not all of the bugs described and all of our features are working properly. Are you still experiencing any issues? if I'm not mistaken, we have been in contact regularly over the past couple of months, but 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 Used the software for: 2+ years ### "The best practical professional portal out there!" March 4, 2022 5.0 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/) Reason for choosing Taxaroo Cost Ease of use Easier on the eyes Review Source Response from Taxaroo 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 GH Gretter H. Tax Accountant Accounting Used the software for: Less than 6 months ### "Taxaroo is a good tool to organize a tax firm" October 29, 2022 4.0 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 CW Christy W. Business owner Accounting Used the software for: 1-2 years ### "Great product" March 4, 2022 5.0 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 Response from Taxaroo March 14, 2022 Hi Christy, 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 CG Candace G. President Accounting Used the software for: 6-12 months ### "Horrific Customer Service" July 9, 2020 3.0 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 Response from Taxaroo March 14, 2022 Hi Candace, 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. That being said, I apologize that we fell short of your expectations last tax season. We have since fixed most if not all of the bugs you described and restructured internally to ensure we are consistently providing the best customer service possible. Would you be open to discussing further? 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 TR Tracy R. Owner Financial Services Used the software for: Less than 6 months ### "Fumble and Bumble" March 11, 2022 5.0 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 Response from Taxaroo 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 FG Fatima G. Owner/Operator Accounting Used the software for: 1-2 years ### "Horrible Bugs All Season LONG" March 19, 2021 2.0 Pros I love the client interview and ability for e signature Cons ALL the bugs. has literally been a huge pain and inconvience Review Source Response from Taxaroo March 14, 2022 Hi Fatima, 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. We apologize that it sounds like you had a less than ideal experience with Taxaroo in the past, but we have since fixed most if not all of the bugs our users were experiencing last tax season. Are you still experiencing any issues? 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 LR Luis R. Accountant Accounting Used the software for: 2+ years ### "Mess" March 3, 2020 2.0 I started using the software because it provides a tool to manage the tax practice. However, I had some concerns with the application and communicated to developers but nothing happened. For example, you do not have a tool to communicate to clients if you need additional information from them. You have to exit from the program to start writing in your yahoo, Gmail, or your favorite mail account. This program does not support emailing to clients. Pros The software is easy to use and intuitive Cons The signature feature is very difficult to use and not always works Alternatives considered [ATOM](https://www.capterra.com/p/176137/ATOM/) Reason for choosing Taxaroo I looked easy to use Review Source RA Richelle A. Owner Accounting Used the software for: 6-12 months ### "Taxaroo Has Some Room For Improvement" August 25, 2021 3.0 I really tried hard to work with them and make the most of this software. I truly did hope that it went well. Pros I liked the Drake integration. I liked that it worked in the cloud. Cons It was glitchy, clunky, and overall worked poorly. Reason for choosing Taxaroo Features I needed and not a lot that I didn't. Review Source Response from Taxaroo March 14, 2022 Hi Richelle, 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. That being said, we have undergone some internal restructuring and fixed many if not all of the bugs that our users were experiencing last year, which is enabling us to provide a much smoother experience. Are you still experiencing any issues or do you need help with anything? 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 Used the software for: Less than 6 months ### "Works well" March 6, 2022 5.0 Pros This software helps me complete every aspect of my business seamlessly Cons There were no cons that presented themselves Review Source Response from Taxaroo 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 AW Aneka W. Owner Accounting Used the software for: 1-2 years ### "Help me to really streamline!" April 17, 2020 5.0 Love!! For the price and the customization as well as the signature feature that they added. It was amazing having this service Pros I love the templates that already exist with the tax organizers. The ease of creating and even customizing my own template is awesome! Cons They lack the integration of gmail and other apps that I use frequently with my clients Review Source Response from Taxaroo March 14, 2022 Hi Aneka, 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. We now integrate with g-suite for calendar and scheduling. Let us know if you need any help setting that up! 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 AK Amanda K. EA Accounting Used the software for: Less than 6 months ### "Customer service is non-existent and too many glitches " April 24, 2020 2.0 Pros KBA option was nice. Year allocations were nice. Cons When you have an issue, the only customer service option is chat and that takes anywhere from a couple hours to several days to get a response. clients would upload documents- they could see them, we could not. Taxaroo not willing to have an actual conversation to fix any of the issues we were having. Review Source Response from Taxaroo March 14, 2022 Hi Amanda, 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. That being said, we recently restructured and updated our customer service procedures. Are you still experiencing any issues? Please don't hesitate to reach out by phone, email, chat, or even text message if you need anything at all. We offer unlimited free customer support which even includes video onboarding calls with screen share capabilities. Our goal is to ensure you have your best tax season yet with us! Thanks, Taxaroo JW Jasmine W. Owner Accounting Used the software for: Less than 6 months ### "Worth the money " March 4, 2022 5.0 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 Response from Taxaroo 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 AW Alexis W. Tax Preparer Financial Services Used the software for: Less than 6 months ### "Virtual Business with Taxaroo" March 8, 2022 5.0 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/) Reason for choosing Taxaroo The ease of its use. Review Source Response from Taxaroo 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 JE JASMINE E. Tax Preparer Accounting Used the software for: I used a free trial ### "What customer support?" January 29, 2020 1.0 I was very excited to use Taxaroo for my tax business because of all the functions it offered in one place. However, once i began using it I encountered an issue with the signature function. When clients signed on their phone, it did not reflect the signature once i received it. I had reached out to customer service multiple times with no reply back whatsoever . You can only chat with support and it tells you that they typically respond within a few hours. Days would pass with no reply, though that chat showed that someone had "seen" my message. Very unprofessional and uncaring. Pros It is supposed to consolidate multiple functions I need for my business into one system which would be great. Gave the clients and easy to use portal. Cons The signature function would not work. Wish they had a mobile app Review Source LR Lizeth R. Tax professional Accounting Used the software for: Less than 6 months ### "Amazing CRM " March 4, 2022 5.0 Love the convenience of having my customers files and E-signatures all in one place. Pros I love their secure portal, fully customizable tax organizers, and drake integration! Cons Not really any cons at this moment only been using for 3 months Review Source Response from Taxaroo March 14, 2022 Hi Lizeth, 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 MS Manuel S. Optometry Medical Practice Used the software for: 6-12 months ### "Reliable, but not so friendly" May 17, 2020 3.0 Pros I think this product is reliable with a reasonable cost. Cons It was a little bit difficult to learn; and found it somewhat unfriendly. Review Source Response from Taxaroo March 14, 2022 Hi Manuel, 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. Do you have some time this or next week for a free video onboarding call? I would be happy to walk you through the platform and answer any questions you may have so that we can provide a more user-friendly experience for you. 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 TF Tashima F. CEO Accounting Used the software for: Less than 6 months ### "Decent product" May 13, 2020 4.0 Pros I think the product is great for already having the profiled questions. Cons I do not think it was worth the money at all. Review Source Response from Taxaroo March 14, 2022 Hi Tashima, 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. We're sorry that we seem to have fallen short of your expectations and would like to try to fix that. No pressure either way, but would you be open to discussing further? 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 AK Angelina K. CEO & Founder Financial Services Used the software for: Less than 6 months ### "New Us for 2021" January 3, 2021 5.0 Pros Streamlines my process. My 1st year we had too many manual processes, now the clients can create the accounts from the website easily from smartphone or computer. Client in-take calls are shorter and the software helps us save time. Cons No app. Our tax software does have an app, but would be nice to integrate with our software. Review Source Response from Taxaroo March 14, 2022 Hi Angelina, 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. We don't have an app because we offer a fully white labeled solution. In fact the only time a client will ever see Taxaroo is if they forget their password since we do take care of that for you. 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 MN Maria N. Owner Accounting Used the software for: I used a free trial ### "Excellent! " March 4, 2022 5.0 Pros I love this software! I love how it integrates everything. Cons Some things it doesn’t include like faxing or customizing Review Source Response from Taxaroo 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 Similar Products Featured ## Related categories [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Business Management](https://www.capterra.com/business-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.