Taxaroo Reviews

Pros

At first, the organized interface felt easy to use. I also appreciate being able to check off files after entering them which lets my team track where we are with data entry.

Cons

The software has bugs and there seems to be little concern or timely follow-up when I report an issue. Getting even the minimum done takes far too much effort.

Pros

Using it is very easy and I love the AI on the client message page.

Cons

Drake doesn't integrate automatically and importing its files brings in quite a few duplicate clients.

Pros

What I like about Taxaroo is the overall concept behind it. I appreciate that it brings together video calls and a CRM in one platform which feels like the right direction for this kind of software and makes it stand out to me.

Cons

the software keeps freezing far too often and I find it really hard to navigate. While I can see the vision behind it and I think the idea is solid, I feel like it still needs a lot of improvement before it truly works well. On top of that, the pricing feels noticeably higher than what competing products are charging.

Pros

Setup was very easy and the features felt comparable to those at the big tax offices. I run a small virtual business and had been fumbling along for a while so I knew I needed to step things up. After finding this software, I was able to organize my office and staff and present a more professional operation for tax season. I can keep track of my clients in one place while expanding what my tax team can handle. No more fumbling around, we're now a class act. Thanks, Taxaroo!

Cons

Nothing in particular, it's worth every penny I spent. I really needed the help. I hadn't realized how much I was missing until I started using the software and saw what I could actually do with it.

Pros

I've used Taxaroo in my tax practice for around three months and I'm really happy with it. Switching let me cancel two subscriptions I had been paying for and brought down my annual costs. Between the features, the savings and the excellent support, moving over has been well worth it.

Cons

It would help to have job statuses shown in a sidebar or somewhere that makes the count for each status easy to see. We use many statuses and they run past the top bar so it's harder to get a quick view of all my returns than it was in ATOM. When logging in, I'd also prefer to see only my assigned work, with an admin option to switch or choose a dropdown to view everyone's assignments, rather than sorting by preparer name. Client contact records should be fixed records, not tied to creating a job so birthdates, spouses and business links can be added. A referral field to select the client's source or track new clients from Google would also be useful.

Pros

It brings all my clients information together in a single secure portal.

Cons

No issues so far. I've only used it during this tax season.

Pros

Simple to use and it's easy to stay on top of the workflow. Support is excellent and the product feels effective.

Cons

I've had some difficulty adjusting a few of the interview questions for clients.

Pros

I really enjoy this software especially how it integrates everything.

Cons

A few things are missing, like faxing and customization.

Pros

Gathering client information is easy and was my favorite part.

Cons

Text messages aren't reaching the clients' cell phones. I ran a practice test using several different lines.

Pros

I love the secure portal, fully customizable tax organizers and Drake integration.

Cons

No real drawbacks so far though I've only used it for three months.

Pros

Using the program is easy and takes very little training and getting it set up initially was easy.

Cons

After using it last year, I don't like having to add a new status for past clients before they can upload their information for this year.