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Taxaroo
Client command center for small tax practices — portal, organizer, e-signature, scheduling, invoicing, workflows — with an AI tax assistant add-on.
| What the AI does | Taxaroo AI tax assistant for instant tax answers and task completion by chat (AI Chat plan), with AI Video plans that add daily conversational video sessions with the AI agent |
|---|---|
| Who it serves | Solo practitioners, Tax offices, Small CPA firms, Bookkeeping practices |
| Starting price | $99/mo (Starter, 1 user); $790/yr for 2 users; AI Chat plan $49/mo |
| Pricing model | Per month flat or annual subscription + AI add-on |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Practice Management & Workflow with AI |
| Also fits | Client Communication, Portals & AI Receptionists |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Taxaroo is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, tax offices, small CPA firms and bookkeeping practices on its own site. The job it gets hired for: running clients, work, deadlines and billing in one place, with AI built into the workflow. It also fits the Client Communication, Portals & AI Receptionists category.
What it costs
Taxaroo starts at $99/mo (Starter, 1 user); $790/yr for 2 users; AI Chat plan $49/mo, per month flat or annual subscription + AI add-on. There is a free trial.
Good to know
Taxaroo is the client command center for small tax practices — portal, organizer, document collection, e-signature, scheduling, chat/text/video, invoicing and workflows — with a Taxaroo AI tax assistant sold as an add-on from the firm dashboard: AI Chat at $49/mo answers tax questions and completes tasks, and the AI Video plans add daily conversational sessions with the agent. The core subscription is $99/mo for one user, or $790 a year for two users ($1,400 for two years), with a 7-day free trial, no card and premium support included.
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