Among the tools are client organizers. Professionals can create customized organizers. They are also able to send invoices and receive payments electronically. Taxaroo requires customers to make payments before they ca view returns and supports credit and debit card parents.

Taxaroo also provides e-signature functionality.

There is also an integrated document portal for sharing documents and collaborating with clients. The vault has unlimited storage.

TaxAct customers can receive a 20-percent discount on Taxaroo products. Taxaroo offers them three plans. The Basic plan for small teams is priced at $47 monthly; the Pro plan, $95 monthly; and the Enterprise for large firms, $179 monthly.