Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Taskeo aims to be the essential platform for service-based companies that are weary of juggling multiple applications for their operations. This all-in-one solution offers features such as project management, appointment scheduling, customer relationship management, time tracking, and billing. It serves as an invaluable resource for various service-oriented businesses like law firms, agencies, and consulting firms that require effective business and practice management support. By streamlining these essential tasks, Taskeo ultimately allows your organization to prioritize what truly matters: serving your clients and expanding your business. With just one account required to access all functionalities, Taskeo enables users to consolidate their tools and enhance productivity, making it an efficient choice for modern businesses. This integration not only saves time but also promotes a smoother workflow across different areas of service management.
Description
Taxaroo is the go-to cloud-based practice management solution engineered for tax businesses and CPA firms. Our platform is a game-changer in practice management, offering an array of cutting-edge features. Among these is "Roo, The AI Tax Advisor," a state-of-the-art AI tool that handles client questions, freeing you to focus on complex tasks. Our secure client portal simplifies document sharing, making interactions seamless and secure.
Workflow automation is at the heart of Taxaroo, enabling you to automate everything from client acquisition to tax preparation and filing. This ensures that your practice runs like a well-oiled machine, saving you time and reducing errors.
What sets Taxaroo apart is its user-centric design. There's no need for expensive consultants or lengthy training sessions; you can get started right away. Plus, we offer the most cost-effective pricing in the industry, making us the perfect fit for practices of all sizes.
We're committed to staying ahead of the curve, continually updating our software to meet the evolving needs of our clients. Choose Taxaroo for a comprehensive, efficient, and client-friendly solution that will take your firm to unparalleled levels of success and client satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Calendar
Yes
Stripe
Yes
Bitbucket
Yes
Dropbox
Yes
GitHub
Yes
Microsoft 365
No
Slack
Yes
Zapier
Yes
Zoom
Yes
Integrations
Google Calendar
Yes
Stripe
Yes
Bitbucket
No
Dropbox
No
GitHub
No
Microsoft 365
Yes
Slack
No
Zapier
No
Zoom
No
Pricing Details
$5 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Taskeo
Founded
2018
Country
Estonia
Website
taskeo.co
Vendor Details
Company Name
Taxaroo
Founded
2014
Country
United States
Website
taxaroo.com
Product Features
Advertising Agency
Campaign Management
No
Collaboration
No
Document Management
No
File Sharing
No
Project Management
No
Task Management
No
Time Tracking
No
Appointment Scheduling
Appointment Reminders
No
Automated Scheduling
No
Calendar Sync
No
Client Database
No
Group Scheduling
No
Mobile Access
No
Multi-Location
No
Online Booking
No
Online Payments
No
Recurring Appointments
No
Room Booking Management
No
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
No
CAN SPAM Compliance
No
Customer Surveys
No
Drip Campaigns
No
Dynamic Content
No
Event Triggered Email
No
Image Library
No
Landing Pages/Web Forms
No
Mailing List Management
No
Mobile Optimized Emails
No
Reporting/Analytics
No
Subscriber Management
No
Template Management
No
WYSIWYG Email Editor
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
No
Billing & Invoicing
No
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
No
Multiple Billing Rates
No
Offline Time Tracking
No
Online Time Tracking
No
Overtime Calculation
No
Time per Project Reporting
No
Timesheet Management
No
Vacation / Leave Tracking
No
Product Features
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
Yes
Financial Management
Yes
Inventory Management
No
Marketing Management
Yes
Order Management
Yes
Point of Sale (POS)
Yes
Project Management
Yes
Purchasing
Yes
Scheduling
Yes
Time & Expense Tracking
No
Training Management
No
Vendor Management
No