Taxaroo Sign Up Information

Hi Jackson,

I appreciate you joining us at Taxaroo, and we're excited to help grow your accounting practice.

We built Taxaroo to help firms save time and provide a better experience to their clients, and I hope we can achieve that for you.

If you don't mind I have one quick question: why did you sign up for Taxaroo?

I'm asking because this will help us make sure we're delivering on what you want. Just hit "reply" and let me know.

By the way, over the next few weeks we'll be checking in, sharing tips, and showing you how our customers use Taxaroo to grow their businesses.

Thanks,
Monica
CEO, Taxaroo

Hi Jackson,

To help you with the basics, there are a few things I suggest tackling with your trial:

1. Add your logo, profile photo, team members, and customize the signup link to make Taxaroo yours.
2. Tweak the job templates to collect relevant questions, or create entirely new templates
3. Add yourself as a test client to see how it works, or check out this demo

Feel free to reach out if you have any questions!

Thanks,
Monica
CEO, Taxaroo

Hi Jackson,

It's day 3 of your trial, and time to test Taxaroo with real clients.

Whether clients visit you in the office or work with you remotely, start by sending them your unique referral link.

Voila! You're going to be blown away as clients sign up and start sharing information with you immediately.

Better yet, you're not digging through emails or updating spreadsheets.  Your dashboard will keep you informed of every client's status at all times.

Check out this 8-min demo or shoot me an email if you have any questions.

Thanks,
Monica
CEO, Taxaroo

Hi Jackson,

Getting paid on time has never been easier.

When you send an invoice through Taxaroo, our Payment Lock feature ensures that clients pay before they can view, download, or sign any final documents.

That's right - with Taxaroo you get paid first, so say goodbye to overdue receivables and clients who disappear when they don't like the results.

We have an article detailing the signature process and payment lock mechanism here if you're want to learn more.

If you can't already tell I'm extremely passionate about making you successful, so feel free to reach out with any questions.

Thanks,
Monica
CEO, Taxaroo

Hi Jackson,

At this point I hope you've had a chance to review the platform and see why Accounting Today, CPA Practice Advisor, and a slew of others have been writing about us.

If you have any questions on how to get started, don't hesitate to reach out. We're going to help you make this your best tax season ever!

Thanks,
Monica
CEO, Taxaroo

Hi Jackson,

Your Taxaroo Pro trial expires today. Wow 15 days flew by fast!

I want to make sure you're set up for success, so if Taxaroo blew you away with how effective you can be this tax season then let's make it official:

In the past few weeks hundreds of firms like yours have signed up to bring their firm to the next level.

We look forward to helping you with your best tax season ever!

Thanks,
Brian
Co-founder & CEO, Taxaroo