Choose a plan
that fits your business

All plans include a FREE trial with no credit card required!
    • Flex Flexible pricing for growing firms

      $0 month
      (no fixed cost)
      $12 /Engagement*
      • Includes core features:
      • Client Database
      • Secure Document Portal
      • Custom Client Organizers
      • Invoice & Get Paid
      • Electronic Signatures (with KBA)
      • Practice Analytics
      • Up to 3 Team Members
      • 2GB Storage
      • Email Support
    • Enterprise Powerful multi-office management

      Contact Sales
      • Enterprise includes:
      • All Core & Pro Features
      • Unlimited Team Members
      • Multi-Office Management
      • Group & Office Reporting
      • Dedicated Success Rep
      • Unlimited Storage

*What is an "Engagement"?

An engagement is a project you work on with a client - think tax return, consulting on a home purchase, or monthly bookkeeping services.

In Taxaroo an engagement will spin up a secure workspace to share documents, collect information, get paid, and have documents signed. Clients can have one or many engagements associated with their account.