Tax Pro FAQ

Frequently asked questions from Tax Pros

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24 articles in this collection
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Drake Tax Integration

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Updated over a week ago

What is Stripe?

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What is an Engagement?

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Knowledge Based Authentication (KBA)

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How do I customize branding?

Add your logo and color schemes to Taxaroo
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Unique signup links

Understanding when to use your signup links
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What does Taxaroo cost?

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Payment Lock

Preserving your work
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How do I change a password?

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Multiple signatures

How to allow for multiple signers on a document
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Is my information secure?

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Can I export my client or jobs list?

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Which plans include e-signatures?

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How do I delete a client or a job?

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Does Taxaroo help manage leads and referrals?

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How do I mark a job complete?

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Is there a Taxaroo mobile app?

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What is the Jobs Queue?

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Does Taxaroo handle engagement letters?

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Is Taxaroo a document management tool?

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Does Taxaroo work with signature pads?

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Can I import clients into Taxaroo?

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Does Taxaroo integrate with TaxAct?

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How do I get my tax practice signed up?

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Updated over a week ago