Tax Pro FAQ

Frequently asked questions from Tax Pros

18 articles in this collection
Written by Brian Liebert, Tim Sestrich, and Team Taxaroo

Unique signup links

Understanding when to use your signup links
Written by Brian Liebert
Updated over a week ago

Payment Lock

Preserving your work
Written by Brian Liebert
Updated over a week ago

How do I change a password?

Written by Tim Sestrich
Updated over a week ago

Multiple signatures

How to allow for multiple signers on a document
Written by Team Taxaroo
Updated over a week ago

Is my information secure?

Written by Brian Liebert
Updated over a week ago

Can I export my client or jobs list?

Written by Brian Liebert
Updated over a week ago

Which plans include e-signatures?

Written by Brian Liebert
Updated over a week ago

How do I delete a client or a job?

Written by Brian Liebert
Updated over a week ago

Does Taxaroo help manage leads and referrals?

Written by Brian Liebert
Updated over a week ago

How do I mark a job complete?

Written by Brian Liebert
Updated over a week ago

Is there a Taxaroo mobile app?

Written by Brian Liebert
Updated over a week ago

What is the Jobs Queue?

Written by Brian Liebert
Updated over a week ago

Does Taxaroo handle engagement letters?

Written by Brian Liebert
Updated over a week ago

Is Taxaroo a document management tool?

Written by Brian Liebert
Updated over a week ago

Does Taxaroo work with signature pads?

Written by Brian Liebert
Updated over a week ago

Can I import clients into Taxaroo?

Written by Brian Liebert
Updated over a week ago

Does Taxaroo integrate with TaxAct?

Written by Brian Liebert
Updated over a week ago

How do I get my tax practice signed up?

Written by Brian Liebert
Updated over a week ago