Beyond the Portal: How AI is Revolutionizing Your Client Experience

​Stop wasting time chasing clients and managing chaotic email chains. Discover how Taxaroo's secure, easy-to-use client portal, powered by our intelligent Taxaroo AI assistant, can automate your practice.

​This isn't just a portal; it's your new client management command center.

​In this session, you'll learn how to:

• ​Automate client follow-ups and document collection to save hours.

• ​Provide an effortless portal experience for even your least tech-savvy clients.

• ​Use Taxaroo AI to instantly answer client questions directly within the portal.

• ​Centralize documents, e-signatures, and payments securely in one place.

​This webinar is for tax professionals ready to reduce administrative work and build a more efficient, modern firm.