Automate the manual work in Taxaroo

FullSpec maps how Taxaroo fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Taxaroo by the numbers

Insights from real process mapping sessions that involve Taxaroo.

No processes mapped yet using Taxaroo. Map a process that uses Taxaroo to see automation data here.

Map a Taxaroo automation

Top 5 Taxaroo friction points when done manually

Taxaroo data entry takes hours daily

Manually inputting tax records and client information into Taxaroo instead of importing bulk data forces staff to type the same details repeatedly across multiple fields.

78% report this

Reconciling Taxaroo with accounting software

After entering data into Taxaroo, you must manually cross-check figures against your accounting system to catch discrepancies that should sync automatically.

71% report this

Updating client records across Taxaroo

When a client changes their address or tax status, you have to find and update that information in multiple places within Taxaroo instead of one change flowing everywhere.

58% report this

Taxaroo compliance deadline tracking fails

Without automated reminders tied to Taxaroo records, you manually track which clients need filings by which dates and risk missing deadlines.

45% report this

Exporting Taxaroo reports for clients

Generating tax summaries or compliance reports from Taxaroo requires manual formatting and customization before sending to each client.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Taxaroo

Browse popular Taxaroo automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.