Acuity Scheduling + Taxaroo
Create new clients in Taxaroo from new appointments in Acuity Scheduling
Easily manage your client appointments and accounts with this efficient workflow. When a new appointment is booked in Acuity Scheduling, it instantly creates a new client in Taxaroo, saving you the time of manual data entry. Keeping your scheduling and tax services connected has never been this seamless.
Easily manage your client appointments and accounts with this efficient workflow. When a new appointment is booked in Acuity Scheduling, it instantly creates a new client in Taxaroo, saving you the time of manual data entry. Keeping your scheduling and tax services connected has never been this seamless.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Client
Creates a client in the system.
- Free forever for core features
- 14 day trial for premium features & apps
About Acuity Scheduling
Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.
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About Taxaroo
Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.