
About Taxjoy
Taxjoy provides a secure communications hub and client portal for tax professionals including accountants, enrolled agents, tax attorneys and tax advisors, enabling them to share and collaborate on tax documents through seamless communication with their clients. Key features include secure messaging, task and questionnaire management, electronic payments, automatic notifications, and more.
Taxjoy enables users to send and receive client messages securely from a single interface. All communications are organized by client and can be replied to directly through the Taxjoy platform, including emails. Both professionals and clients can view and search through their historical communications, and share documents securely. All documents are organized by type, such as W-2, 1099, etc. in order to help professionals with the tax preparation process.
Tax professionals can assign tasks to a client, themselves, or other team members, and create and send custom questionnaires to clients. Practice management features allow users to manage all clients and their profiles from a single dashboard. Users are able to assign a client to a colleague, as well as change client status either manually or automatically. Organizations can connect all client activity to their existing practice management system, and collaborate with other team members with up to date information on each client. Taxjoy allows the management of multiple entities for individual clients with electronic note keeping.
The Taxjoy platform enables tax professionals to send invoices to clients, as well as process credit card and ACH payments with a click. Users can track any outstanding payments, as well as set up automated payment reminders to clients. Automatic notifications notify tax professionals of any client issues, such as if a client opens a new bank account, or a taxpayer begins a new job.
Pricing starting from:
US$35,00/month
- Free Trial
- Free Version
- Subscription
Compare with Popular Alternatives
Key benefits of Taxjoy
Devices
Business size
Markets
Supported Languages
Pricing starting from:
US$35,00/month
- Free Trial
- Free Version
- Subscription
Compare with Popular Alternatives
Images


Features
Total features of Taxjoy: 27
- ACH Payment Processing
- Access Controls/Permissions
- Accounting
- Activity Tracking
- Alerts/Notifications
- Assignment Management
- Billing & Invoicing
- Budgeting/Forecasting
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Credit Card Processing
- Customer Accounts
- Deadline Management
- Document Management
- Email Invitations & Reminders
- Email Management
- Historical Reporting
- Inbox Management
- Invoice Management
- Personalization
- Project Accounting
- Purchasing & Receiving
- Reminders
- SSL Security
- Task Management
Alternatives
Quickbooks Online

Firm360

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Canopy

Reviews
Already have Taxjoy?
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Write a Review!- Industry: Accounting
- Company size: 2-10 Employees
- Used Other for 1-5 months
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 0.0 /10
As a client Taxjoy is Terrible Beyond Words!!!!!
Reviewed on 2019/03/29
Pros
Nothing. I have to call for help every time they force me to use it. And they have trouble giving me concise instructions.
Cons
Impossible to use. Not user-friendly at all. If my tax accountant insists on using this. I will find a new accountant.
Taxjoy FAQs
Below are some frequently asked questions for Taxjoy.Q. What type of pricing plans does Taxjoy offer?
Taxjoy offers the following pricing plans:
- Starting from: US$35,00/month
- Pricing model: Free, Subscription
- Free Trial: Available
Personal: $35/month (billed annually) Up to 100 active clients per year. Professional: $140/month (billed annually) Up to 500 active clients per year. Practice: $280/month (billed annually) Up to 1,500 active clients per year. Accounting Firm: Contact Taxjoy
Q. What are the main features of Taxjoy?
We do not have any information about Taxjoy features
Q. Who are the typical users of Taxjoy?
Taxjoy has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500
Q. What languages does Taxjoy support?
Taxjoy supports the following languages:
English
Q. Does Taxjoy support mobile devices?
Taxjoy supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Taxjoy integrate with?
Taxjoy integrates with the following applications:
Gmail, Microsoft Outlook
Q. What level of support does Taxjoy offer?
Taxjoy offers the following support options:
Email/Help Desk, FAQs/Forum, 24/7 (Live rep), Chat
Related categories
See all software categories found for Taxjoy.