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

Key benefits of Taxjoy

  • All messages exchanged between tax professionals and their clients are sent, received and stored within Taxjoy in a secure and organized manner in order to help protect and simplify communications.

  • Taxjoy allows users to assign tasks to clients, themselves or other team members, for efficient collaborative task management and deadline tracking.

  • All documents within the system are organized automatically by type (W-2, 1099, etc.) in order to help professionals with the tax preparation process.

  • Send invoices to clients and accept credit card and ACH payments with a click.

  • All data is protected using 256-bit SSL encryption, including state-of-the-art firewall and backup technology, and stored within access-controlled data centers.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Pricing starting from:

    US$35,00/month

    • Free Trial
    • Free Version
    • Subscription

    Images

    Manage all clients from a single dashboard, and send and receive client messages securely
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    Taxjoy screenshot: Manage all clients from a single dashboard, and send and receive client messages securely

    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

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    Reviews

    Overall rating

    2 /5
    (1)
    Value for Money
    0/5
    Features
    3/5
    Ease of Use
    1/5
    Customer Support
    0/5

    Already have Taxjoy?

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    Showing 1 review
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    Overall rating
    • 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.

    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

    We do not have any information about Taxjoy features

    Taxjoy has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500

    Taxjoy supports the following languages:

    English

    Taxjoy supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Taxjoy integrates with the following applications:

    Gmail, Microsoft Outlook

    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.