Taxjoy Overview
What is 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.
Taxjoy Overview
Pricing
Pricing options
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
Taxjoy Features
Media
Taxjoy Reviews
Taxjoy Reviews
Compare overall rating with alternatives
Compare with alternatives
As a client Taxjoy is Terrible Beyond Words!!!!!
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.
Compare user recommendation rating with alternatives
Compare with alternatives
Taxjoy Pricing
Taxjoy Pricing
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
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
Compare value for money rating with alternatives
Compare with alternatives
Taxjoy Features
Taxjoy Features
Compare features rating with alternatives
Compare with alternatives
Categories
Additional information for Taxjoy
Additional information for Taxjoy
Key features of Taxjoy
- Accounting management
- Assign tasks to clients
- Automated insights from data
- Automatic notifications
- Automatic payment reminders
- CRM (Customer relationship management)
- Client management
- Client portal
- Client profiles
- Collaborative task management
- Connect client activity to practice management systems
- Credit card / ACH payments
- Customized interactive questionnaires
- Data encryption
- Deadline management
- Document sharing and management
- Email integration
- Inbox management
- Manage multiple entities for a client
- Practice management
- Search historical communications
- Send and receive client messages securely
- Send invoices to clients
- Streamlined and secure communications
- Tax management
- Track outstanding payments
Benefits
Taxjoy FAQs
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?
Taxjoy offers the following features:
- Accounting management
- Assign tasks to clients
- Automated insights from data
- Automatic notifications
- Automatic payment reminders
- CRM (Customer relationship management)
- Client management
- Client portal
- Client profiles
- Collaborative task management
- Connect client activity to practice management systems
- Credit card / ACH payments
- Customized interactive questionnaires
- Data encryption
- Deadline management
- Document sharing and management
- Email integration
- Inbox management
- Manage multiple entities for a client
- Practice management
- Search historical communications
- Send and receive client messages securely
- Send invoices to clients
- Streamlined and secure communications
- Tax management
- Track outstanding payments
Q. Who are the typical users of Taxjoy?
Taxjoy has the following typical customers:
Small Business, Freelancers, Mid Size Business
Q. What languages does Taxjoy support?
Taxjoy supports the following languages:
English
Q. What type of pricing plans does Taxjoy offer?
Taxjoy has the following pricing plans:
Free, Subscription
Q. Does Taxjoy support mobile devices?
We do not have any information about what devices Taxjoy supports
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:
Online Support, FAQs
