Taxjoy

Secure communications hub for tax professionals

2 /5 (1 review) Write a Review!

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

Starting from
US$35,00/month

Pricing options

Free Trial
Free
Subscription

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

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

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

Taxjoy Reviews

Taxjoy Reviews

Overall rating
2
/
5
Excellent
0

Very good
0

Average
0

Poor
1

Terrible
0

Value for Money
0
Features
3
Ease of Use
1
Customer Support
0
0% recommended this app
Verified Reviewer

As a client Taxjoy is Terrible Beyond Words!!!!!


Verified Reviewer
Industry: Accounting
Company size: 2-10 Employees

As a client Taxjoy is Terrible Beyond Words!!!!!

Used Other for 1-5 months
Reviewed on 2019/03/29
Review Source: GetApp

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 0.0/10

User recommendation
0/10
Based on 1 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Taxjoy Pricing

Taxjoy Pricing

Starting from
US$35,00/month
Free Trial
Free
Subscription

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

Value for Money
0/5
Based on 1 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Taxjoy Features

Taxjoy Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
3/5
Based on 1 user ratings
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

  • 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.

  • 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