Taxjoy Pricing, Features, Reviews & Comparison of Alternatives

Taxjoy

Secure communications hub for tax professionals

2.0/5 (1 review)

Taxjoy overview

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.
www.taxjoy.com

Pricing

Starting from
$35/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

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

Taxjoy reviews

Excellent
0
Very good
0
Average
0
Poor
1

Terrible
0
Value for money
Features
Ease of use
Customer support
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  3.0
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Anonymous

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

Used other for less than 6 months
Reviewed 2019-03-29
Review Source: GetApp

Nothing. I have to call for help every time they force me to use it. And they have trouble giving me concise instructions.

Read the full review

Taxjoy pricing

Starting from
$35/month
Pricing options
Free
Free trial
Subscription
View Pricing Plans

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

Accounting Management
Automatic Notifications
Automatic Reminders
Invoice Management
Receiving

API (181 other apps)
Accounting Integration (125 other apps)
Activity Dashboard (124 other apps)
Billing & Invoicing (126 other apps)
Compliance Management (87 other apps)
Customizable Reporting (97 other apps)
Data Import/Export (106 other apps)
Electronic Payments (114 other apps)
Expense Tracking (122 other apps)
Financial Analysis (85 other apps)
Invoice Processing (103 other apps)
Multi-Currency (106 other apps)
Real Time Data (109 other apps)
Reporting & Statistics (137 other apps)
Third Party Integration (115 other apps)

Additional information for Taxjoy

Key features of Taxjoy

  • Tax management
  • Document sharing and management
  • Client portal
  • Practice management
  • Streamlined and secure communications
  • Inbox management
  • Client management
  • Assign tasks to clients
  • CRM (Customer relationship management)
  • Data encryption
  • Collaborative task management
  • Deadline management
  • Automated insights from data
  • Send and receive client messages securely
  • Email integration
  • Search historical communications
  • Customized interactive questionnaires
  • Client profiles
  • Manage multiple entities for a client
  • Connect client activity to practice management systems
  • Send invoices to clients
  • Credit card / ACH payments
  • Track outstanding payments
  • Automatic payment reminders
  • Automatic notifications
  • Accounting management
View All Features

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.