Taxjoy Features

Taxjoy

Secure communications hub for tax professionals

2.0/5 (1 review)

Taxjoy Feature Summary

  • 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

Competitor Feature Comparison

ACH Payment Processing
Access Control
Accounting Management
Activity Tracking
Assignment Management
Automatic Notifications
Client Management
Client Portal
Collaboration Tools
Collaborative Workspace
Communication Management
Credit Card Processing
Customer Accounts
Deadline Management
Document Management
Email Integration
Email Invitations & Reminders
History Tracking
Inbox Management
Invoice Management
Personalized Profiles
Receiving
Reminders
SSL Security
Task Management
Learn moreCompare App
ACH Payment Processing
Access Control
Accounting Management
Activity Tracking
Assignment Management
Automatic Notifications
Client Management
Client Portal
Collaboration Tools
Collaborative Workspace
Communication Management
Credit Card Processing
Customer Accounts
Deadline Management
Document Management
Email Integration
Email Invitations & Reminders
History Tracking
Inbox Management
Invoice Management
Personalized Profiles
Receiving
Reminders
SSL Security
Task Management
Visit WebsiteCompare App
ACH Payment Processing
Access Control
Accounting Management
Activity Tracking
Assignment Management
Automatic Notifications
Client Management
Client Portal
Collaboration Tools
Collaborative Workspace
Communication Management
Credit Card Processing
Customer Accounts
Deadline Management
Document Management
Email Integration
Email Invitations & Reminders
History Tracking
Inbox Management
Invoice Management
Personalized Profiles
Receiving
Reminders
SSL Security
Task Management
Visit WebsiteCompare App

Taxjoy Feature Reviews

1 reviewers had the following to say about Taxjoy's features:

Anonymous
A verified reviewer
Verified Reviewer

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

2019-03-29

Pros

I have to call for help every time they force me to use it.

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
Features

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: GetApp
Helpful?   Yes   No
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