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Taxjoy

Name: Taxjoy
Rating: 4.5 (2 reviews)

By Taxjoy

792 Interested

Highlights : About Taxjoy

Connect client activity to practice management systems

Send and receive client messages securely

Customized interactive questionnaires

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.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Document sharing and management

CRM (Customer relationship management)

Assign tasks to clients

Collaborative task management

Automated insights from data

Send and receive client messages securely

Search historical communications

Customized interactive questionnaires

Manage multiple entities for a client

Connect client activity to practice management systems

Send invoices to clients

Credit card / ACH 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.

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