Taxjoy

A client portal taxpayers love

Streamlined and secure communications

Taxjoy lets you communicate with your clients in a streamlined and secure way All messages are organized by client so you can easily find what you are looking for No more searching through emails And, all messages are sent, received and stored in a secure manner, removing the security risks of using an email app

Easy and secure document sharing

Taxjoy lets you and your clients share documents easily and securely All documents are automatically organized by type (W-2, 1099, etc ) to make the tax preparation process easier You don’t have to look through your emails anymore to find what you need

Taxjoy lets you assign tasks to your clients, yourself or other team members No more excuses for anybody to miss a deadline

A central hub for everything you need

Click any category to see what Taxjoy can do for you and your tax client’s needs

Send and receive client messages securely View all messages from a single interface, organized by client Let clients easily and securely reply to messages from Taxjoy or email Easily search historical communications with a client You and your client see the same information Document sharing and management Send and receive documents easily and securely Manage all clients documents in a single place (like a DMS) Have documents organized by type (W-2, 1099, etc )

Task and questionnaire management Assign tasks to a client, yourself, other team members Send beautiful and customized questionnaires to clients Manage all clients from a single dashboard Manage a client profile Assign a client to a colleague Change client status, manually or automatically Connect client activity to practice management systems Collaborate with team members and see the same information on every client Manage multiple entities for a client Keep notes on clients

Easily send invoices to clients Process payments quickly and easily Accept credit card payments Accept ACH payments with one click Track outstanding payments Send automatic payment reminders to clients

Receive automatic notifications about client issues, such as: When a taxpayer starts a new job When a client opens a new bank account

Up to 20 entities

• ACH processing fees starting at 1
• 9%
• Credit card processing fees starting at 2
• 9%+30c
• First 100 e-signature requests are free
• $1/signature thereafter

(billed annually, 30% discount) Typically 1-4 people teams

• • Billed monthly price $65 Typically 5-16 people firms
• Up to 5 Accounts per user
• • Billed monthly price $108 Typically for bigger teams
• Unlimited Training & Support
• Attractive ACH processing fees