Taxjoy

Taxjoy is a client portal and secure messaging platform for tax professionals. It replaces email threads with one organised place for conversations, documents and tasks with each client.

Main features

• Secure messaging: messages kept by client and stored safely, with replies possible from email.
• Document sharing: files sorted by type, such as W-2 and 1099 forms.
• Tasks and questionnaires: jobs assigned to clients or colleagues, with custom forms.
• Client management: profiles, status changes, notes and assignment to team members.
• Invoicing and payments: invoices, card and bank payments, and reminders.
• Alerts: notices about client events such as a new job.

Who it works with

Tax practices and the taxpayers they serve, mainly in the United States.

Key facts

• Entities: several entities can be managed for one client
• Integration: connects client activity to practice management systems