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.
Collaborative task management
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.
Communications
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
Practice Management
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.
Payments
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.
Insights
Receive automatic notifications about client issues, such as: When a taxpayer starts a new job. When a client opens a new bank account.
Taxjoy lets you spend more time with your family during tax season
Pricing
START FOR FREE
Up to 20 entities
Easy start
- 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.
OPERATE
$ 45/user/month
(billed annually, 30% discount)
Efficient Professionals
Typically 1-4 people teams
- Unlimited entities
- Unlimited storage
- * Billed monthly price $65
- 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.
- $500 setup fee
MANAGE
$ 75/user/month
(billed annually, 30% discount)
Manage Teams
Typically 5-16 people firms
- Unlimited entities
- Unlimited storage
- Up to 5 Accounts per user
- * Billed monthly price $108
- 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.
- $500 setup fee
SCALE
Starting at
$ 1,650/month
Suits Bigger Firms
Typically for bigger teams
- Unlimited Training & Support
- Custom Integrations
- Dedicated Account Manager
- Advanced Features
- Attractive ACH processing fees.
- Attractive Credit card processing fees.
- $4,500 corporate training
Frequently Asked Questions
Pricing
How does pricing work and what’s included?
Our monthly price is simple and transparent. Everything is included in a single charge. No hidden fees or surprises.
Integrations
What kind of integration does Taxjoy support?
In the future we expect to provide APIs and integrations with leading software providers in the accounting space. If you would like Taxjoy to be integrated with a particular solution, please send us an email at support@taxjoy.com.
Data
Who owns the data?
You own the data that is associated with your account. If you are a tax professional, you own the data that your clients shared with you. If you are a taxpayer, you own the data that you uploaded to the system, as well as data that your tax professional shared with you.
Security
How secure is my data on Taxjoy?
As secure as a world class bank. Data is fully encrypted at rest and in transit using 256-bit SSL encryption. We employ state-of-the-art firewall and backup technology, and our data resides in high-security, access-controlled data centers. Please refer to our Security page for more details.
Support
Does Taxjoy have customer support & what is the cost?
You can contact the Taxjoy Support team any time with your questions or suggestions, at no additional cost. Just email us.
What happens if I forgot my password?
You can easily reset your password if you click the following link.
What if my clients need help with Taxjoy?
Taxjoy provides a free built-in support widget inside each account. Similar to the support widget you see in your account, your clients can easily communicate with our customer success team with any questions or requests.
What if I change my email?
Please send us a request to change your email at support@taxjoy.com
Security is Everything
We encrypt transmitted data
All data is transmitted with 256-bit SSL, the highest encryption standard available and the same technology used by financial, military and government organizations.
We keep all information private
All information provided by you and your clients is kept private and is not accessed by anybody, even Taxjoy employees, except on an exceptional need-to-know basis.
We use highly secure data centers
The data centers we use support multiple layers of security to control access, including biometric scanning, keycard, retina scan and PIN number restrictions. Security cameras monitor all locations 24-by-7 and onsite staff protect against unauthorized entry. In each facility, our equipment is kept in locked container-fluids, with additional security safeguards in place to ensure only permitted technicians gain access.
We backup all information
All information is backed up multiple times each day and in multiple secure locations.
Taxjoy’s Mission
Taxjoy is on a mission to help financial services professionals make better decisions when serving clients. Taxjoy’s first product is a CRM for tax professionals. We focus on a unique user experience and data engineering to enable tax practitioners better communicate with their clients and leverage their skill set based on automated insights from data.