Taxjoy Funktionen, Bewertungen & Alternativen

Taxjoy

Secure communications hub for tax professionals

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Taxjoy Übersicht

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.

Preis

Beginnt ab
$35/Monat
Preisoptionen
Kostenlose Testversion
Free
Abonnement

Geräte

Unternehmensgröße

K
M
G

Märkte

Vereinigte Staaten von Amerika

Unterstützte Sprachen

Englisch

Taxjoy Preis

Beginnt ab
$35/Monat
Preisoptionen
Kostenlose Testversion
Free
Abonnement

Personal: $35/month (billed annually) Up to 100 active clients per year.

Professional: $140/month (billed annually) Up to 500 active clients per year.

Practice: $280/month (billed annually) Up to 1,500 active clients per year.

Accounting Firm: Contact Taxjoy

Taxjoy Funktionen

  • Automatische Benachrichtigungen
  • Automatische Erinnerungen
  • Erhalten
  • Rechnungsführung
  • Rechnungsmanagement

  • API
  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Anpassbare Berichterstellung
  • Berichterstattung und Statistik
  • Daten-Import / -Export
  • Echtzeit-Daten
  • Elektronische Zahlungen
  • Finanzanalyse
  • Integration in die Buchhaltung
  • Integration von Dritten
  • Kostenverfolgung
  • Mehrere Währungen
  • Rechnungsverarbeitung
  • Wirtschaftsprüfung

Zusätzliche Informationen für Taxjoy

Schlüssel-Features von Taxjoy

  • Accounting management
  • Assign tasks to clients
  • Automated insights from data
  • Automatic notifications
  • Automatic payment reminders
  • CRM (Customer relationship management)
  • Client management
  • Client portal
  • Client profiles
  • Collaborative task management
  • Connect client activity to practice management systems
  • Credit card / ACH payments
  • Customized interactive questionnaires
  • Data encryption
  • Deadline management
  • Document sharing and management
  • Email integration
  • Inbox management
  • Manage multiple entities for a client
  • Practice management
  • Search historical communications
  • Send and receive client messages securely
  • Send invoices to clients
  • Streamlined and secure communications
  • Tax management
  • Track outstanding payments

Vorteile

  • 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.

  • Taxjoy Häufig gestellte Fragen

    Weiter unter folgen häufig gestellte Fragen über Taxjoy.

    F. Welche Preispläne bietet Taxjoy an?

    Taxjoy bietet folgende Kostenpläne an:

    Beginnt ab: $35/Monat

    Preismodell: Free, Abonnement

    Kostenlose Testversion: Verfügbar

    Personal: $35/month (billed annually) Up to 100 active clients per year.

    Professional: $140/month (billed annually) Up to 500 active clients per year.

    Practice: $280/month (billed annually) Up to 1,500 active clients per year.

    Accounting Firm: Contact Taxjoy

    F. Was sind die Hauptfunktionen von Taxjoy?

    Taxjoy bietet die folgenden Funktionen:

    • Accounting management
    • Assign tasks to clients
    • Automated insights from data
    • Automatic notifications
    • Automatic payment reminders
    • CRM (Customer relationship management)
    • Client management
    • Client portal
    • Client profiles
    • Collaborative task management
    • Connect client activity to practice management systems
    • Credit card / ACH payments
    • Customized interactive questionnaires
    • Data encryption
    • Deadline management
    • Document sharing and management
    • Email integration
    • Inbox management
    • Manage multiple entities for a client
    • Practice management
    • Search historical communications
    • Send and receive client messages securely
    • Send invoices to clients
    • Streamlined and secure communications
    • Tax management
    • Track outstanding payments

    F. Wer sind die typischen Nutzer von Taxjoy?

    Taxjoy hat die folgenden typischen Kunden:

    Freie Mitarbeiter, Mittlere Unternehmen, Kleine Unternehmen

    F: Welche Sprachen werden von Taxjoy unterstützt?

    Taxjoy unterstützt die folgenden Sprachen:

    Englisch

    F. Welche Preispläne bietet Taxjoy an?

    Taxjoy hat folgende Preismodelle:

    Free, Abonnement

    F. Unterstützt Taxjoy mobile Geräte?

    Wir haben keine Informationen darüber, welche Geräte Taxjoy unterstützt

    F. Mit welchen anderen Applikationen integriert Taxjoy?

    Taxjoy kann in folgende Anwendungen integriert werden:

    Gmail, Microsoft Outlook

    F. Welche Varianten der Kundenbetreuung bietet Taxjoy an?

    Taxjoy bietet folgende Optionen für Kundensupport:

    Häufig gestellte Fragen, Online-Support