We are excited to use a new online communication platform called TaxJoy. Here are basic instructions on how to send/receive messages, send files, fill out questionnaires, and ways you can easily set up your own account when you are ready to do so.
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1. Send/Receive Secure Messages
When your CPA or Service Provider sends you a message, you will receive an email notification that indicates there is a new message waiting for you. You can use your desktop computer or mobile to view any message (tasks, files, questionnaires, signature requests etc.).
Your security is important to us, therefore you will notice that you can’t see the content of the message inside the email. This is similar to a bank or a healthcare provider’s emails, you will be able to view the content once you press the view message button/link and authenticate.
If this is the very first message you have ever received from your CPA or Service Provider, you will be kindly asked to set up a four-digit PIN code. You can choose any four numbers you want, and it’s highly recommended to pick something you can remember, for example, the last four digits of your SSN.
After setting up your pin code (It would ask you to enter it twice when you are setting it up for the first time), you will be able to see the content of the message and reply directly from here:
*Important: 15 minutes after you have viewed the content of the message, the access token will expire for security reasons. In order to see this message or any other message, you will be asked to log in to your account (Or set up a password in case it’s your very first time).
From this view, you can:
- Reply to the message
- Attach files.
- Click on on the attached items.
- Complete questionnaires
- Complete a payment
- Sign documents
- And more.
That's it you are all done!
From now on you will be able to access any future message by entering your four-digit pin code (the one that you have previously set).
2. Setting A Password (Complete Registration) / Sign-in to Your Account.
At the screenshot below (and in all of the screenshots above as well), there’s always an option to set up a password (purple button). In a matter of fact, every message that you receive will always have the set a password or login button. This way you can easily complete your registration at your convenience.
Once you have completed your registration (set up a password), you will be able to access the entire history of communication, files, questionnaires, payments, signed documents and many more. This is your secure financial account where everything is organized and easily accessible whenever you need it.
Once you set your password, you will be able to access your account.
You can log in directly here.
Use the forgot password option (see the screenshot above), in case you have a problem to log-in or need to reset your password
3. Accessing Your Account
Once you log-in to your account, you will be able to see all of your Entities and add new ones if you want. For each Entity, you will have one or more channels. That’s where you can see your entire conversation history, files, questionnaires, signatures and the entire exchange between you and your service provider. You can easily add new channels. You can view/open folders and files, everything from one place.
We recommend to be social :) and add a profile picture to your profile, you can also edit your personal information.
You can easily send messages, files, complete tasks, add your spouse or business partner to any channel.
You can switch the Folder tab on the right-hand side to view other information like files, questionnaires, and tasks, so you can be on top of everything and access any information you want anytime.
In case you have a question or not sure how to do a certain action you can always click the support button on your top right side, and chat with one of TaxJoy’s representatives. TaxJoy provide 24/7 support.
4. How To Fill Out Questionnaires
To complete a questionnaire first you need to open the message by clicking on the button/link:
After you click the view questionnaire button, you will be redirected to a screen where you need to enter your 4 digit pin code (if it’s the first message you ever received you will be asked to set a new one)
Once you successfully entered your PIN code you will be able to view the Questionnaire request. Click on the Annual update box to get redirected to the questionnaire page, that’s where you can complete filling out your questionnaire.
Filling out questionnaires is pretty straight forward, answer all required fields and upload available documents. Make sure you have all the information in so you can finish it and send it back to your CPA (another service provider). You can also upload files or send specific answers directly inside your account.
At the end of the questionnaire, click the finish button.
That’s it! You are all done.
You will also get an email confirmation letting you know your CPA ( service provider) received it.
5. Adding A Business / Service Provider Account
If you manage a business, you can easily set up another account to manage employees, vendors, limited partners etc..
Business clients can delegate access to their service providers (CPA/accountant/Bookkeeper) so they can collect W-9s or distribute K-1s/W-2s/1099s and other forms to limited partners, employees, and vendors on their behalf.
Add a new account by click add an account below the profile.
Select the account type you would like to add:
That’s it, now you can switch to a new account other than your personal one, and manage your business financials as well.
You can always switch back between your personal account and your business one.
In case you have any questions, you can always send us a direct message via the platform by clicking the support button. (see screenshot below)
Or email us at firstname.lastname@example.org