Accessing My 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.