You didn't become a CPA to spend your days chasing W-2s, emailing reminders, and manually preparing tax documents.
Yet every tax season feels heavier, more chaotic, and harder to scale.
Hours spent chasing documents and managing client communications
Repetitive data entry and document organization taking away from advisory work
Difficulty growing your practice while maintaining quality and personal touch
We automate the busywork so you can focus on what matters
serving clients, growing your firm, and getting your life back.
AI-powered tools built for CPA firms to streamline client intake and tax research with ease.
Conversational onboarding that collects client info, documents, and auto-fills draft 1040s 1065s & 1120s (coming soon).
Ask tax questions in plain English and get cited answers pulled from IRS.gov and your firm’s private knowledge base.
Instantly generate clean PDF summaries of each client intake, complete with transcripts and AI-prepped data.
From client onboarding to real-time tax research, TaxJoy automates the busywork so your firm can focus on expert advice and high-value service.
Our chatbot guides your clients step-by-step, collects their tax info, and automatically pre-fills draft IRS forms for review.
Your AI assistant understands IRS tax law and delivers cited, trustworthy answers with links to source documents.
Give your team visibility, brand your intake experience, and keep track of how clients are progressing.
Your firm wasn’t built to chase documents, dig through emails, or burn out every tax season. TaxJoy is built to fix the broken back-office so you can get back to real tax work.
Most tax pros work 55–60+ hours per week during busy season, driven by manual tasks and operational chaos not client service.
65% of tax professionals say delays and incomplete files from clients are a top bottleneck that derails deadlines and erodes trust.
Three-quarters of your firm’s time vanishes into manual data entry, client chases, and form-filling. TaxJoy recovers that time, so you can finally do the high-value work you love.
Join firms that have cut onboarding time and sped up tax research.
“At first, I was hesitant to let an AI chatbot handle our client intake interviews. After a month, TaxJoy captured every detail accurately while reducing back‑and‑forth emails by 80 percent, and now our clients complete onboarding without a single follow‑up call.”
“I doubted that an AI‑driven tool could navigate the nuances of complex tax statutes. Then I ran several research queries through TaxJoy, and it delivered precise insights in seconds that once took me hours of digging. My confidence in every filing has never been higher.”
“I did not believe onboarding and tax prep could happen in under an hour. Then I tried TaxJoy and watched our process shrink from days of manual form filling to one focused session with all documents prefilled and ready to file before lunch. It has transformed our workflow.”
Only pay for active clients each tax year — not old records.
Free your team, grow capacity, and keep more profit.
For solo CPAs and small teams getting started with automation.
Best for: 1–2 person firms ready to eliminate admin chaos
For growing firms that want to scale without hiring.
Best for: Firms adding clients and increasing efficiency fast
For high-volume firms who want maximum automation.
Best for: Firms that want to handle more clients with the same team
Billed monthly. Cancel anytime.
Active client = someone engaged for the current tax year.
Archived records are always free.
Everything you need to know about using TaxJoy pricing, features, security, and more.
Start automating client intake and tax research today with TaxJoy.