TaxJoy

Taxjoy operates a platform designed for financial services professionals, specifically targeting tax practitioners. Founded in 2017 and based in San Francisco, California, the company provides a customer relationship management (CRM) tool that enhances communication between tax professionals and their clients. By focusing on user experience and advanced data engineering, Taxjoy enables tax practitioners to make informed decisions through automated insights derived from data. The platform also includes features for secure messaging and collaborative task management, further facilitating effective client engagement and improving service delivery.