Joy for accountants

Software for accounting firms: clients, documents and filing dates in one place

Name: Joy Work OS
Price: 39.99 ILS
Author: Neos Tech Ltd

Document collection, FATCA/CRS forms, invoices and signatures — in the browser, nothing to install.

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In accountants’ mode Joy speaks the firm’s language: "accountant" instead of "lawyer", and the areas the firm works in — money, clients and documents — come first in the menu.

The client gets a form with the list of documents the report needs, uploads them and signs. The firm sees what has arrived and what is missing, and a task with a due date opens for every filing.

A document-collection form for the client, with a signature field
FATCA/CRS: classification and a W-9, W-8BEN or W-8BEN-E form
Invoices and accounting documents
Export to the unified-format file (1.31) and to Hashavshevet, and push to Rivhit and Priority

What it looks like in Joy, in accountants mode

1FATCA/CRS forms: the client’s classification and the form that fits — W-9 or W-8
2The form builder: a form that collects the documents for the annual report, with a signature field
3The firm’s invoices and accounting documents

Captured from Joy itself, in the field’s mode, with demo data — no real client data appears.

What you get

A document-collection form for the client, with a signature field
FATCA/CRS: classification and a W-9, W-8BEN or W-8BEN-E form
Invoices and accounting documents
Export to the unified-format file (1.31) and to Hashavshevet, and push to Rivhit and Priority
Tasks and due dates for every client
The client signs digitally from a phone

How to start

Open an account and choose "accountants"The words and the menu adapt to the firm.
Import the clientsFrom an Excel or CSV file, in the migration centre.
Send a documents formThe client fills it in, uploads and signs; the firm sees what is missing.

Guides for accountants

W-9 or W-8BEN: which FATCA form does the client needHow to choose between Forms W-9, W-8BEN and W-8BEN-E for a client: who is a US person, the substantial presence test, en…Collecting documents for the annual tax report — without the chaseHow an accounting office collects the annual-report documents from clients without dozens of calls: a list per client ty…

Questions

How much is it?

At the launch offer, ₪39.99 per user per month before VAT (₪47.19 including VAT); the first month is free, and the price is locked for 12 months for everyone who joins by 31 January 2027. Every module is included.

What is "accountants mode"?

One choice in the settings: the words on screen and the order of the menu adapt to the field. The data itself does not change, and you can switch modes at any time.

Does Joy replace the bookkeeping software?

No. Joy runs the work with the clients — documents, forms, signatures and tasks — and exports to the bookkeeping software.

Last updated: 15 October 2026.

Try Joy in your own work

The first month is free, with every module — no credit card and nothing to install.