What is it?
Consultations take place over video, right inside the Taxfyle portal. You and your Tax Pro can talk face to face, share your screen, and walk through documents together (no phone call or outside meeting link required).
Getting Started
Booking a Consultation
Select the Advisory service and fill out a short questionnaire describing what you'd like the consultation to cover. Then choose the length of your session: 15 minutes, 30 minutes, or an hour. After checkout, you'll be prompted to choose the times you're available.
Your Tax Pro then picks a time from your availability that works for both of you.
Tip: Select Add to calendar to save the consultation to Google Calendar, Outlook, or Apple Calendar.
To change your availability after booking, select Update Availability and choose new times.
Note: Update Availability is only available up to 24 hours before your scheduled call. If it's no longer available and you need to reschedule, message your Tax Pro in the job chat to coordinate.
Joining a Consultation
Before the call, you can message your Tax Pro in the job chat to share context or upload any documents you'd like them to review beforehand.
Reminder: You'll get an email reminder one hour before your scheduled call. To join, select Join Call to open the meeting room in the portal. You'll be asked to allow camera and microphone access (both start turned off, so you choose when to turn them on).
In the meeting room, you can:
- Turn your camera and microphone on or off
- Share your screen
- See who else is on the call
- Leave the call when you're finished
Once you and your Tax Pro have both joined, a live transcript starts. It saves automatically to the Documents section of your job after the session ends. Note: Video calls are not recorded. Only the transcript is saved. To adjust your video and audio settings (including applying a virtual background) select the gear icon in the upper-right corner of the meeting room. It's worth testing your settings before the call starts.
To keep track of how long you've been on the call, select the three dots in the upper-right corner and turn on Meeting Timer. The timer appears in the upper-left of your screen.
Ending the call
When the consultation is over, select Leave at the bottom of the screen. Your job chat updates with a message confirming the session ended and how long it lasted. The transcript appears in the Documents section shortly afterward.
Consultations with tax jobs
If you'd like a video consultation as part of a tax job that's already underway, ask your Tax Pro to update your order to include it. Your first 15 minutes are included at no additional cost. Taxfyle Support reviews the update, and once it's approved, you'll be prompted to review it and approve any additional fees before the consultation is added.
After you accept, an Appointment section appears on your job page with the option to join the call, add to your calendar, or reschedule.
