Regaining Access to the Dashboard: Restoring Your Taxfyle Privileges
As a tax professional on Taxfyle, access to Worklayer may by limited or blocked based on several factors such as:
1) Updated PTIN or credentials for current year
Pros who have not provided us a current year PTIN or active preparer credentials will have their access blocked as not in compliance. Please provide this to your tax Pro manager or submit via the PTIN submission form
2) Client feedback or Low Ratings
Maintaining a positive reputation is crucial for continued access to the platform's dashboard. If you have lost access rights due to a poor reputation, don't worry. There's still a chance to regain your privileges. Here's what you need to know:
Understanding Access Removal
Tax Pros who fall below a cumulative average rating of 3 stars after completing their first five jobs may have their access rights temporarily removed. This action is taken to ensure the quality and professionalism of the Taxfyle community. If this happens to you, don't panic—there's a process in place for reinstatement.
Assessment by the Taxfyle Pro Management Team
Once your access rights have been removed, the Taxfyle management team will thoroughly review the engagement transcripts and assess the fairness of the ratings provided. They will carefully evaluate the reasons behind the low ratings and determine if they were unjust or unreasonable. The management team's decision regarding the reinstatement of your access rights will be based on this assessment.
Steps to Regain Access
If you have lost access to the dashboard and believe that the client ratings were unjust, you have the opportunity to present your case. Follow these steps to initiate the process:
- Formal Explanation: Craft a formal explanation of the matter, clearly outlining your perspective and reasons why you believe the client ratings were unfair. Present your arguments in a professional and respectful manner.
- Contact Taxfyle Pro Support: Reach out to providers@taxfyle.com, addressing your email to the Taxfyle support team. Include your formal explanation, providing all necessary details and supporting evidence. Be sure to include relevant information such as client interactions, engagement specifics, and any extenuating circumstances that may have influenced the ratings.
- Await Review and Decision: The Taxfyle management team will carefully review your case and consider the information provided. They will assess the reasonableness of the client ratings and determine if there are grounds for reinstating your access rights. Please note that the decision rests with the Taxfyle management team, and their judgment is final.
Conclusion
While losing access to the dashboard due to a poor reputation can be disheartening, Taxfyle provides a fair process for potential reinstatement. By contacting Taxfyle Support with a formal explanation, you have the opportunity to present your side of the story and provide any evidence that supports your case. The Taxfyle management team will carefully review your situation and make a decision based on the fairness of the client ratings. Remember to remain professional, respectful, and provide a compelling argument for why you believe the ratings were unjust.