What you need to know to become a Taxfyle Pro
To get started with Taxfyle, follow these steps:
- Complete Registration:
- Visit the Taxfyle Apply page and click "Become a Taxfyle Pro".
- Fill out required information & provide applicable compliance documents
- If you accidentally create more than one account, let the Taxfyle team know through the Pro Support Page so they can give you access to the right profile.
- Complete Onboarding:
- After documents have been reviewed, you will be send a background check to be completed
- Once background check is completed, you will be prompted to login with your Worklayer account and will be asked to complete profile setup
These steps will help you get started smoothly with Taxfyle as a tax professional.