How do Consultations Work?

How do Consultations Work?

The process of using Taxfyle Tax Consultations is streamlined and user-friendly. Users create a job through Taxfyle’s platform to initiate a consultation, selecting the "Tax Consultation" option. Users can choose a schedule that aligns with their availability and preferences.

Once the job is submitted, the system routes it to a Pro based on the designated time slot. This ensures that users are connected with an expert who can address their specific needs during the scheduled consultation. The Pro will initiate the call directly through Taxfyle’s platform, providing a seamless and more secure communication channel.

Users can engage in a live, one-on-one conversation with the Tax Professional during the consultation. This real-time interaction allows for a dynamic exchange of information, enabling users to ask questions, seek clarification, and receive personalized advice tailored to their unique tax situation.

Following the phone call, a transcript is automatically generated. This transcript is uploaded to the platform, serving as a record of the discussion. Users can refer to the transcript for future reference or documentation purposes, ensuring that key insights and recommendations are readily accessible.