Join the Taxfyle Network: How to Register and Get Started
Are you a tax professional looking for exciting opportunities and a supportive platform to enhance your career? Joining Taxfyle is a simple and straightforward process that allows you to access a wide range of benefits and connect with clients who need your expertise. Let's walk through the steps to register with Taxfyle and kickstart your journey.
Sign Up and Complete the Onboarding Questionnaire:
To begin the registration process, navigate to the Taxfyle Pro Apply page and fill out the onboarding questionnaire provided on the website. Remember, your application won't be considered complete until you've provided the following documents and completed the questionnaire:
- Government-issued ID: Prepare a copy of your driver's license, passport, or any other valid identification document.
- Proof of EA Credential (if applicable): If you hold an Enrolled Agent (EA) credential, ensure you have the necessary documentation to verify it.
- Proof of CPA license (if applicable): If you hold a CPA license, ensure you have the necessary documentation to verify it. We verify this using CPAVerify.org
- Proof of active PTIN: Obtain your PTIN renewal letter from the IRS or take a screenshot of your IRS PTIN Account as proof of an active Preparer Tax Identification Number.
- Proof of EFIN (optional): If you plan to e-file client returns, you'll need an Electronic Filing Identification Number (EFIN). Provide an e-file acceptance letter from the IRS or a screenshot of your IRS E-file application account.
You have the option to upload these documents while completing the application or submit them afterward.
Confirmation and Document Review:
Once you've submitted your onboarding request and provided the necessary documents, the Taxfyle Pro team will connect with you, usually within a week. Please be aware that during peak periods, there may be some delays in processing.
Our team will review and verify the submitted documents to ensure compliance with our requirements. As part of the verification process, you will be asked to undergo a background check conducted by Checkr. This check helps maintain a secure environment within the Taxfyle network. Typically, background checks take between 1 to 7 business days to complete.
Stay in the Loop:
We understand that you may be eager to get started, and we're here to keep you informed throughout the registration process. If you ever want to check the status of your registration or need an update, feel free to reach out to our dedicated Pro Support Team. We're here to support you and ensure a smooth onboarding experience.