Taxfyle Pros

General info for pros

• What if my B2C client stops responding but I've completed the return?
• What if my client isn't responding?
• Document Permissions Functionality
• Is my Pro account set up to pick up opportunities?
• How To Enable Desktop Notifications
• Haven't received job opportunity email notifications?
• Connecting With Stripe
• Pro Best Practices
• How Do I Upload My Information?
• How should I handle suspected fraud?
• Do I need E&O insurance?
• How/when do I get rated?
• How can I increase my job limit?
• How can I regain access to the dashboard?
• How do I get paid?
• How often am I paid?
• How can I change the bank account to which my Stripe is linked?
• There is an issue with payments made to my account or lack thereof.
• What happens to my payment if the client is refunded?
• What is considered prohibited conduct?
• What happens if my client wants to e-mail or call me outside the Taxfyle/Worklayer platform?
• What if I've identified additional services I can provide my client?
• What happens if I'm flagged for engaging in prohibited conduct
• What are the penalties for engaging in prohibited conduct?
• How does Taxfyle know if I'm soliciting?
• How much can I expect to earn?
• Is it free to register with Taxfyle?
• Is there an experience requirement?
• How do I pick up jobs?
• Can I call or email the client?
• When is it appropriate to close a job?
• How can I delete documents?
• What if there's more work to be done than what was originally indicated?
• What are my responsibilities as a provider?
• What is my relationship with Taxfyle?
• Registering with Taxfyle
• Who can become a Taxfyle Pro?
• How many jobs can I accept? | Taxfyle Help Center
• Do I have to use my own tax software?
• What if I don't have/can't find the information needed to register?
• How can I start working with Taxfyle? | Taxfyle Help Center
• Are there any e-filing fees associated when working with Taxfyle clients?
• How do I edit my Pro account?