Maintaining Professional Communication: Staying Within the Taxfyle/Worklayer Platform
As tax professionals working with Taxfyle, it is crucial that we uphold the highest standards of professionalism and adhere to the guidelines set forth regarding communication with clients. To ensure the integrity of our platform and protect the interests of all parties involved, it is essential that all communication remains within the Worklayer platform. Read on to understand why this policy is in place and how we can address any concerns.
Preserving a Communication Trail:
Taxfyle provides an efficient and secure in-app messaging tool specifically designed to track and preserve a transcript of the job conversation and job history log. By conducting all communication within the platform, we ensure a comprehensive record of the engagement. This not only serves as a valuable reference for future discussions but also protects both tax professionals and clients in case of any disputes or misunderstandings.
Upholding Platform Integrity:
Engaging in external communication outside of the Worklayer platform compromises the integrity of our platform. It undermines the transparency and security measures we have put in place to safeguard client information and ensure a fair and reliable experience for all users. By strictly adhering to the policy of communicating solely within the platform, we maintain the trust and confidence of our clients and reinforce the professionalism of our tax services.
Reporting Violations:
If a client expresses a desire to communicate through email or phone calls during the engagement, it is important to respectfully decline and inform the Taxfyle Pro Success team immediately. We will take appropriate action and reach out to the client to reinforce the guidelines and explain why external communication is not allowed. By promptly reporting any violations, we contribute to the overall integrity and security of the Taxfyle platform.
Seeking Solutions:
We understand that as tax professionals, there may be instances where it seems more convenient or efficient to communicate directly with clients outside the platform. Rest assured that we are actively exploring solutions to address this issue and enhance the communication experience within Taxfyle. While this feature is not currently available, we are committed to continuously improving our platform to meet the evolving needs of our tax professionals and clients.
Conclusion:
As tax professionals working with Taxfyle, it is our responsibility to uphold the highest standards of professionalism and abide by the communication guidelines set forth by the platform. By conducting all business-related communication within the Taxfyle platform, we preserve a comprehensive record, maintain the integrity of the platform, and ensure a secure and transparent experience for all users. Together, we contribute to the success and professionalism of the Taxfyle community.