Maintaining Professional Conduct: Upholding the Trust of Taxfyle
At Taxfyle, we are committed to fostering a safe and transparent environment for both our tax professionals and clients. To ensure the integrity of our platform, it is essential that we adhere to a set of guidelines that govern our conduct. Read on to understand what is considered prohibited conduct while working with Taxfyle.
Solicitation:
Taxfyle strictly prohibits any form of solicitation by tax professionals to our customers for services not communicated with the Taxfyle Pro or Success teams. If you encounter a client who may require additional services beyond the current job specifications, please reach out to our Pro Success Team through the Taxfyle Pro Support Page. We will contact the client and make the necessary adjustments to fees and job details accordingly. By following this process, we maintain a fair and transparent environment for all parties involved.
False Pretense:
It is absolutely unacceptable to accept an opportunity on Taxfyle and allow another individual to prepare tax returns or communicate with clients under your profile. We understand that some tax professionals on our platform may own their own firms and engage associates to assist in preparing returns. However, as the registered tax professional with Taxfyle, you will ultimately be held responsible for all communication and actions related to the engagement. Transparency and accountability are key in maintaining trust with our clients.
External Communication:
To ensure the privacy and security of our clients' information, all communication between tax professionals and customers must be conducted exclusively through the job chat within Worklayer. This allows for a comprehensive transcript to remain available for future reference and protects sensitive data. If a customer requests to communicate outside of the Taxfyle app, please politely decline and redirect them to the messenger tool. By adhering to this policy, we uphold the highest standards of professionalism and safeguard client information.
Information Handling:
Tax professionals are entrusted with handling all customer information transmitted through the Taxfyle platform. It is of utmost importance that this information is treated with the highest level of care and confidentiality. Mishandling or inappropriate use of customer information is strictly prohibited and will not be tolerated under any circumstances. By upholding the integrity of data handling, we protect the privacy and trust of our clients.
Conclusion:
As tax professionals working with Taxfyle, we have a shared responsibility to maintain professional conduct and uphold the trust placed in us by our clients. By adhering to the guidelines outlined above, we ensure a safe, transparent, and reliable platform for all parties involved. Together, we can provide exceptional tax services while preserving the integrity of our profession and the Taxfyle community.