Can I call or email the client?

External communication (i.e. telephone, email, in-person, etc.) is strictly prohibited. The chat messaging system and consultations are the primary tool for communication while working within the Taxfyle platform. All communication and documents shared are end-to-end encrypted to maintain a high-level security.

We strictly prohibit solicitation to our customers and communication through other channels as this limits the engagement communication records. Pros suspected of communicating externally will have their account flagged for quality control and potential indefinite suspension.

While there may be extraordinary circumstances where a phone call is necessary, it's expected that Taxfyle Success team be notified of the situation so approvals may be made and contact information shared.