What happens if my client wants to e-mail or call me outside the Taxfyle platform?

In the event a client wishes to call or e-mail you to conduct business during the engagement, you must respectfully decline. Taxfyle has developed an in-app messaging tool to track and preserve a transcript of the job conversation and job history log. By engaging in external communication, the integrity of the platform is compromised which is not acceptable. Please inform the Taxfyle Success team and we will reach out to your client to inform them this conduct is not allowed. We do understand as professionals, sometimes it's easier to get on the phone and discuss business matters. We're actively looking for solutions to address this issue, but this feature is not currently available.