Getting started
- Who can become a Taxfyle Pro?
- Is it free to register with Taxfyle?
- Is there an experience requirement?
- How do I upload my information?
- When will I be granted access to the Tax Pro Dashboard?
Working with Clients
- Can I call or email the client?
- What if my client isn't responding?
- Can I remove unresponsive clients?
Picking up Jobs
- How do I pick up jobs?
- How can I increase my job limit?
- Is my Pro account set up to pick up opportunities?
- Haven't received job opportunity email notifications?
Managing Jobs
- When is it appropriate to close a job?
- What if I've identified additional services I can provide my client?
- How can I delete documents?
Getting Paid
- How do I get paid?
- How often am I paid?
- How much can I expect to earn?
- How can I make sure my Stripe account is connected to the Portal?
- How can I change the bank account to which my Stripe is linked?
Policies and Conduct
- What is considered prohibited conduct?
- What are my responsibilities as a provider?
- What happens if my client wants to e-mail or call me outside the Taxfyle platform?
- What happens if I'm flagged for engaging in prohibited conduct
- Does Taxfyle offer Errors & Omissions insurance?