Intro to Taxfyle
The Basics
What is Taxfyle
Taxfyle Services
Workspaces
Benefits of Working with Taxfyle
Higher Earning Potential
Career Independence
Transparency
Eliminating Overhead Costs
Client Access
Exclusive Benefits
Independent Contractor
Attempting any Prohibited Conduct will result in Permanent Ban
Monitoring
Tax Preparation Software
Quality of Work and Communication Matter
Join an Existing Workspace
Worklayer Platform
Policies and Procedures
Background Check
Stripe Payments
Security
What is the Work Portal
Homepage Layout
Navigating your Account
Profile User Account
Billing
Notification Preferences
Switch Workspaces
Documents
Teams
Reputation
Chat
Using Mark Down
Notes Feature
Milestones
Job Details
Collaborators
Documents Section
Closing Out A Job
Accepting and Completing Opportunities
Job Overview
Preferences
Availability
Capacity
Deadlines
Navigating the Job Details Dashboard
Managing your Active jobs
Step 1: Introductions
Step 2: Data Gathering and Preparation
Step 3: Good Communication, Feedback and Advice
Withholdings
Estimated Payments
Health Insurance
Incorporating / Organizing
Filing Additional Years and States
Bookkeeping
Installment Payments
Step 4: Engagement Wrap-up
Job Transfers
Cancellation Fees
Solicitation
False Pretense
External Communication
Mishandling Information
Help Center
Conclusion