Welcome to the Taxfyle Best Practices Guide

Refer to the best practices shared in this guide to make the most of your experience as a Pro on the platform. Take a look at the Pro Web Series at the bottom left of this page for video walkthroughs.

Intro to Taxfyle​
​​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​​
What You Should Know Before Getting Started
​​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​
Getting Started​
​Policies and Procedures​
​​Background Check​​
​​Stripe Payments​
​Security​
Work Portal - Updated Platform
​What is the Work Portal​
​Homepage Layout​
​Navigating your Account​
​Profile User Account​
​Billing​
​Notification Preferences​
​Switch Workspaces​
​Documents​
​Teams​
​Reputation​
Jobs Dashboard
​Chat​
​Using Mark Down​
​Notes Feature​
​Milestones​
​Job Details​
​Collaborators​
​Documents Section​
​Closing Out A Job​
​Accepting and Completing Opportunities​
​Opportunities - Accepting Engagements
​Job Overview​
​Preferences​
​Availability​
​Capacity​
​Deadlines​
​Active Jobs
​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​
​Prohibited Conduct
​​Solicitation​
​​False Pretense​
​​External Communication​
​Mishandling Information​
​Help Center
​Help Center​
​Conclusion
​Conclusion​