Taxfyle Pro Best Practices Guide
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Welcome to the Taxfyle Best Practices Guide
Intro to Taxfyle
What You Should Know Before Getting Started
Getting Started
Work Portal - General Overview
Opportunities - Accepting Engagements
Active Jobs
Prohibited Conduct
Help Center
Conclusion
Pro Web Series
Navigating the Portal
Employment Status and Expectations
How Payment Works
Workspaces
Client Interactions
Some House Rules
Additional Content
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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
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Intro to Taxfyle
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Contents
Intro to Taxfyle
What You Should Know Before Getting Started
Getting Started
Work Portal - Updated Platform
Jobs Dashboard
Opportunities - Accepting Engagements
Active Jobs
Prohibited Conduct
Help Center
Conclusion