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​

​Pro Portal - General Overview

• ​What is the Pro Portal​​

• ​Profile​

  • ​Managing your Profile​

  • ​Managing Notifications​

  • ​Enabling / Disabling Sound​

  • ​Switching Workspace​

  • ​Logging Out​

• ​​Accepting and Completing Opportunities​

• ​Tax Pro Chat​

• ​Document Sharing​

  • ​Naming your Document​

  • ​Signing your Document​

  • ​Incorrect Upload​

• ​Reputation​

• ​Promotions​

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​

​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​