Work Portal - General Overview
This page summarizes the updated features and functionality of the new Work Portal.
What is the Work Portal
We've released an updated version of the Pro Portal that we're calling, the Work Portal! This section will illustrate all the new features and accessibility on how to best navigate the Work Portal to set you up for success. We'll go through some detailed screenshots and new updates that will help make your connection with clients on the platform more seamless than ever. You can also reference this blog post to show you the simplified functionality of the Work Portal compared to our previous portal.
Homepage Layout
Work Portal Homepage
The Work Portal is a web based (mobile friendly) application used to access and connect with Taxfyle customers, accept job opportunities, and manage ongoing engagements. You will gain access to thousands of on-demand clients by logging in to the Work Portal through your mobile device or desktop. You may accept, personal and business, income tax preparation engagements and see details for a job, as well as how much you will earn for completing the work. You will communicate with your clients through the Taxfyle encrypted messaging system which provides a safe and transparent working environment for both yourself and the customer. From the Work Portal, you may track payments received and anticipated for work performed.
Navigating your Account
Work Portal Account Menu
Once you log in to the Pro Portal, you’ll be prompted to complete your profile general information. Taxfyle promotes a personalized tax filing experience to our customers. Your name and profile pic will be displayed to your client when working on the engagement. Once you update the necessary fields in your general Profile, you may begin accepting opportunities.
After you have been granted access to the provider portal, you may enter through the shared URL. Please note that your access to the portal will be limited until your administrator assigns your Role and Skills.
Logging Out
You can log out of the portal by accessing the profile icon at the bottom left corner of your screen. Simply click on the menu, then click on “Log Out”. This will log you out of Worklayer. Logging in will require that you visit the site and click “Log In”.
Profile User Account
You can manage your account details from the icon at the bottom left of the screen. Selecting “General” under User Account will allow you to edit the following:
- Profile Picture
- First Name
- Last Name
- Email Address
- Phone Number
Please note that the email address within the profile management section is the email address in which you will receive notifications. Changing this email address will not change the email address that you use as your username to log in to Taxfyle.
Manage User Account
Calendar Integration
There's now the option to link up your calendar so that you don't miss a deadline for the Taxfyle jobs you acquire. The Work Portal currently has calendar integration for the following platforms:
- Google
- Apple
- Outlook
- Office 365
Just be sure to click on the desired calendar integration option from within the Work Portal and follow along to ensure it's connected accordingly. You can also reference this link for a walkthrough of the integration process.
Billing
Manage Payout Method
Part of the process of registering with Taxfyle involves connecting with a Stripe account for payout purposes. Stripe is a third party payment platform through which payout for completed services is processed and issued to Tax Pros in our network. All Pros are required to connect with Stripe in order to view the Opportunities section and pick up available jobs. Management of a Pro's Stripe account can be handled via "Billing" under the User Account section of the Work Portal.
Notification Preferences
Manage System Notifications
Managing Notifications
You can manage your notification preferences by clicking the "Notifications" section under the User Account menu. From the notifications screen, you can enable and disable different email/push notifications for the relevant workspace by clicking on the desired checkbox.
Notification Sidebar
You can click on the Notification bell icon from the dashboard sidebar to view any new notifications that appear for your job(s).
Please note that managing notifications is on a per workspace basis and only related to desktop and emails. Updating notification preferences will have no impact on iOS and Android Worklayer notifications. Those notifications can be managed directly from the mobile app and general mobile settings.
Switch Workspaces
Switch Between Applicable Workspaces
In the event you are involved in more than one workspace, you will be able to use the matrix icon of the dashboard sidebar to switch between portals. This feature will only be available if you're a part of multiple workspaces. The default workspaces that all Pros are assigned once registered are the Taxfyle and Onboarding workspaces.
The Taxfyle space is where we receive on-demand client requests for tax services while the Onboarding space is for Pro registration requests only. The opportunities that come through Onboarding are exclusively Pro onboarding requests from tax providers looking to join our platform. Once a Pro has been registered, this workspace is no longer pertinent to them unless they need to update any expired certification documents (CPA/EA License, PTIN, EFIN, or ID). For more information on gaining access to additional workspace opportunities, you can contact the Taxfyle Support Team.
Documents
The Taxfyle platform allows clients and Tax Pros to share relevant documents that remain encrypted both in transit and at rest. All shared documents must be transmitted through the Taxfyle platform and there is no exception for document sharing outside of the provided methods. Taxfyle encryption safeguards all sensitive customer information from being intercepted by third parties with potentially malicious intent.
Manage Document Uploads
Naming your Document
It’s recommended that any document submitted to your client be clearly named. Any Document sent from a Tax Pro should include the client’s first and last name as well as a description defined in the title of the document.
Signing your Documents
Signed and executed documents should indicate said status to avoid confusion with earlier drafts.
Incorrect Uploads
It’s very important that Tax Pros double check what is being uploaded before submitting anything to the client. For those with multiple jobs open with Taxfyle, make sure you don’t confuse documents and accidentally share sensitive client information with the incorrect user. Documents uploaded in error can be deleted within the info section of the document panel.
Teams
Create a Team
Tax Pros are encouraged to create a team on their profile to allow for any of their associates to assist them with their jobs on the platform. You can do this by going to the Teams icon on the main Work Portal sidebar and selecting Create a Team. You would be the owner of the team and:
- Have the authority to invite any associates to join via email
- As an Admin, Pro, or Guest
- Pick up jobs as a team so that your members all have linked access to those jobs
- Have a shared payout method so that compensation for completed jobs go to the Stripe account associated with that team
Keep in mind that any invitees would need to be licensed CPAs or EAs in order to communicate within any given engagement they're involved in and go through the Pro registration process before working on any jobs you or they pick up. If you have associates engaged in preparing returns that aren't CPAs/EAs, that is okay so long as you are the only one logging in the Work Portal and communicating with clients. If you have questions about the set up of your team, contact the Taxfyle Support Team. Creating a team would also help with getting you more opportunities on the platform since it lets us know you have the workforce to handle more returns.
Reputation
After a job has been completed, both the Tax Pro and Client will be asked to rate each other. Ratings provided by both parties are private and are used by Taxfyle management to monitor individuals within the platform.
It’s important that your rating of the client be fair, as there may be implications for future jobs submitted by that client. In general, poor ratings are expected only for clients that are unreasonably rude and unpleasant throughout the engagement. Disorganization, lack of responsiveness and/or unreasonably excessive inquisitions may also be considered when rating the individual. Please note that clients will not have access to their own rating. Jobs with poorly rated clients may be reviewed by the Taxfyle Pro Success team.
Similarly, clients will be asked to rate their Tax Pro once the job is marked complete. Tax Pro reputations are tracked internally and will not be visible to the client. You will be able to see your current rating within the Pro Portal’s ‘Reputation’ dashboard. Please note that Tax Pros falling below the predetermined cumulative average rating (4 stars) after their first five jobs are subject to review by the Taxfyle Pro Success Team, and may have their access privileges revoked. The Taxfyle Success Team will assess the reasonableness of the ratings provided and at their discretion, may limit that Tax Pro’s access. If you have lost access rights because of a poor reputation, you may reach out to [email protected] with a formal explanation of the matter and why you believe the client ratings were unjust.
Job Ratings
You can view your ratings clients leave you on closed jobs. If you go to your Completed Jobs tab, select a closed job, then click on the View Ratings link under the job title to view your rating.
Last modified 1yr ago