All Collections
For Tax Pros
Doing the Work
Can I call or email the client?
Can I call or email the client?

Communicating (chatting) with clients

Success Team avatar
Written by Success Team
Updated over a week ago

External communication (i.e. telephone, email, in-person, etc.) is strictly prohibited. The chat messaging system is the primary tool for communication while working within the Taxfyle platform. All communication and documents shared are end-to-end encrypted to maintain a high-level security. 

We strictly prohibit solicitation to our customers and communication through other channels as this limits the engagement communication records. Pros suspected of communicating externally will have their account flagged for quality control and potential indefinite suspension.

While there may be extraordinary circumstances where a phone call is necessary, it's expected that Taxfyle Pro Success team be notified of the situation so approvals may be made and contact information shared. 

Did this answer your question?