Taxfyle maintains a number of procedures that work to ensure proper background checks are conducted on professionals looking to join the network. Pros submit a formal application through the Taxfyle website and provide information relevant to their identification, experience, and credentials. With this, Taxfyle maintains an encrypted database of submitted applications in order to track Pros interested in joining the network. In order for Pros to complete their registration, Taxfyle requires adequate proof of the following:
Government issued ID
Proof of active PTIN
Proof of EFIN
In addition to the above documents, Taxfyle also verify's their Pro license through trusted third party organizations. Provided the requisite documentation, Taxfyle ensures that Pros operating within the platform not only meet the stringent requirements necessary to hold a professional designation, but that they pass the IRS's suitability check as well. This includes a credit check, tax compliance check, a criminal background check, and a check for prior non-compliance with IRS e-file requirements. Once all documents are provided to the satisfaction of Taxfyle, Pros may be granted access to Taxfyle opportunities.
Taxfyle maintains a list of all Pros within its database to track their license expiration dates as well as all the additional documents noted above. Registration must be renewed at the end of every calendar year by providing proof of updated PTIN indicating authority to file as a paid preparer for the approaching tax season.
While working within the platform, clients are prompted to rate their Pro based on a 5 star scale, with 5 being a great job. Should a Pro's average rating fall below a 3.5 after the completion of their first 5 jobs within the platform, they will lose access to any additional opportunities.
Pros engaging within projects on the platform accept sole responsibility for the proper resolution of tasks for which they have been engaged. Pros working with Taxfyle operate under the industry's professional standards and are obligated to provide the utmost service for their clients.