For Tax Pros

Connecting with Stripe

Setting up your Pro account with Stripe

Written by Success Team
Updated over a week ago

How To Enable Desktop Notifications

Written by Success Team
Updated over a week ago

Pro Best Practices

Reference these best practices to set yourself (and your clients) up for success at Taxfyle!

Written by Success Team
Updated over a week ago

What is Taxfyle?

The future of the accounting firm

Written by Success Team
Updated over a week ago

Who can become a Taxfyle Pro?

CPAs and EAs

Written by Success Team
Updated over a week ago

How much can I expect to earn?

The sky's the limit!

Written by Success Team
Updated over a week ago

How do I get paid?

Complete your setup to get paid for the jobs you complete

Written by Success Team
Updated over a week ago

Is it free to register with Taxfyle?

Joining the Taxfyle network is 100% free

Written by Success Team
Updated over a week ago

How can I start working with Taxfyle?

What you need to do

Written by Success Team
Updated over a week ago

How do I pick up jobs?

Accepting opportunities within the Taxfyle platform

Written by Success Team
Updated over a week ago

What are my responsibilities as a provider?

Expectations when working within the Taxfyle network

Written by Success Team
Updated over a week ago

What is my relationship with Taxfyle?

Pro's engaged within the Taxfyle network do so as independant contractors

Written by Success Team
Updated over a week ago

Is there an experience requirement?

Only need to maintain the proper credentials

Written by Success Team
Updated over a week ago

Registering with Taxfyle

How to register with Taxfyle

Written by Success Team
Updated over a week ago

How do I upload my information?

Uploading is the easy part, gathering the information may take some time...

Written by Success Team
Updated over a week ago

What if I don't have/can't find the information needed to register?

Registration info requirements

Written by Success Team
Updated over a week ago

When will I be granted access to the Tax Pro Dashboard?

Dashboard access

Written by Success Team
Updated over a week ago

How many jobs can I accept?

Simultaneous jobs - Job limit

Written by Success Team
Updated over a week ago

I registered as a Tax Professional, but my information wasn't saved.

Registration errors / lost information

Written by Success Team
Updated over a week ago

Is my Pro account set up to pick up opportunities?

Let's verify what workspace you're in...

Written by Success Team
Updated over a week ago

Haven't received job opportunity email notifications?

Job opportunity notifications

Written by Success Team
Updated over a week ago

What if my client isn't responding?

My client isn't replying to me

Written by Success Team
Updated over a week ago

What if there's more work to be done than what was originally indicated?

More forms than anticipated

Written by Success Team
Updated over a week ago

When is it appropriate to close a job?

Closing jobs - When to close a job - How to close a job - Requirements to close a job

Written by Success Team
Updated over a week ago

Can I call or email the client?

Communicating (chatting) with clients

Written by Success Team
Updated over a week ago

Can I remove unresponsive clients?

My client isn't responding/replying

Written by Success Team
Updated over a week ago

Document permissions functionality

Things to know

Written by Success Team
Updated over a week ago

How can I delete documents?

Deleting documents

Written by Success Team
Updated over a week ago

What if my client stops responding but I've completed the return?

Unresponsive clients

Written by Success Team
Updated over a week ago

How should I handle suspected fraud?

Fraud, Identity theft, Fake ID, Suspicious activity

Written by Success Team
Updated over a week ago

What is considered prohibited conduct?

Conduct never allowed while working with Taxfyle

Written by Success Team
Updated over a week ago

What are the penalties for engaging in prohibited conduct?

Banned from Taxfyle indefinitely

Written by Success Team
Updated over a week ago

How does Taxfyle know if I'm soliciting?

Detection and monitoring controls

Written by Success Team
Updated over a week ago

What happens if I'm flagged for engaging in prohibited conduct

Account will be inspected for quality control

Written by Success Team
Updated over a week ago

What if I've identified additional services I can provide my client?

Reach out to the Success team for additional services

Written by Success Team
Updated over a week ago

What happens if my client wants to e-mail or call me outside the Taxfyle platform?

Any communication outside of the platform is disallowed

Written by Success Team
Updated over a week ago

How do I get paid?

Complete your setup to get paid for the jobs you complete

Written by Success Team
Updated over a week ago

How often am I paid?

Taxfyle pay schedule

Written by Success Team
Updated over a week ago

How can I make sure my Stripe account is connected to the Portal?

Confirming your Stripe integration

Written by Success Team
Updated over a week ago

What happens to my payment if the client is refunded?

Client refunds

Written by Success Team
Updated over a week ago

There is an issue with payments made to my account or lack thereof.

Payment discrepancy

Written by Success Team
Updated over a week ago

How can I change the bank account to which my Stripe is linked?

Deposit of earnings - Bank account

Written by Success Team
Updated over a week ago

Question about how to do something in Stripe

Stripe questions

Written by Success Team
Updated over a week ago

How can I regain access to the dashboard?

Lost access - reinstatement of access

Written by Success Team
Updated over a week ago

How can I improve my rating/reputation?

Bettering your reputation

Written by Success Team
Updated over a week ago

How can I increase my job limit?

Job limit - reputation - more jobs

Written by Success Team
Updated over a week ago

How/when do I get rated?

Ratings - when and how

Written by Success Team
Updated over a week ago

Does Taxfyle provide tax preparation software?

About Taxfyle software

Written by Success Team
Updated over a week ago

Do I have to use my own tax software?

What are your software options

Written by Success Team
Updated over a week ago

Are there any e-filing fees with the Taxfyle tax preparation software?

E-filing fees

Written by Success Team
Updated over a week ago

How long does the Taxfyle software license last?

Life of license

Written by Success Team
Updated over a week ago

Does Taxfyle offer Errors & Omissions insurance?

Errors & omissions insurance

Written by Success Team
Updated over a week ago

Do I need insurance?

Errors & omissions insurance

Written by Success Team
Updated over a week ago