All Collections
For Tax Pros
All you Pros out there... This one's for you! ; p

Connecting with Stripe
How To Enable Desktop Notifications
Pro Best Practices
What is Taxfyle?
Who can become a Taxfyle Pro?
How much can I expect to earn?
How do I get paid?
Is it free to register with Taxfyle?
How can I start working with Taxfyle?
How do I pick up jobs?
What are my responsibilities as a provider?
What is my relationship with Taxfyle?
Is there an experience requirement?
Is my Pro account set up to pick up opportunities?
Haven't received job opportunity email notifications?
What if my client isn't responding?
What if there's more work to be done than what was originally indicated?
When is it appropriate to close a job?
Can I call or email the client?
Can I remove unresponsive clients?
Document permissions functionality
How can I delete documents?
What if my client stops responding but I've completed the return?
How should I handle suspected fraud?
What is considered prohibited conduct?
What are the penalties for engaging in prohibited conduct?
How does Taxfyle know if I'm soliciting?
What happens if I'm flagged for engaging in prohibited conduct
What if I've identified additional services I can provide my client?
What happens if my client wants to e-mail or call me outside the Taxfyle platform?
How do I get paid?
How often am I paid?
How can I make sure my Stripe account is connected to the Portal?
What happens to my payment if the client is refunded?
There is an issue with payments made to my account or lack thereof.
How can I change the bank account to which my Stripe is linked?
Question about how to do something in Stripe