For Tax Pros

Connecting with Stripe

Setting up your Pro account with Stripe

Written by Success Team
Updated today

How To Enable Desktop Notifications

Written by Success Team
Updated today

Pro Best Practices

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

Written by Success Team
Updated today

What is Taxfyle?

The future of the accounting firm

Written by Success Team
Updated today

Who can become a Taxfyle Pro?

CPAs and EAs

Written by Success Team
Updated today

How much can I expect to earn?

The sky's the limit!

Written by Success Team
Updated today

How do I get paid?

Complete your setup to get paid for the jobs you complete

Written by Success Team
Updated today

Is it free to register with Taxfyle?

Joining the Taxfyle network is 100% free

Written by Success Team
Updated today

How can I start working with Taxfyle?

What you need to do

Written by Success Team
Updated today

How do I pick up jobs?

Accepting opportunities within the Taxfyle platform

Written by Success Team
Updated today

What are my responsibilities as a provider?

Expectations when working within the Taxfyle network

Written by Success Team
Updated today

What is my relationship with Taxfyle?

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

Written by Success Team
Updated today

Is there an experience requirement?

Only need to maintain the proper credentials

Written by Success Team
Updated today

Registering with Taxfyle

How to register with Taxfyle

Written by Success Team
Updated today

How do I upload my information?

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

Written by Success Team
Updated today

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

Registration info requirements

Written by Success Team
Updated today

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

Dashboard access

Written by Success Team
Updated today

How many jobs can I accept?

Simultaneous jobs - Job limit

Written by Success Team
Updated today

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

Registration errors / lost information

Written by Success Team
Updated today

Is my Pro account set up to pick up opportunities?

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

Written by Success Team
Updated today

Haven't received job opportunity email notifications?

Job opportunity notifications

Written by Success Team
Updated today

What if my client isn't responding?

My client isn't replying to me

Written by Success Team
Updated today

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

More forms than anticipated

Written by Success Team
Updated today

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 today

Can I call or email the client?

Communicating (chatting) with clients

Written by Success Team
Updated today

Can I remove unresponsive clients?

My client isn't responding/replying

Written by Success Team
Updated today

Document permissions functionality

Things to know

Written by Success Team
Updated today

How can I delete documents?

Deleting documents

Written by Success Team
Updated today

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

Unresponsive clients

Written by Success Team
Updated today

How should I handle suspected fraud?

Fraud, Identity theft, Fake ID, Suspicious activity

Written by Success Team
Updated today

What is considered prohibited conduct?

Conduct never allowed while working with Taxfyle

Written by Success Team
Updated today

What are the penalties for engaging in prohibited conduct?

Banned from Taxfyle indefinitely

Written by Success Team
Updated today

How does Taxfyle know if I'm soliciting?

Detection and monitoring controls

Written by Success Team
Updated today

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

Account will be inspected for quality control

Written by Success Team
Updated today

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 today

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 today

How do I get paid?

Complete your setup to get paid for the jobs you complete

Written by Success Team
Updated today

How often am I paid?

Taxfyle pay schedule

Written by Success Team
Updated today

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

Confirming your Stripe integration

Written by Success Team
Updated today

What happens to my payment if the client is refunded?

Client refunds

Written by Success Team
Updated today

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

Payment discrepancy

Written by Success Team
Updated today

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

Deposit of earnings - Bank account

Written by Success Team
Updated today

Question about how to do something in Stripe

Stripe questions

Written by Success Team
Updated today

How can I regain access to the dashboard?

Lost access - reinstatement of access

Written by Success Team
Updated today

How can I improve my rating/reputation?

Bettering your reputation

Written by Success Team
Updated today

How can I increase my job limit?

Job limit - reputation - more jobs

Written by Success Team
Updated today

How/when do I get rated?

Ratings - when and how

Written by Success Team
Updated today

Does Taxfyle provide tax preparation software?

About Taxfyle software

Written by Success Team
Updated today

Do I have to use my own tax software?

What are your software options

Written by Success Team
Updated today

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

E-filing fees

Written by Success Team
Updated today

How long does the Taxfyle software license last?

Life of license

Written by Success Team
Updated today

Does Taxfyle offer Errors & Omissions insurance?

Errors & omissions insurance

Written by Success Team
Updated today

Do I need insurance?

Errors & omissions insurance

Written by Success Team
Updated today