Onboarding Guides

To help you get started, we've created a series of guides to help guide you on how to use the platform.

Request Job Scope Changes

Learn how to request modifications to a tax job's scope and follow the status of your updates.

Learn how to contact Taxfyle Pro support by filling out and submitting a detailed support request form.

Learn how to schedule a client call, review onboarding tasks, and manage documents within a tax job workspace.

Learn how to browse, express interest, and manage your status in outsourcing opportunities on the platform.

A guide on how to add a new payout method and receive payments through Taxfyle with Stripe.

In this guide you'll learn how to customize your notification settings and edit your profile to keep your information up to date.