Clients have the Option to Select their Preferences to Work with Professional Users (Licensed professionals) and as well as Professional Support Users (Non-Licensed Professionals) as “Interested to Work With “, So that these projects will be visible/displayed based on client
2. Delete the circle by entering the confirmation code and clicking on submit. The circle will be deleted from the system.
1. Under Professional circles create < New ProfesssionalCircle < Enter the Circle Name and Click on Create. 2. Add users to the circle and Save 3. Once users are added to the circle click on the “New Project” button to
1. Click on Marketplace Projects 🡪 New Tab. 2. Expand the projects and it shows the Referred Professionals Name and details under the Project 3. Click on “Hire Professional “ and the Professional will get hired for the Project. 4.
1. Navigate to Entity Dashboard 2. Click on + to expand the selection of the applicable entity. 3. Click on Add Auditor. 4. Enter the email address of the auditor registered with the IfindTaxPro website 5. Select the Compliance Points Applicable
1. Navigate to Entity Dashboard 2. Click on + to expand the selection of the applicable entity. 3. Click on Add Advisor 4. Enter the email address of the advisor registered with the iFindTaxPro website 5. Click on Access Right
iFindTaxPro users can add accounts for the personnel within an entity to give access to iFindTaxPro accounts from their unique username and password. 1. Navigate to Entity Dashboard 2. Click on + to expand the selection of the applicable entity.
1. Select the applicable entity from the list of Entities 2. Navigate to Billing Module 3. Click on Source to select the applicable entity or user(individual) 4. You can view all the invoices generated against the Entity/User (Individual) How to
Professionals & IfindTaxPro Team can add tasks for users to complete requirements & documentation. 1. Users can view all the tasks assigned by navigating to Tasks in the Entity Dashboard Panel 2. All the tasks assigned by our IfindTaxPro Team
iFindTaxPro Team & Hired Professionals can upload agreements to the account linked to an End User which would enable them to view all the agreements at one single location. How to view Entity Agreements 1. Select the applicable entity from