For Clients

28. How to add an Auditor?

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

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27. How to add an Advisor?

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

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26. How to add Sub – User?

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.

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25. Billing Module

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

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24. Tasks

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

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23. Entity Agreements

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

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22. Personal Agreements

1. Navigate to Personal Agreements from Entity Dashboard 2. Browse or Drag &Drop to upload the agreements (You can upload the documents by locating the files stored on your desktop and uploading them or you can drag and drop the

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21. All Correspondence

All correspondence serves as a combined conversation module incorporating all the correspondence sent and received in an account, categorizing it into user, entity, point, and interview rooms thus helping in easy navigation through the different conversation strings. 2. Navigate to

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20. Calendar

You will also have a monthly calendar that allows you to view your current month’s filings that are due as well as view the next 12 months in advance to see the filing requirements as well as their due dates. To access the

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19. Compliance Plan

Once the Initial Interview has been completed, we will be able to begin setting up your Compliance Plan. Your Compliance Plan encompasses all of your filing requirements and due dates for all Compliance Points including your Federal, State, Local, and

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