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
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
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
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
The initial Interview section, which is a compliance interview serves as a permanent folder for current and future registration and other documents. Users are requested to complete the Initial Interview section by answering each question. It is important to answer all of
In case of any queries or concerns related to Entity, Users can reach out to our Support Team for a quick resolution. You will also receive all the messages to your email account and will have the convenience to view and
Email Strings refer to email threads containing all the emails about a single subject/conversation. In case of any queries or concerns, Users can reach out to our Support Team for a quick resolution. 1. Navigate to “My Account 2. Navigate
To hire another Professional during an ongoing project, Users have to UNHIRE the existing professional How To UNHIRE a hired professional? 1. Click on Marketplace projects to view the projects 2. Navigate to the All-projects tab. All the active projects
1. Navigate to marketplace projects from the navigation pane. 2. Navigate to the Hired Projects Tab 3. Proceed to expand the applicable project details by clicking on 4. Proceed to “Open Project Page” 5. Proceed to Change the Status of
IfindTaxPro offers an Invoice Module embedded within the website which can be used to view invoices generated by Professionals for the services rendered. IfindTaxPro does not handle payments or payment gateway services. The Invoices module can be used to keep