For Professionals

23. All Correspondence

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

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22. Calendar

How To access the Calendar 2. Navigate to Calendar 3. You can navigate between months using the arrow keys 4. To Hide the calendar, click on “Hide Calendar”  5. Based on the due dates for each compliance, the Calendar tool

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21. Compliance Plan Module

Once the Initial Interview has been completed, Professionals will be able to begin setting up Compliance Plan. Compliance Plan encompasses all of the client’s filing requirements and due dates for all Compliance Points including Federal, State, Local, and international filings

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20. Initial Interview

The initial Interview section, which is a compliance interview serves as a permanent folder for current and future registration and other documents. Professional users can use the module to create Questionnaires & Initial Filing Checklists for all the necessary compliances. This would

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19. Personal Agreements

How to upload Personal Agreements by Professionals? 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 files

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18. How to Reset Forgotten Password?

3. Enter your registered email id and proceed to “Send Link” 4. An automated password reset email will be sent to your registered email id. 5. Click on the link provided in the email to reset your password 6. You

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17. How to Change Password

2. Navigate to Reset Password 3. An automated password reset email will be sent to your registered email id. 4. Click on the link provided in the email to reset your password 5. You will be redirected to our website

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16. How to leave an Ongoing Project?

Professionals may choose to discontinue a project based on their judgement. 2. Navigate to Hired Projects 3. Proceed to expand the applicable project details by clicking on 4. Click on Unhire Me to leave the Project

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15. Email String Management

How to rename an email string Subsequently, if a professional user may change the auto-generated string names according to their needs using Email String Management 2. Click anywhere outside the drop-down list to exit the drop-down list 3. Enter the

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14. How to view & delete Saved Files

To View: Attachments saved as draft or after it has been sent to IfindTaxPro Support Team, can be viewed in “Saved Files” To Delete: Users may delete the saved file using the “Bin Icon” and reconfirm the said action using

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