For Professionals

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

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

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

Email Strings refers to email threads containing all the emails of single-subject/conversation. In case of any queries or concerns, Professional users can reach out to our Support Team for a quick resolution. 2. Navigate to “User Profile” 3. Navigate to

1. Professional users can intimate clients about Invoice generation using the billing module for prompt payment within the specified time frame. 2. Proceed to “Send Notification to Client” 3. The client will be intimated by an automated email for the

Professional users can view, modify and cancel the invoice generated by Navigating to the “Actions Button” of the applicable Invoice. To View the Invoice Professional users can view the invoice details by navigating to “Show Details” Result: Professional users can

2. Proceed to “Create New” to generate an Invoice 3. Enter the Title as per your requirement. 4. Select the applicable Job Card from the list of Job Cards generated. 5. After selection of the applicable Job Records. Cumulative Total

iFindTaxPro offers Billing Module embedded within the website which can be used to generate invoices incorporating working hours as per the Job Card. iFindTaxPro does not handle payments or payment gateway services. The invoices module can be used to keep

How to view agreements How to delete agreements