For Clients

Table of Contents

1. To get started as a User

1. Visit our website https://ifindtaxpro.com/ 2. Click on “Post a Job” You will get navigated to the page below to fill out the details. 3. Enter your Email address 4. Enter First Name & Last Name 5. Enter Entity Title

Read More »

2. To create a new account 

2. Navigate to “Create an Account” 3. Enter the requisite details (Name, Email Address and the required Password*) (Please note: Password should contain a minimum of 8 characters including upper- and lower-case letters, numbers and special characters) 4. After you

Read More »

4. How to activate your account

1. After successful registration, we will send you an automated confirmation email to your registered email id. To activate your account, click on the link provided in the email. 2. You will be redirected to a new window to login

Read More »

6. How to login to our website

1. Visit our website https://ifindtaxpro.com/ 2. Click on “Sign In” to access your account 3. Proceed to enter your registered username and password in the input fields and proceed to click on “Log In” 4. Every time you log in

Read More »

7. How to Add Marketplace Project

The marketplace is a convenient platform to engage accounting professionals from across the globe at affordable and feasible rates. 1. Users can “Add Marketplace Project” from the Navigation pane 2. Proceed to enter all the requisite details including the Title

Read More »

8. How to access Marketplace Projects

1. Navigate to “Marketplace Projects” from the Navigation Pane 2. Users can view all the projects, active and completed projects from the tabs. My projects : Will list out the projects which are created by you (It includes all Done

Read More »

9. How to edit/modify Project Details

1. Users can update the “Project Title” as per the requirement and proceed to Save Changes. 2. Navigate to “Open Project” 3. A new window will be opened in the new tab automatically. 4. Users can proceed to update the title

Read More »

11. How to Hire a Professional?

Professional Accountants worldwide can respond to your project by expressing their interest to work with the user. How to view the list of professionals who have expressed positive interest 1. A system-generated email notification will be sent to the registered

Read More »

14. How to change project status?

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

Read More »

18. Initial Interview

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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.

Read More »

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

Read More »

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

Read More »