For Professionals

Table of Contents

1. To get started

3. Proceed to Sign Up if you are a new professional intending to join our website 4. To Sign up as a professional complete the form with all the requisite details (Email ID, First Name, and Last Name)        Enter

Read More »

2. How to Update Professional Details?

Professional Users can update their Professional Details by navigating to the User Profile under the heading My Account. 2. Navigate to “Professional Profile” 3. Continue to edit the requisite information as per your requirement and proceed to “Send to Review”

Read More »

3. How to login?

2. Proceed to Sign In if you have already created an account and reset the password. 3. You will be redirected to our log-in page to enter your credentials. Proceed to enter the registered email id and password to log

Read More »

4. How to access Marketplace?

2. Professional Users can navigate through projects based on their current status. New Projects: Displays the projects listed by Entities/Individuals requiring financial or allied services Interested Projects: Displays the projects to which the professional has expressed positive interest in rendering

Read More »

5. How to respond to projects listed by clients?

2. Click on  + to expand the Project Details 3. Professionals may peruse the description of services sought and may prefer to communicate further with the prospective client by expressing a positive interest or may proceed to decline the same. Professional

Read More »

9. How to use Invoices Module for each Project

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

Read More »

10. How to generate Invoice

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

Read More »

11. How to view, modify and cancel an Invoice

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

Read More »

13. How to use Email Strings?

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »