Taxfyle Pros: Doing the Work

Taxfyle Pros: Taxfyle Pro Payments

Taxfyle Pros: Onboarding Questions

Errors and omissions (E&O) insurance will cover your company, or you individually, in the event that a client holds you responsible for...

As the summer busy season is wrapping up, we wanted to share with you some of the highlights from 2021 and some promising insight as we...

At the end of the day, your continued success is in everyone’s best interest, be it financial freedom, investment capital, retirement, etc.

So you’ve just joined Taxfyle and are looking to expand your book of business, or maybe you’re looking at Taxfyle as a way to make extra...

We are on track for making this our best tax season to date thanks to the incredible efforts of you and the rest of our growing Pro network.

As the summer busy season is wrapping up, we wanted to share with you some of the highlights from 2021 and some promising insight as we...

The past 18 months have caused seismic shifts in consumer habits and the way we work.

Are you looking for an additional $5K in part-time income next tax season? How about $25K? What if you could commit full-time and make....

Tax professionals have the ability to be their own boss now more than ever before.

Finding the right course and taking it seriously could drastically improve your tax preparation practice.

You not only have until May 17 the file your taxes — you also have until that date to make contributions to your IRA.

2020 was a disruptive year in so many ways, and for some of us, that meant moving between states.

The American Rescue Plan includes a tax break on unemployment benefits.

2020 brought about many new tax changes as the U.S. government aimed to get aid to people, primarily through tax credits.

The Child Tax Credit, which is available every year, received an overhaul for 2021 to get more help to families who need it.

We know that the burning question in the back of all of your minds is: How long does the IRS have to audit me?

You Get Extra Time to File Your Taxes! (Don’t Get Toooo Excited, Now)

The IRS will agree to work with you to set up a payment plan so the liability can be paid off with minimal hardship.

Understanding the differences and commonalities between bookkeeping vs accounting can help your business’s financial strategy.

Accounting can be a highly lucrative career but it comes along with a variety of challenges.

Taxes aren't something you want to experiment with. Especially as a business owner! Click here to learn about filing small business taxes...

The third COVID relief bill — titled the American Rescue Plan Act of 2021 — has now been signed into law.

If you have an Android, this video will show you how to download the Worklayer app on your mobile device.

Whether you're about to pick up your first retail job, or you haven't used the workspace since the previous tax season, this video can help. Together, we'll go through each section of Worklayer's retail workspace so that you can get the most out of being a Taxfyle Pro.

If you want to understand how to use your Worklayer workspace, this video can help you. Together, we go through each section of the page so that you can get the most out of our platform.

Now that you've finished the final task for your open job, it's time to wrap things up. In this video, you'll learn how to close a job on Worklayer.

On top of being able to manage your existing jobs, Worklayer has additional content. This video shows you how to access helpful links on our platform.

If you want to learn how to access your Worklayer account online? This video guides you step-by-step.

Stay up to date with Worklayer updates while you’re online. Learn how to turn on notifications in your browser with this video.

Make sure you don’t miss any updates by setting up notifications for Worklayer. Use this feature to toggle your preferences.

Want to see the money you earned in your bank account? We use Stripe to process payments for our Tax Pros. Follow the steps in the video to set up your Stripe access in Worklayer.

Everyone enjoys a friendly face. Follow the steps in this video to upload a picture of yourself on Worklayer.

Are you having trouble with our platform? Or maybe you have a question you need answered. This video shows you how to access our Help Chat so you can get the answers to your questions.

Forgot your password? Don’t worry! Here’s how you can reset your password so you can get back to picking up jobs and filing taxes quicker.

Learn how to start picking up jobs when you enter Worklayer, our job management platform. You can see each job’s details, deadline, and payout before you accept the work.

Need to refresh your memory? We have a library of videos to help you understand CCH Access Tax for individual returns.

Get the most out of CCH Prosystem fx when you file individual returns. Our tutorials can guide you through each of Prosystem’s features.

Stay up to date with CCH Prosystems fx’s suite of services for business tax filing. Learn how to use this software through our helpful videos.

Integrate yourself with UltraTax’s different services. Follow the helpful videos to get a better understanding of the software for filing individual tax returns.

If you want to learn more about using ProConnect to file business tax returns, this series of videos can help. Our tutorials allow you to learn more about this tax software.

Get a quick overview of ProConnect through our videos. Our library can help you learn more about using ProConnect to file individual tax returns.

Learn how to use SurePrep’s leadsheets to create a tax preparation checklist Excel workpaper so that you have an easy, convenient tax return review checklist.

Used by tax practitioners nationwide, SurePrep is a helpful tool for tax preparation.

Catch up with Lacerte’s suite of features to file individual tax returns. Watch our videos to learn more about how to use this software.

If you want to learn more about CCH Engagement's different features, this library of videos can help.

Learn more about CaseWare’s different features. Our library of videos has helpful content so that you can make the most out of this software.