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Taxfyle

Integration by Taxfyle

Taxfyle’s integration with FreshBooks seamlessly transfers the most important source documents that your tax professional relies on to get your taxes started.

Available in United States

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Need Help?

Support is available via the Intercom button on the bottom right-hand corner on Taxfyle’s website.
You can also reach them at: support@taxfyle.com

About Taxfyle

Taxfyle focuses on providing its users with an upfront quote for their personal or business taxes and then pairing them with a verified CPA or IRS Enrolled Agent who will prepare their taxes for them.

How it works with Freshbooks

Your Profit & Loss Statement, Balance Sheet, and Trial Balance will automatically be transferred over to Taxfyle allowing your assigned Tax Pro to start working on your tax return.

How to Get Started

Steps to Connect:

1. Log in and connect your FreshBooks account to Taxfyle by clicking here.

2. Create a Taxfyle account.

3. Answer the questions as they relate to your business.

4. After all questions have been answered you’ll be shown the price for your job.

5. Once payment has been made, your FreshBooks reports will be synced with Taxfyle. 

 

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