Straight answers. Clear next steps.
Start with the public answer, use the linked resource when you need detail, and move private information into the secure organizer or portal.
Questions clients and firms ask first.
Getting startedWhat can ProTax help with?+
ProTax supports individual and business tax-return preparation, bookkeeping, catch-up and cleanup work, notice organization, and related services. CPA firms can use ProTax Services, Private ERP, or Hybrid by engagement.
Getting startedHow do new clients start?+
Use the secure organizer without a password. Choose every service, person, entity, year, and bookkeeping period that applies; answer only relevant questions; review the exact work plan; then submit.
Getting startedCan I request tax and bookkeeping together?+
Yes. One organizer can include multiple services, years, entities, and periods. Each requested service still receives a separate work area, checklist, status, and review trail so records do not mix.
Client portalWhere is the client login?+
Use Client Login in the website header or open app.protaxservice.online/client-login. Clients see only their own requests, documents, messages, status, and approved deliverables.
Client portalWhere should I send tax documents?+
Use the secure organizer or client portal. Do not send SSNs, bank details, tax returns, statements, or notices through public P.R.O.T.O. chat or ordinary email.
BookkeepingWhat is the difference between monthly bookkeeping, catch-up, and cleanup?+
Monthly bookkeeping keeps current periods complete on an ongoing basis. Catch-up completes periods that were not done. Cleanup corrects existing records that may be inaccurate, unreconciled, duplicated, or set up incorrectly. Some engagements need both catch-up and cleanup.
CPA firmsWhere is the CPA firm portal?+
Choose CPA Login in the website header or open app.protaxservice.online/login. That route is for authorized firm and ProTax team accounts; clients use the separate Client Login.
CPA firmsCan a CPA firm keep work in-house?+
Yes. A Private ERP workspace is designed for the firm’s own permitted team and clients. Hybrid allows the firm to keep work private by default and approve only selected engagements for ProTax services.
CPA firmsWho completes final review and e-filing for a CPA-firm engagement?+
For ProTax Services and Hybrid engagements routed through a CPA firm, the firm’s CPA retains final review, client delivery, and e-filing responsibility unless a separately approved agreement clearly says otherwise.
SecurityDoes ProTax automatically pull Fiverr orders?+
Not currently. Fiverr does not provide ProTax with an authorized public order-sync API. Fiverr clients enter an order reference in the secure organizer; ProTax staff verifies it without collecting a Fiverr password or scraping the account.
SecurityWhat can P.R.O.T.O. do?+
P.R.O.T.O. can explain public services, recommend a resource, clarify organizer steps, help route a user to the correct secure action, and offer human handoff. It should not receive private tax data in public chat or make an individualized tax eligibility decision.
SecurityAre the dashboard examples real client accounts?+
No. Public dashboard examples are illustrative and use synthetic data. They demonstrate workflow and role visibility without exposing a real client or production account.
ResourcesAre the templates really free?+
Yes. The ProTax templates and checklists in the resource center download without an email gate. They are organizational tools and do not replace current forms, calculations, or professional advice.
ResourcesHow are federal updates verified?+
ProTax resource pages link directly to the responsible agency—usually IRS.gov or FinCEN.gov—and show a last-reviewed date. State and local rules require separate jurisdiction-specific verification.
ResourcesDoes a tax extension also extend payment time?+
Generally, no. A federal extension provides more time to file, while payment is generally due by the original filing deadline. Confirm the current rule and facts with IRS guidance or a qualified professional.