Start after the Fiverr order
Place and pay for the service on Fiverr first. Use ProTax only for the secure intake needed to perform that order.
FOR CLIENTS · PAID MARKETPLACE ORDERS
Your Fiverr order, continued in a secure ProTax workspace.
After placing the order on Fiverr, use the secure ProTax intake for the organizer and sensitive records. Payment, order messages, revisions, and final delivery remain on Fiverr.
No Fiverr password or cookie Guided organizer Manual order verification
PRODUCT PREVIEW · CLIENT INTAKE · FIVERR SOURCESYNTHETIC SAMPLE DATA
ProTax Public previewCLIENT INTAKE · FIVERR SOURCE
Pending verificationContinue your ProTax organizer
fiverr.PAID ORDER
Secure ProTax intakeManual verification pending
SECURE ORDER CONNECTION
Continue an existing Fiverr order
- Source
- Fiverr
- Payment reported
- Paid
- Service
- Individual return
- Verification
- Pending
Your secure four-step flow1 of 4
1Connect orderCurrent2Complete organizerNext3Upload documentsPending4Track & receivePendingfiverr.SAFE ORDER INTAKE
Manual order verification—not an unofficial account connection.
Fiverr does not currently publish a self-service seller-order API that ProTax can use. The order reference you enter is treated as client-reported until an authorized ProTax team member checks the matching paid order and service scope in Fiverr.
ProTax never asks for your Fiverr password, browser session, two-factor code, or account export.Enter the order reference securely
Open the ProTax link and enter the Fiverr order reference inside the protected intake—not on this public page.
Wait for manual verification
The reference and reported payment stay pending until an authorized ProTax team member confirms the order and scope.
Your simple four-step flow
Fiverr stays the marketplace system of record. ProTax becomes the protected workspace for the tax or bookkeeping intake that supports the paid order.
Place the Fiverr order
Choose and pay for the service on Fiverr.
Open secure ProTax intake
Use the order-specific link shared after purchase, or this dedicated access path.
Complete the organizer
Enter the order reference, answer the relevant questions, and upload requested records securely.
Verify and track the work
ProTax staff verifies the order before work proceeds; marketplace actions stay on Fiverr.
Your secure ProTax work portal
Organizer answers, private document requests, ProTax work messages, e-signatures, and approved supporting files stay together. Fiverr remains the marketplace order, revision, and final-delivery record.
PRODUCT PREVIEW · CLIENT PORTAL · FIVERR-SOURCED WORKSYNTHETIC SAMPLE DATA
ProTaxFCCLIENT PORTAL · FIVERR-SOURCED WORK
In progressWelcome back, Alex
ORDER SOURCEFiverrENGAGEMENTIndividual tax return
OVERALL PROGRESS60%
Tasks & documents2 open
Order confirmed Complete
Organizer submitted Complete
Income documents 4 of 6
Review & e-sign Upcoming
CLIENT PORTAL · FIVERR SOURCE · SAMPLE
Good morning, Alex
Fiverr-sourced tax engagement60%
- Payment context Verified
- Organizer Done
- Documents 2 needed
- Review & sign Next
What supports the work inside ProTax
These tools support the tax or bookkeeping service without replacing Fiverr's order controls.
Secure Organizer
Answer guided questions and see what information is still needed.
Document Requests
Upload requested files inside the authenticated client portal.
Review & Sign
Review and sign documents when your ProTax team makes them available.
Progress Tracking
See the current stage and the next action without calling for an update.
Messages
Keep questions and answers with the correct return or bookkeeping period.
Bookkeeping Exchange
Share monthly bookkeeping records in the matching work area.
How did you connect with us?
Invited by your CPA firm
Open the original private invitation from your firm. If your access is already active, use Client Login.
- Open the invitation from your firm
- Create your secure client access
- Start the assigned organizer
Ordered directly through Fiverr
Use the dedicated handoff to identify the order and begin the correct organizer.
- Enter the order reference securely
- Confirm the matching service
- Keep Fiverr communication and delivery on Fiverr
FAQ
Frequently asked questions
Does ProTax automatically pull my Fiverr orders?
Not today. Fiverr does not publish a self-service seller-order API for this workflow. Enter the order reference inside secure ProTax intake and an authorized team member will verify it in Fiverr.
Will ProTax ask for my Fiverr password?
No. Never share your Fiverr password, browser cookie, session token, two-factor code, or account export with ProTax.
Where do I enter my Fiverr order details?
After the paid order exists, use the secure ProTax order-intake link. Enter the reference inside the protected intake, not on this public page or inside an ordinary email.
Can an email notification create a verified order?
No. An email alert can be delayed, duplicated, changed, or spoofed. If ProTax adds notification parsing later, it will create only an unverified alert; a team member must still confirm the order in Fiverr.
Where should I upload documents?
Upload documents only after entering the secure client organizer or portal. Do not send them through ordinary email.
What stays on Fiverr?
Marketplace payment, Fiverr messages, revisions, and final Fiverr delivery stay on Fiverr. ProTax uses its portal for the organizer, sensitive records, and work-specific requests.
Can I track progress?
Yes. After ProTax verifies the reference, the portal can show open requests and the current ProTax work status.
What if I was invited by a CPA firm?
Use the invitation from your CPA firm instead of the Fiverr order path so your work is connected to the correct relationship.