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The Worklayer Platform

Learn about the Worklayer, how it integrates with Taxfyle, and how you can use it to get work done.

The Worklayer Platform

Worklayer is a powerful tool that can be used to route work to available Taxfyle professionals. With a given Workspace and using our Legends, you'll be able to keep work organized and submit work requests to be completed by the Taxfyle network.

Core Concepts

When working in the platform or via the API, you'll run into the following concepts:

  • Workspaces are customized environments within the platform where all resources like Users, Jobs, Teams, and Roles are housed. Our team will create a Workspace for you and set up the basics for you to get started.

  • Members are your workspace users. You'll see the terms used interchangeably. Members could be users coming from your platform, Taxfyle Pros, or the user associated with your API client. They are restricted by roles and permissions configured in your workspace.

  • Jobs contain information about the work that needs to be done. This is where collaborators work together to complete the Job, where relevant documents live, and where extra details about the Job can be found.

Next steps

Last updated on June 22, 2022