How to modify or cancel an appointment
The easiest way to modify your appointment time is through the confirmation email you received after scheduling your appointment.
In your email, search for “Confirmed: Initial Meeting with Tax Expert”. This is an automated email sent through our scheduling tool (Calendly). At the bottom of the email, you can click “Make changes to this event:” where you can easily cancel or reschedule your appointment.
Unable to locate the appointment confirmation email? Email us at email@example.com with your name, appointment date, and time. We will cancel your appointment and you can re-book online.
How to join your virtual appointment
FileSimple uses Zoom as our secure platform to conduct meetings virtually. This article discusses how to join your meeting through Zoom.
This video, from Zoom, demonstrates how to join a meeting
What is Zoom
Zoom is an online tool used to conduct video and audio meetings. Zoom is secure, reliable and easy to use - making it the top choice by FileSimple. You can learn more about Zoom here .
How to join your online Zoom meeting
Meeting with your Tax Expert is easy. Choose whichever method is most convenient for you.
1. Through your computer
Simply click the link in the calendar invitation you received after scheduling your appointment. This will direct you to your online meeting.
2. On your smartphone through the Zoom app
Simply click the link in the calendar invitation you received after scheduling your appointment. This will direct you to download the Zoom app on your smartphone, where you can join your online meeting.
3. Call in with your phone
Simply call the dial-in number provided in the calendar invitation you received. When prompted, enter the meeting ID also provided in the calendar invitation.
For more help on how to join your virtual appointment visit Zoom help.
How to upload your tax documents
FileSimple uses ShareFile as our platform to securely share and store files. This article discusses how to upload a document on ShareFile.
This is a demonstration of how to upload a document:
What is ShareFile
ShareFile is a cloud-based file sharing service that enables users to easily and securely share documents. ShareFile implements the same security measures as banks and is used securely by some of the largest companies around the world.
How to upload
Login to your client account here.
Access your folder from the left hand panel (Folders > Shared Folders > ‘Your Name’)
Drag and drop the file to upload in the appropriate sub-folder. OR click the circle (‘+’) and click upload.
How to message your Tax Expert
The best way to communicate with your Tax Expert is through your FileSimple account using our encrypted messaging system.
Login to your account using your username and password
On the left panel, click Inbox to expand
Click either Sent or Received to view your messages
Click Compose in the top right corner to send a message