Your Professional Profile [Top of Page]

Under the profile tab, you can update your professional background, professional photo, and your interests (i.e. accounting, personal tax).

Only your name, credentials, number of questions answered and average rating will be shown publicly.

Your interests are used to determine which types of customer questions and job requests you are emailed.

It is recommended to keep most of them checked but you can make adjustments if you desire.

Your Account Inbox [Top of Page]

Under the inbox tab, you can see question notifications, job notifications, customer messages, video chat requests, uploaded file notifications and when your offers have been accepted. You will be emailed all of these notifications but this will help you track questions and job requests.

Note that it is possible that a customer will direct a question or job specifically to you. This can happen if the customer requests your services or you contributed to the Knowledge Base which can be found in the questions tab.

Questions [Top of Page]

Each time a customer submits a question, you will be sent a question notification email with the details. To answer the question or send a message to the client, simply reply with your answer/message. By answering the question, you will have an opportunity to be hired by the client or other clients for a full service engagement (i.e. tax preparation, business consulting, financial planning). Each answered Knowledge Base question will be displayed publicly which will enhance your online reputation as well as generate new leads. You can also view and answer the questions in the questions tab of your portal.

Jobs [Top of Page]

Under the Jobs tab, you can see a complete list of open jobs, jobs with your active offers, your accepted offers, and your expired offers. In addition, you can click on the jobs detail, review your offer, send a message, schedule a video chat, upload a file or send a fax, mark a job completed and review customer feedback.

Submitting an Offer [Top of Page]

You will be sent a "Job Notification" email detailing the client's service request, type (i.e. personal tax), budget, timeline, and state of residence and whether the client is new or existing. In the email, there will be a direct link to click to submit an offer or send a message/schedule a video chat. After clicking the link and logging in, you will be brought to a screen similar to the one detailed below for you to submit an offer. You can also upload a document or send a fax at any time. For instance, you may need to upload a document or send a fax when having a client sign a letter of engagement prior to accepting your offer.

The minimum offer is $10. Note that the estimated delivery time is an estimate of how long it will take you to complete the job. It is wise to leave yourself extra time in case they accept your offer during an unexpected time. Use the "offer expires in" feature as a way to manage your schedule.

Adjusting an Offer [Top of Page]

There maybe instances in which the scope of work changes after you submit your offer and prior to acceptance. The scope may have changed because the customer provided more clarity or additional information after you submitted your offer. If so, you are entitled to adjust your offer. Simply go to the "My Active Offers" tab and click the adjust offer button as detailed below and provide a reason for the adjustment.

Submitting a Message or Conducting a Video Chat [Top of Page]

Prior to submitting an offer, it may be necessary to request additional information from the potential client which you can do by submitting a message or scheduling a video chat. If your computer doesn't have a webcam to support the video chat, the audio function will still work.

You will be notified via email whenever a customer submits a message or requests a video chat and you will be provided with a direct link to respond.

Marking Your Job Completed [Top of Page]

You will be sent an email notification when your offer has been accepted. There will be a link in the email to login and to mark you job completed.

Uploading a File or Sending a Fax [Top of Page]

You can submit an attachment at any time by clicking the "Files" tab for each job request. You can also send a fax to 866-991-3665 which will be sent to the client.

Also, note that if the customer uploads a file, you will be notified via email and the attachment will be included.

Paypal Payment [Top of Page]

You will be sent a link in a payment notification email from Payal. If you do not have a PayPal account, you can sign up for a free account to receive the money. If you would like to transfer the money from your paypal account to your bank account it is free unless you use a non-U.S based bank. Please make sure you include your Paypal email address in your profile tab.

How often do I get paid?
You will receive payment via paypal on the 1st and 15th of every month.

Do I pay taxes on proceeds?
As an independent contractor, we will provide you a 1099 only if you earn over $600 in the calendar year as per (IRS tax laws).

Measuring Professional Performance [Top of Page]

Customer Ratings
Customer rate each professional's answer based on a 1 (Worst) to 5 (Best) scale. Factors the customer may incorporate in their rating are completeness, clarity, timeliness, affordability.

Customer Comments
The customer may also provide a comment with regards to their experience with that professional.

# Of Question Answered
We will consider the number of questions each profesional answers as well as jobs completed in assessing overall performance as well. However, it should be noted that customer rating and comments will be looked at more closely.
All of these factors will be used to determine if an professional's commission % per accepted question will increase or if a cash bonus payment is necessary.

Contributions to the Knowledgebase
If a professional contributes a significant number of answers to the knowledgebase and users express positive feedback indicated by a large number of votes, BIDaWIZ may also send a cash bonus to the professional.

Knowledgebase [Top of Page]

Get Recognized
The Knowledgebase portal allows professionals to answer questions to better showcase their knowledge to potential new customers that are interested in the premium service. Any new customers that value the professional's answer can request to use just their services.

The Knowledgebase can be accessed after the professional logs into their account and clicks the questions tab located on the leftside.

Marketing [Top of Page]

Blogging and Spreading the Word
We highly recommend that you try to spread the word and promote BIDaWIZ through blogs, social networks (Facebook, Twitter, Myspace etc.) and your other contacts.

You can also follow bidawiz's twitter account, facebook profile, and blog which is updated daily.