Professional guidebook

1. 1Create your free account

   Open the FinEx Pro Portal at finextaxadvisory.com/pro, choose "Create account" and enter your name, mobile number with country code, email and a password of at least 10 characters. Your password is protected in your browser before it is sent, so not even FinEx can read it. Use an email you check daily: enquiries and plan updates are linked to it.

2. 2Choose your profession and write your headline

   Pick the profession that best describes you, for example Chartered Accountant, CPA, Company Secretary, CFA, Lawyer, Tax Advisor, Customs Broker or Web Developer. Your headline is the one line clients read first. Make it specific: "US tax returns and bookkeeping for small businesses and expats" works far better than "Accountant".

3. 3Set your location and reach

   Select your country, state or region and city from the lists, then add your area or locality and postal code. Clients often search by area. Then choose who you can serve: only your city, anywhere in your country, or clients worldwide online. Choosing worldwide makes you visible in searches for other countries too.

4. 4Add your areas of work and service catalogue

   Tick up to 20 areas of work. These power the "Service" filter in search, so pick everything you genuinely offer. Then add service cards: a clear name, a two-line description and, if you like, a starting price such as "from $299" or "from ₹4,999". Clear prices increase enquiries.

5. 5Write your About section

   In 120 to 300 words, explain who you help, your experience, your qualifications and how you work. Mention the industries and problems you know best. Avoid promises of results, which professional rules in most countries do not allow.

6. 6Upload your photo, cover and gallery

   In the Photos & gallery tab, upload a professional headshot or your firm logo (square works best), a wide cover banner (about 1600 × 500), and up to 12 gallery images such as your office, team, events or certificates. Only upload images you own or have permission to use. Images are resized automatically.

7. 7Submit for verification

   Press "Submit my page for verification". Our team checks your details, usually within one to two working days. Keep your registration or membership number handy: ICAI, ICSI, ICMAI, Bar Council, State Bar, CPA board, CFA Institute, trade licence or the equivalent in your country. We may contact you to confirm it.

8. 8Go live and share your page

   Once approved, your page appears in searches for your country, city, area, profession and services, and you get a shareable link such as finextaxadvisory.com/network/pro/your-name. Add it to your email signature, WhatsApp Business profile and social media.

9. 9Receive and respond to enquiries

   Enquiries matched to you appear in the Enquiries tab of your portal. Respond within a few hours: speed is the biggest factor in winning work. Premium members are also contacted directly by phone, WhatsApp and email from their page.

10. 10Upgrade when you are ready

    Basic is free forever. Professional adds a verified badge, higher ranking, enquiry delivery and a full gallery. Premium puts you at the top of your city, shows your direct contact details and includes promotion on FinEx social channels. Indian members pay by UPI or bank transfer; international members receive a secure payment link.

Tips for a page that wins clients

• Use a real, recent photo and a complete headline. Complete profiles receive far more views.
• Choose your exact city and area. Many clients search by locality and postal code.
• List every service you really offer, and none you do not.
• Add at least three service cards with starting prices.
• Reply to every enquiry within one working day, even if only to say you will call later.
• Keep your plan active. When a paid plan ends, your page stays live on the Basic plan, but loses its badge, ranking and direct contact.
• Update your page whenever your services, prices or hours change. Changes go live immediately.

Plans at a glance

Listing rules

Please read our listing rules. In short: accurate details only, follow the ethics and advertising rules of your profession, upload only your own images, and keep client enquiries confidential.

Need help?

WhatsApp +91 75061 58414 or email [email protected] and our team will help you set up your page.