How do I know when a client has finished filling out an organizer?
You’ll get an email notification. If you sync your email—you’ll see an alert in Inbox+ and can turn it into a task right away. And the organizer will be automatically placed in Client uploaded documents.
Can my clients complete an organizer on a mobile device?
Yes, they can fill in organizers on the go from their mobile app. Even if they don’t finish it, all their changes are autosaved.
I use DocUsign for engagement letters and organizers. Do I have to continue using it?
Only if you want to, but it’s not necessary. Your TaxDome subscription includes unlimited e-signatures, engagement letters, and organizers.
Will my clients have to reenter their SSN, address, etc., every year?
It is fully up to you. Most firms have different organizers sent for onboarding clients and returning clients.
Are organizers embeddable in a website?
No, they’re secure in the portal behind a login.
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