I have built out the conditional organizer in such a way that my client interactions should only be advisory and value-adding in nature as opposed to information and document gathering. I don’t have to come back to software to send a particular organizer to a particular client.
With TaxDome we’ve been able to gather client management and job management in one place: communicate with clients, store data, create organizers to obtain data from clients, assign tasks to our team. It’s been a game changer.
manager and sales tax associate at Tax Man To You, LLC
I have millennial clients, everyone is pretty into technology. I’ve had fantastic feedback on the mobile app. I love that I can send organizers through the portal. I recorded a Loom video that explains how to use organizers. With video instructions, clients are able to fill it out whenever it’s convenient for them.
one of the partners at Carter Cook CPAs
Create tax organizers customized to your clients
Make use of various organizer features to gather and sort client data. Send 1 or 10,000 at just the right time, either manually or automatically, and receive timely notifications when they’re completed.
Top-notch client service
Implementation & team training included
Personalized support and assistance to ensure your firm’s success. Learning a new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:
- The knowledge base
- TaxDome Academy
- TaxDome community
- Premium support
- Free advanced team training