Organizers (Basic): View History/Audit Trail

You’ll always be able to see what took place with an organizer. TaxDome’s audit log allows you to find out when…

• …an organizer was created by a team member or client.
• …an organizer was viewed by a client.
• …a client started to fill out an organizer.
• …a team member made changes to an organizer.
• …an organizer was resent.
• …an organizer was submitted by a team member or a client.
• …an organizer was sealed or unsealed by a team member.

To view an organizer’s history, go to Organizers in the client account profile, click on the three-dots icon to the far right of the organizer’s name, or inside the organizer itself, then click Audit Trail.

You’ll always be able to see what took place with an organizer. TaxDome’s audit log allows you to find out when…

• …an organizer was created by a team member or client.
• …an organizer was viewed by a client.
• …a client started to fill out an organizer.
• …a team member made changes to an organizer.
• …an organizer was resent.
• …an organizer was submitted by a team member or a client.
• …an organizer was sealed or unsealed by a team member.

To view an organizer’s history, go to Organizers in the client account profile, click on the three-dots icon to the far right of the organizer’s name, or inside the organizer itself, then click Audit Trail.