How do I know when a client has finished filling out an organiser?
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 organiser will be automatically placed in Client uploaded documents.
Can my clients complete an organiser on a mobile device?
Yes, they can fill in organisers 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 organisers. 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 organisers.
Will my clients have to reenter their NI number, address, etc., every year?
It is fully up to you. Most firms have different organisers sent for onboarding clients and returning clients.
Are organisers embeddable in a website?
No, they’re secure in the portal behind a login.
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