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Customisable Organisers

Scale client onboarding with fully customisable, digital
questionnaires. No more clunky PDFs, no ‘generic’ organisers
or long back and forths to get the information you need.

Fit for every situation

Corporate clients, bookkeeping clients, personal tax clients — they all require different question sets.

Create different organisers to cover every situation your firm may require, and ensure optimal client experience.

Automate onboarding

Add automated actions to send specific organisers to clients in pipelines. Set up your workflow and create a foolproof process.

Easy for your clients

Simple, clear instruction. Great interface, accessible from their desktop or mobile device to ensure you get the information you need quickly.

Impeccably organised

The Tax Organiser provides client information to you and your team in a clear and concise manner. It’s impeccably organised and easy to work with.

Frequently Asked Questions

  • Do I have to create organisers from scratch?

    TaxDome has a library of templates that our clients use to speed up their practice. You can either pick one of ours (and customize it if needed) or create a new one from scratch.
  • Can I add custom fields?

    Sure! All fields in organisers are customisable. You can choose how your clients will answer: via radio buttons, checkboxes, multiple choice, etc.
  • Can I customise an organiser so that it prompts questions based on answers to certain questions?

    You can fully automate your onboarding process to send detailed questions to clients depending on their specific use cases. See our blog post with examples here: https://blog.taxdome.com/client-onboarding
  • 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.

Don't worry,
it'll be easy.

Real people to answer your questions.
White-glove setup & onboarding.
Import tools to transition quickly.
Unlimited contacts, e-sign, storage.
Try a 2 week trial today, no credit card required.