Scale client onboarding with fully customizable, digital questionnaires. No more clunky PDFs, no ‘generic’ organizers or long back and forths to get the information you need.
Corporate clients, bookkeeping clients, personal tax clients — they all require different question sets.
Create different organizers to cover every situation your firm may require, and ensure optimal client experience.
Add automated actions to send specific organizers to clients in pipelines. Set up your workflow and create a foolproof process.
Simple, clear instruction. Great interface, accessible from their desktop or mobile device to ensure you get the information you need quickly.
The Tax Organizer provides client information to you and your team in a clear and concise manner. It’s impeccably organized and easy to work with.
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.