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Customizable Organizers

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.

Fit for every situation

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.

Automate onboarding

Add automated actions to send specific organizers 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 organized

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.

Frequently Asked Questions

  • Do I have to create organizers 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 organizers are customizable. You can choose how your clients will answer: via radio buttons, checkboxes, multiple choice, etc.
  • Can I customize an organizer 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 organizer?

    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 organizer will be automatically placed in Client uploaded documents.
  • Can my clients complete an organizer on a mobile device?

    Yes, they can fill in organizers 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 organizers. 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 organizers.
  • Will my clients have to reenter their SSN, address, etc., every year?

    It is fully up to you. Most firms have different organizers sent for onboarding clients and returning clients.
  • Are organizers 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.