Client management

Effortless client data collection with customizable tax organizers

Collecting client information shouldn’t slow you down – scale client onboarding with fully customizable, digital questionnaires. Automate intake forms, eliminate endless email chains, and keep everything in one secure place — so you spend less time chasing documents and more time focusing on your clients.

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Automate client data collection – gather essential information easily

Prepare and send tax organizers whenever you need to collect client information. With these secure, tailored questionnaires you eliminate endless email exchanges. Gather tax return details, onboard new clients, and collect other client information effortlessly.

Work smarter – assign tasks automatically

Automatically assign or remove account tags based on client responses in organizers, optimizing onboarding and similar tasks.

Automate onboarding with seamless workflows

Simplify the onboarding process for new clients by automating tasks like gathering basic information through organizers and signing engagement letters.

Create tailored questionnaires and save as templates

Whether you’re working with corporate, bookkeeping, or personal tax clients, Organizers adapt to your needs. Use pre-built templates or customize your own to standardize your processes and collect the right data every time.

Get all your questions answered

Secure and hassle-free experience for your clients – faster responses for your firm

The best organizers are those clients complete. TaxDome’s organizers provide a frictionless experience — answers auto-save, forms work on any device, reminders are automated, and returning clients don’t have to re-enter data.

Easy data collection wherever your clients are with mobile apps

Quickly gather information by allowing clients to easily complete organizers on their desktop or mobile devices with iOS and Android apps.

Fewer irrelevant questions, faster completion

Simplify organizer completion by using conditions to hide irrelevant questions. This way, clients see only the questions that apply to their specific situation.

Ensure faster turnaround with pre-filled data

Let your long-time customers pre-populate information that doesn’t change from year to year, such as date of birth, SSN, and more.

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The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

Tatsiana Bender,
CPA

"I have built out the conditional organizer in such a way that my client interactions should only be advisory and value-adding in nature as opposed to information and document gathering. I don’t have to come back to software to send a particular organizer to a particular client."

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Brittany Pullin,
manager and sales tax associate at Tax Man To You, LLC

"With TaxDome we’ve been able to gather client management and job management in one place: communicate with clients, store data, create organizers to obtain data from clients, assign tasks to our team. It’s been a game changer."

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Michelle Cook,
one of the partners at Carter Cook CPAs

"I have millennial clients, everyone is pretty into technology. I’ve had fantastic feedback on the mobile app. I love that I can send organizers through the portal. I recorded a Loom video that explains how to use organizers. With video instructions, clients are able to fill it out whenever it’s convenient for them."

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Heidi C.,
CEO at an accounting firm

"TaxDome has eliminated so many of my tracking spreadsheets and freed up so much time for me. The client portal is a serious upgrade from what I was using before as well."

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Frequently asked questions

What is a tax organizer?

Tax organizers are digital questionnaires that allow your team members to conduct client intake, request documents, and capture important details in just a few clicks. Send your clients short and secure organizers with the pre-fill function that will roll forward their previous answers, reducing data entry and providing a successful client experience.

Organizers can be used for bookkeeping, client intake, client satisfaction — or any other question-and-answer form you may want your clients to complete.

Do I have to create organizers from scratch?

Not at all – TaxDome has a library of templates that your team can use to speed up client service. 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 the answer format that best suits the question — radio buttons, checkboxes, multiple choice, etc.

Can I customize an organizer so that it prompts questions based on answers to certain questions?

Yes, you can employ conditional logic so that answers to specific questions determine the subsequent questions a client will see.

How do I know when a client has finished filling out an organizer?

You’ll get a notification. If you synced 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.

Additionally, through automation dependency, you can have additional actions triggered when the organizer is complete. Your client can receive a, “We received your documents” email and your admin can receive a task to “review client docs”. All the above examples are just that, examples, and can be fully customized to your firm’s needs.

Can my clients complete an organizer on a mobile device?

Yes, they can fill in organizers on the go from their mobile phone in the browser or on the native mobile apps for iOS or Android. 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.

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