Customizable tax organizers

Update account information from client answers in the organizer. Track the entire chain of events with population data, segment your clients and offer follow-up services based on the information they provide.

Automatically assign or remove account tags based on client responses in organizers to optimize onboarding and similar tasks efficiently. For example, you can utilize tag-based conditional automation to the next stage of your pipeline. This helps make sure that tasks are given to the right team members and that your clients receive personalized messages.

Make it easier for new clients to work with your firm by automating the steps they need to take to get started. For example, provide clients with organizers to fill out basic information and then have them sign an engagement letter.

Instead of having you or an admin (that you pay) do these tasks, TaxDome can do this automatically. When the engagement letter is signed, additional automations can be triggered; you can customize the automation process to fit your firm’s specific services and goals.

Corporate clients, bookkeeping clients or personal tax clients — they all require unique question sets. Create different organizers to cover every situation your firm may require, and provide the optimal client experience. Create your own or re-use our collection of templates and customize them to your liking.

Allow your clients to conveniently fill in organizers from their desktop or mobile devices, which means that you get the information you need quickly.

Make it easier for your clients to fill out organizers by using conditions that hide irrelevant questions and sections. With conditions in place, clients no longer have to skip what doesn’t apply to them; instead, they will only see the questions that require their answers, for their unique situation.

Let your repeat and long-time customers pre-populate information that doesn’t change from year to year, such as date of birth, SSN and more. This will save time spent on data entry and result in higher client satisfaction.