Effortless client data collection with customizable tax organizers

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. 

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.

Sure! All fields in organizers are customizable. You can choose the answer format that best suits the question — radio buttons, checkboxes, multiple choice, etc.

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

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.

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.

Only if you want to, but it’s not necessary. Your TaxDome subscription includes unlimited e-signatures, engagement letters and organizers.