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.
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."
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."
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."
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."