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Conditional sections allow you to show your clients additional groups of questions based on client responses.
Until the client responds to the impacted question or their response doesn’t fulfill the condition, the conditional section won’t appear.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
How to create a custom organizer in TaxDome: https://help.taxdome.com/article/114-custom-organizer-templates
Learn more about conditional logic in organizers https://vimeo.com/554205305
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.
Video
Conditional Sections in Organizers
Conditional sections allow you to show your clients additional groups of questions based on client responses.
Until the client responds to the impacted question or their response doesn’t fulfill the condition, the conditional section won’t appear.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
How to create a custom organizer in TaxDome: https://help.taxdome.com/article/114-custom-organizer-templates
Learn more about conditional logic in organizers https://vimeo.com/554205305
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.
