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Sometimes firms need to ask clients the same questions about their family members, businesses, etc.
The easiest way to do that is to send them an organizer to complete – but editing the number of sections for each client is time-consuming, so we added the ability to copy sections.
Now when the client fills in the questionnaire, they can copy the section to enter info about another family member, business, year, etc.
They can also copy sections as many times as they need.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
To learn more about creating organizers in TaxDome, visit our Help Center: https://help.taxdome.com/article/132-customizable-organizers
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com
If you haven’t heard of TaxDome, join our daily demo to see automations in action: 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: taxdome.com/webinars
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm
Video
Copy Sections in Organizer
Sometimes firms need to ask clients the same questions about their family members, businesses, etc.
The easiest way to do that is to send them an organizer to complete – but editing the number of sections for each client is time-consuming, so we added the ability to copy sections.
Now when the client fills in the questionnaire, they can copy the section to enter info about another family member, business, year, etc.
They can also copy sections as many times as they need.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
To learn more about creating organizers in TaxDome, visit our Help Center: https://help.taxdome.com/article/132-customizable-organizers
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com
If you haven’t heard of TaxDome, join our daily demo to see automations in action: 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: taxdome.com/webinars
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm
