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You can hide an organizer from the list if you’re not planning to use it in the near future by archiving it.
But if you need it later, you can find it in the Archived tab and make it active again.
When you archive an organizer in your list, it automatically archives for a client as well and disappears from their Active organizers’ list.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
To learn more about 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
How to Archive Organizers
You can hide an organizer from the list if you’re not planning to use it in the near future by archiving it.
But if you need it later, you can find it in the Archived tab and make it active again.
When you archive an organizer in your list, it automatically archives for a client as well and disappears from their Active organizers’ list.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
To learn more about 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
