How to Let Your Clients Create Organizers

You can let clients create organizers on their own.
In order to make the process easier, they can use your templates (although they won’t be able to add questions).

Learn more: https://help.taxdome.com/article/483-organizer-visible-to-client-explained

Check out our course on How to Use Organizers http://academy.taxdome.com/course/how-to-use-organizers/start

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

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

You can let clients create organizers on their own.
In order to make the process easier, they can use your templates (although they won’t be able to add questions).

Learn more: https://help.taxdome.com/article/483-organizer-visible-to-client-explained

Check out our course on How to Use Organizers http://academy.taxdome.com/course/how-to-use-organizers/start

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

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