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Video

How to Preview an Organizer

When creating an organizer template, you are now able to preview it.
Make sure your organizer looks and works the way you need it to: conditions, repeating sections, questions, and text fields.

Want to know everything about organizers? Take our course How to use organizers in TaxDome Academy: https://academy.taxdome.com/auth/sign/in

Learn more in Help Center: https://help.taxdome.com/article/114-custom-organizer-templates

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 Preview an Organizer

When creating an organizer template, you are now able to preview it.
Make sure your organizer looks and works the way you need it to: conditions, repeating sections, questions, and text fields.

Want to know everything about organizers? Take our course How to use organizers in TaxDome Academy: https://academy.taxdome.com/auth/sign/in

Learn more in Help Center: https://help.taxdome.com/article/114-custom-organizer-templates

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