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Quickly update your organizer for the new tax season:
You can edit your previous year organizer in organizer template instead of creating a new one.
Modifying an organizer will not affect previous organizers clients completed in the previous tax season.
After you modified an organizer, it won’t change for the clients that got it previous tax season.
If this organizer is used in automations, the updated version will be automatically sent out, and you don’t need to change anything in your pipelines.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more in our Help Center: https://help.taxdome.com/article/114-custom-organizer-templates#4
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
How to Update Organizer
Quickly update your organizer for the new tax season:
You can edit your previous year organizer in organizer template instead of creating a new one.
Modifying an organizer will not affect previous organizers clients completed in the previous tax season.
After you modified an organizer, it won’t change for the clients that got it previous tax season.
If this organizer is used in automations, the updated version will be automatically sent out, and you don’t need to change anything in your pipelines.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more in our Help Center: https://help.taxdome.com/article/114-custom-organizer-templates#4
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
