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Re-use prior answers in organizers.
Better client experience: less time spent on data entry & organizers completed faster.
Pre-fill button checks if the client completed answers to the same question before, rolling them forward.
Learn more about organizers in TaxDome: https://client-help.taxdome.com/article/26-tax-organizer
Download TaxDome Client Portal mobile app on iOS & Android:
https://apps.apple.com/us/app/taxdome/id1472202357
https://play.google.com/store/apps/details?id=com.taxdome
Video
Client Portal: Pre-fill Organizers
Re-use prior answers in organizers.
Better client experience: less time spent on data entry & organizers completed faster.
Pre-fill button checks if the client completed answers to the same question before, rolling them forward.
Learn more about organizers in TaxDome: https://client-help.taxdome.com/article/26-tax-organizer
Download TaxDome Client Portal mobile app on iOS & Android:
https://apps.apple.com/us/app/taxdome/id1472202357
https://play.google.com/store/apps/details?id=com.taxdome
