Sending an Organizer Manually

Once you have prepared the organizer, you are ready to share it with a client to gather all the needed info from them. In TaxDome, you can do that in a few clicks!

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system

Learn more about organizers in our Help Center: https://help.taxdome.com/article/132-customizable-organizers#16

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​.

Once you have prepared the organizer, you are ready to share it with a client to gather all the needed info from them. In TaxDome, you can do that in a few clicks!

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system

Learn more about organizers in our Help Center: https://help.taxdome.com/article/132-customizable-organizers#16

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​.