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Organizers are forms you can send to clients to relay information to your firm. After an organizer is submitted, your team have additional questions you want the client to clarify. Previously, clients could edit the organizer answers, but the organizer status remained ‘submitted’. You can now unsubmit organizers to return them to the client “to-do” list & send a notification to make updates along with a custom comment if you provide one.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
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
Video
Unsubmit Organizer
Organizers are forms you can send to clients to relay information to your firm. After an organizer is submitted, your team have additional questions you want the client to clarify. Previously, clients could edit the organizer answers, but the organizer status remained ‘submitted’. You can now unsubmit organizers to return them to the client “to-do” list & send a notification to make updates along with a custom comment if you provide one.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
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
