Utilize forms your clients will enjoy filling in

Organizers: how to utilize forms your clients will actually complete

Discover how to automate the collection of data and documents  from your clients and improve their experience with TaxDome’s customizable forms, also known as organizers.

Join us on this webinar and explore how to:

• Save time and ensure consistency with tailored organizer templates
• Customize organizers with various question types
• Use conditional logic to display relevant questions based on client answers
• Automatically populate your CRM with client information collected through organizers
• Automate document requests and follow-up actions

Check out our handout, which briefly covers all the key points: download the handout.

This webinar is a part of our ongoing webinar series, where you can get expert tips for automating your accounting, bookkeeping, and tax workflows: TaxDome webinars.

Want to learn more? Take the Academy course on using organizers: take the course.

Organizers: how to utilize forms your clients will actually complete

Discover how to automate the collection of data and documents  from your clients and improve their experience with TaxDome’s customizable forms, also known as organizers.

Join us on this webinar and explore how to:

• Save time and ensure consistency with tailored organizer templates
• Customize organizers with various question types
• Use conditional logic to display relevant questions based on client answers
• Automatically populate your CRM with client information collected through organizers
• Automate document requests and follow-up actions

Check out our handout, which briefly covers all the key points: download the handout.

This webinar is a part of our ongoing webinar series, where you can get expert tips for automating your accounting, bookkeeping, and tax workflows: TaxDome webinars.

Want to learn more? Take the Academy course on using organizers: take the course.