Create and apply organizer templates

TaxDome organizers let you create interactive questionnaires to gather client information efficiently. Set up your frequently asked questions once, then automate organizer delivery through pipelines so clients receive them at the right time—without manual action.

Start from a ready-made template

You can download ready-made organizer templates from the Marketplace created using best practices, and edit them to your needs.

To add an organizer template from the Marketplace:

1. Go to Templates > Marketplace from the left menu bar and open the Organizers tab.

2. Click Get free on the template you want to add, or click its price and proceed with payment if it’s a paid template.

3. Go to Templates > Firm templates, open the Organizers tab, and click the template name to edit it .

Create organizer template from scratch

To create an organizer template:

1. Go to Templates > Firm templates from the left menu bar.

2. Select Organizers.

3. Click Create template.

Configure your organizer based on the information you need to collect:

• Documents only

• Questionnaire responses only

• Both documents and responses

Collect documents only

Use a document checklist without an organizer when you only need documents, not questionnaire responses. This works for annual tax document collection (W-2s, 1099s, receipts) or any situation where you need files but not written answers.

To create an organizer template with a document checklist only:

1. Fill out the template name and the client-facing name.

2. Toggle on Attach checklists.

3. Edit the Intro section if needed or use a prewritten one. The Intro section is required when the document checklist is enabled. You can edit it, but cannot disable it.

4. Click Save & exit or Save to save changes.

Ask questions only

Use a questionnaire without a document checklist to collect client information without requesting uploads. This works for gathering basic personal details (name, address, SSN), business information (bookkeeping status, entity structure), client onboarding data, or annual client updates.

To create an organizer template with a questionnaire only:

1. Fill out the template name and the client-facing name.

2. Create sections.

3. Add questions or text blocks, and set them up.

4. Click Save & exit or Save to save changes.

For a description of each field, see organizer template field reference .

Collect documents and ask questions

Use this option when you need both documents and detailed answers. This works well for tax preparation when you need both uploaded documents and answers about deductions, dependents, and income.

To create an organizer template with a questionnaire and a checklist:

1. Fill out the template name and the client-facing name.

2. Toggle on Attach checklists.

3. Edit the Intro section if needed or use a prewritten one. The Intro section is required when the document checklist is enabled. You can edit it, but cannot disable it.

4. Create sections.

5. Add questions or text blocks, and set them up.

6. Click Save & exit or Save to save changes.

For a description of each field, see organizer template field reference .

Preview organizer template

Preview your organizer template to verify how questions, formatting, and instructions will appear to clients before sending it.

To do this, click Preview at the top right of the template when working on it.

Here you can select sections to preview from the Go to section dropdown on the top left, fill out any block like your clients do, and click Next to proceed to the next section. The green bar at the top will appear along with your progress with organizer blocks.

Once done, click Back to edit or X at the top right.

Apply organizer templates

Once you’ve created a template, you’re ready to use it to gather data from clients:

• Send organizers to one client

• Send organizers to multiple clients at once

• Send organizers using automations

• Let clients create organizers on their own

To edit, duplicate, or delete an existing template, see Actions with organizer template .