Organizers (Basic): Send manually or automatically
Our Organizers tool allows you to create custom-designed questionnaires and forms to get all the basic information you need from clients. Plus, clients can upload their documents directly in response to questions.
Our mobile-friendly organizers can contain conditions (logic jumps), and they autosave. They not only provide you with a powerful tool to automate your info gathering, but they also give clients a great user experience.
Send organizers
Organizers can be sent to clients by a firm owner, admin or any team member with access rights to manage organizers.
To send an organizer to a client, you’ll first need to create a template. We have the Marketplace where you can find organizer templates. For more details, visit our Organizers (Basic): Create & Apply page.
Once you have an organizer template:
- Send organizers to one client
- Send organizers to multiple clients at once
- Send organizers using automations
- Let clients create organizers on their own
Send organizers to one client
To send an organizer to a client, follow these steps:
1. Create an organizer using either of the ways:
- Click New at the top left, then select Organizer.
- Open the client account, switch to the Organizers tab and click New organizer. The current account will be automatically filled in.
2. Click the Organizer Template list to select a template, preview your questionnaire, then click Create and send to send the organizer to the selected client.
That’s it! The client will automatically receive an email notifying them that an organizer has been sent to them to fill out.
There are a couple more options:
- Organizer name: By default, the organizer's name is the same as the template’s. You can change it and click Add shortcode to individualize the organizer. Apply shortcodes to include dynamic data, such as the client's name or the year. For more about shortcodes, go here.
- Reminders: Ensure your client gets an email notification when you send them an organizer. For details, see below.
- Link to Jobs: Link organizers to existing jobs to make them immediately available in your workflow. Click the Link to Jobs on the right, and select the jobs. Once linked, you’ll see the job title and the pipeline it belongs to in the Jobs section. (For more details on linking organizers to jobs, go here.)
Send organizers to multiple clients at once
For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.
To send the same organizer to many clients, go to Clients from the left sidebar menu, select the checkboxes next to the clients you want to send the organizer to, then click Send Organizer.
You can send organizers to clients whose accounts are either active or offline. For instance, you may want to send an organizer to an offline client before you send them an invitation to use their TaxDome portal.
Here, you have the same options as above.
Send organizers using automations
For details, go here or watch a video below for a quick look.
Remind clients about pending organizers
Whenever you send organizers to clients, they are notified. All users linked to the account—with Notify toggled on—receive an email notification. Check if notifications are on by checking the Notify column in the accounts list.
If recipients take too much time performing the action item or if they forget to, you can one of the following:
- Manually resend a notification about the pending organizer.
- Set up automatic reminders.
Manual reminders
To resend a notification about a pending organizer, click the three dots to the right of the item in the list, then select Resend.
Here’s what happens:
- An additional email message is sent to the client.
- A notification is moved to the top of the client’s to-do list.
Automatic reminders
For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.
Clients get an email notification when you send them an organizer.
Toggle on Reminders at whatever point if needed. This way, an email goes out to the client when don’t return the completed organizer by a certain deadline. When you turn on Reminders, choose how your clients are reminded:
- Days until next reminder: By default, a reminder goes out three days after the organizer is sent, but you can change that.
- Number of reminders: By default, the client gets only one reminder email, but you can also change that.
The Reminders option can be turned on or off at any time by opening the pending organizer. Click Save when you are done with your changes.
Reminders stop when:
- The client has not submitted the organizer but all reminders have been sent.
- The organizer is sealed.
- The organizer is submitted.
What clients see when you send organizers
The client fills out an organizer by clicking the link in the email notification they’ve received, by clicking the notification on their dashboard or by going to the Organizers section of their portal.
If you’d like to see TaxDome from the client portal side, access a read-only view.
Note: Clients won`t see sealed and archived organizers in the to-do list.
How can I know clients have completed organizers?
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Complete organizers on client behalf
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How can I submit organizers?
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View accounts with pending organizers
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Link organizers to jobs and set up automove
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View and remove organizers
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Archive organizers
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Seal organizers
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Export organizers
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Print organizers
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Tip: Check out TaxDome Academy for comprehensive courses.