Organizers: Overview

Want to streamline the onboarding process and gather all required information quickly? Need forms that your clients will actually fill out? Learn about TaxDome organizers and discover their key features.

Organizers, explained

Organizers are basically client intake forms or questionnaires. Our organizers are fully customizable and client-friendly. Your clients can even fill out organizers from their smartphones using the client mobile app.

In general, the whole process of collecting information using organizers is the following:

1. You create an organizer template for each use case. For some common use cases, you can download and adjust templates from the Marketplace.
2. You select a template and send an organizer to your client.
3. The client gets notified about the organizer.
4. The client fills in the organizer and submits it.
5. You get notified about the submitted organizer.
6. You start working with the information.

Here is what is possible with TaxDome organizers:

• Request documents from your clients. They can upload them right in the organizer and even scan them using their smartphones.
• Shorten the forms by making additional questions conditional. For example, those who answer 'No' to the 'Do you have children?' question won't see any children-related questions at all.
• Fill in the forms on your client's behalf. That might be convenient when your clients come to your office, and you want to help them get things done faster.
• Save your clients' time by allowing your returning clients to pre-fill particular details. For example, their personal information can possibly stay the same as last year.
• Reduce manual processing information by assigning account tags based on the answers automatically.

In some cases, using client requests is more convenient than using organizers:

• Organizers help you collect comprehensive data and have features that simplify the processes for returning clients and repeating intake forms. Clients need to log into the portal to fill out an organizer. Organizers always require templates.
• Client requests help you quickly ask direct questions and request missing documents. You can send them in chat threads or separately. You can allow clients to complete client requests without having to log in. To send a client request, you don't need a template.

Before you start

Before you start using organizers, it's important to remember that they are available for the firm owner, admin, and team members with the Manage organizers access rights. So, if you want somebody from your team to either create forms or send them to clients, you should enable this access right for them first. 

Please consider that the Manage organizers access right provides access to all data used in organizers, including documents, no matter what other access rights team members may have. 

Additionally, if you want to allow a team member to change or add answers to the organizers on the client's behalf, you should give them access rights to Edit organizer answers. 

How do your clients see organizers

The client is notified of pending organizers both via email, mobile app, and inside their portal. Forms that need to be filled in are always placed at the top of the list with a clear notification that are waiting for the client's action. 

If you’d like to see TaxDome from the client portal side, access a read-only view.

Your client can start filing the forms on the go and finish when they are comfortable. All answers are saved automatically. 

Automate onboarding with organizers

TaxDome firms widely use organizers to automate clients' onboarding. Once they are ready to work with your firm, you can request all information you need from them. For example:

• Business documents and company info for new bookkeeping clients
• All personal information and documents needed for tax preparation
• Spreadsheets with hours worked, W-4 forms, payroll banking information, Tax Identification Numbers, and employee info for your payroll clients

And since organizers could be sent to clients automatically via pipeline automations, you need to master the organizer templates for different types of clients once, and then all new clients added to the pipeline will automatically receive the forms to fill in.