Send organizers

Organizers are custom questionnaires that collect information and documents from clients. They autosave as the client responds, work on the mobile app, and support conditional logic jumps so clients see only the questions that apply to them.

To send an organizer, you’ll first need an organizer template . Once you have one, there are different ways to send organizers.

Note

Organizers can be sent by the firm owner, admins, and team members with the Manage organizers access right .

Send an organizer to one client

To send an organizer to a client:

1. Create an organizer using either of the ways:

   • Click New at the top left, then select Organizer.

   • Go to Organizers from the sidebar menu and click New organizer.

   • Open the client account, switch to the Organizers tab, and click New organizer. The account is pre-filled automatically.

2. Click the Organizer Template list to select a template and preview the questionnaire.

3. (Optional) Configure additional options:

   • Organizer name: By default, the organizer’s name matches the template’s. Click Add shortcode to individualize the name using dynamic data such as the client’s name or year. See shortcodes for details.

   • Attach checklist: Include a document checklist so clients can upload required documents alongside answers. See Attach checklist to organizers below.

   • Reminders: Toggle on to send automatic follow-up reminders if the client doesn’t respond. See Set up reminders below.

   • Link to Jobs: Link the organizer to existing jobs to make it available in your workflow. See linking organizers to jobs .

4. Click Create and send.

The client receives a notification by email and a push notification on the mobile app.

Send organizers to multiple clients

To send the same organizer to multiple clients:

1. Go to Clients from the left sidebar menu.

2. Select the checkboxes next to the target client accounts.

3. Click Send Organizer.

The clients receive a notification by email and a push notification on the mobile app.

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 sending them an invitation to use their TaxDome portal.

The other ways to send organizers

Explore more ways to send organizers:

• Send using automations

• Let clients create organizers on their own

Attach checklist to organizers

Document checklists are lists of required tax documents, personalized for each client account. To include a document checklist in an organizer:

1. Select a questionnaire template when sending an organizer:

   • If a checklist is already enabled in the template, you’ll see a checklist icon. When selected, you can review and edit the checklist items.

     

   • If a checklist isn’t enabled, toggle on Attach checklist in the Document checklist section.

     

2. What happens next:

   • If a checklist exists for the selected client: Review or edit items before sending.

   • If no checklist exists for the selected client: Create one in place before sending.

Set up organizer reminders

Reminders are automatic follow-up emails that nudge clients who haven’t submitted an organizer yet.

To turn them on, toggle on Reminders when creating or sending the organizer, then set:

• Days until next reminder — how often the reminder repeats (default: 3)
• Number of reminders — how many reminders to send in total (default: 1)

You can update these settings later by editing the pending organizer.

To resend a reminder manually at any time, click the three dots to the right of the organizer in the list and select Resend.

Tip

More on reminders — exact field defaults, stop conditions, and the menu action for each manual resend.

Client view

If notifications for the client are on, they’re informed of receiving an organizer. Clients can see and open organizers in different ways:

• Client portal or mobile app: Click the notification under the Waiting for action section or the link on the Organizers page.

• Email notification: Click Complete organizer in the email.

Clients can fill out the organizer on the go and finish later—all answers are saved automatically.

When the client submits the organizer, its status changes from Pending/In progress to Completed, and you receive a notification .

To see the sent organizer from the client’s perspective, access the read-only view .

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