Organizers (Advanced): Enable Clients to Create Their Own

pro

For TaxDome Pro! users only. Upgrade anytime.

Depending on your needs, you can send organizers to your clients yourself or let them create ones on their own. They can even create ones based on your templates (though they won’t be able to add questions).

Here’s how it works:

1. Toggle on  Organizer self service in the organizer template. 

2. If you toggle it on for at least one template, the New Organizer button on the client Organizers page becomes active. The client will then be able to select a template from the list of templates that have Organizer self service toggled on.

3. Once they create an organizer, the team members assigned to the client receive a notification. And the client will be able to answer the questions in the organizer.

tip

Note! Clients won’t see an organizer template if you haven’t added questions to it.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us