Organizers & client requests
Tools for creating, sending, and managing organizers and client requests in TaxDome.
Organizers Overview
TaxDome organizers are customizable client intake forms that automate data collection and onboarding.
Client requests: Overview
Client requests are fast, flexible questionnaires used to get key information from clients quickly.
Prepare
Create customizable organizers with conditional logic, CRM sync, and self-service options.
Send organizers manually or automatically
All ways to send forms: in bulk, through automations, or via self-service.
Send client requests
Request information from any page or from client chats.
Manage sent/submitted
How you can find send forms and access to answers/files.