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.