Organizers
Send organizers to clients and review, manage and sync their answers.
Organizers explained
TaxDome organizers are customizable client intake forms that automate data collection and onboarding.
Send organizers
Send custom questionnaires to gather information and documents from clients.
Review organizer answers
Review, edit, and manage clients' responses in organizers.
Work with organizers list
Manage and filter sent organizers to track progress and access submissions.
Actions with organizers
Submit, print, rename, archive.
Sync organizers answers with custom fields
Save time and reduce manual entry while keeping client profiles updated.