Request docs & info from clients
Send organizers, document checklists, and client requests to gather information and files.
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.
Request docs from clients in different ways
Explore pros and cons of all ways of requesting documents from clients and third parties.
Send organizers manually or automatically
All ways to send forms: in bulk, through automations, or via self-service.
Create and send document checklists
Create and send personalized checklists for collecting tax documents from clients.
Send client requests
Request information from any page or from client chats.
Request files from clients and third-parties
Different ways of requesting documents from clients or third parties.