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Improving client intake process with TaxDome’s organizers

Explore TaxDome’s customizable organizers to obtain data painlessly from your clients.

🟠 Advanced, 26 min video

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TaxDome organizers help your firm streamline the collection of information while also reducing back-and-forth conversations with your clients. With conditional logic in organizers, you can have one all encompassing organizer instead of creating different organizers for different use-cases. Offer your clients an intuitive way through your forms and make it easier for them to share data with you.

In this webinar you’ll learn:

  • Organizers: how to effectively gather data from your clients
  • Regular organizers vs conditional - where’s the benefit
  • How conditional logic in organizers upgrades your client experience
  • How to send organizers automatically
  • How to improve client intake with TaxDome

TaxDome's built-in organizer tool saves you a bunch of time:

  1. It’s mobile friendly
  2. Answers auto-save
  3. You can set up conditions to show clients specific questions
  4. Branded to your firm 
  5. Fully integrated with your client portal and practice management system. 

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