Gather information
Tools for creating, sending and managing organizers and client requests in TaxDome.
Request and review client info
Send organizers, document checklists and client requests, then review the answers and files clients submit.
Set up templates for forms
Create customizable organizers with conditional logic, CRM sync and self-service options.
Automate info & docs collection
Automate sending organizers, checklists and client requests linked to jobs.