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Improving the client intake process with TaxDome’s organizers

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

🟠 Advanced, 26 min video

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 a single all-encompassing organizer instead of creating separate 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:

How to use organizers to effectively gather data from your clients
About the benefits of regular organizers vs conditional
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 plenty of time:

It’s mobile friendly
The answers auto-save
You can set up conditions to show a client’s specific questions
Branded to your firm
Fully integrated with your client portal and practice management system.

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Reading list

How to automate client onboarding: More>>

Conditional logic in organizers: More>>

How to create and apply organizer templates: More>>

How to use conditional logic jumps in organizers: More>>

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