Gather information
Tools for creating, sending, and managing organizers and client requests in TaxDome.
Request docs & info from clients
Send organizers, document checklists, and client requests to gather information and files.
Review & manage responses
Find sent forms and access submitted answers and files.
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.