Sync client responses directly to your CRM & view statuses of all organizers across your firm in one place

There are plenty of ways to gather client information — PDF forms, endless email threads, or even hastily jotted notes during a phone call. But let’s be honest: you dread them almost as much as your clients do. Forms come back incomplete, emails go unanswered, and you’re left spending hours chasing down details that should’ve been easy to collect.

And the inefficiency is just the beginning. Today’s clients expect more from the accountants they trust. According to TaxDome’s 2024 accounting client satisfaction report, 75% of clients are willing to spend up to four hours providing information — if the process is seamless. They want secure, intuitive tools that make collaboration effortless. Anything less, and they might start looking for a new accountant.

That’s why TaxDome organizers exist: intuitive, customizable digital questionnaires that eliminate the back-and-forth. Clients can fill them out effortlessly, even from their phones, while firms collect everything they need in one streamlined process.

And now, with two powerful updates, organizers are better than ever. You can sync client data directly with your CRM and manage all your organizers from a single, centralized dashboard. With lower admin costs, your firm can run more efficiently while prioritizing client care.

What is a tax organizer at TaxDome?

A TaxDome organizer is a fully customizable, digital questionnaire designed to help you gather the exact information you need from clients — quickly, securely, and without the back-and-forth.

For clients, it’s intuitive and convenient. They only see questions relevant to their situation, past answers can carry over, and since organizers work on any device, clients can complete them whenever it’s easiest — on their phone, tablet, or desktop — and answers are saved automatically.

For your firm, organizers simplify workflows. You can create templates for any scenario and send them automatically. All responses are stored securely and linked to the client’s account, keeping everything in one place and ready when you need it.

Still, we knew there was room to make organizers even more powerful — so we did.

Sync organizer responses directly to your CRM

Collecting client information is only the first step; making sure it stays accurate and up-to-date can take just as much effort. That’s why TaxDome now enables client responses to sync directly with your CRM, cutting down on manual updates and keeping your records reliable and ready when you need them.

Let’s say a long-time client submits their organizer with updated contact details, such as a phone number, address, or business name. Instead of copying this data manually, you simply review the proposed updates on one screen, click “Apply to CRM,” and the changes are synced instantly. 

Here’s what’s also possible with this update:

• Pre-define mappings at the template level: Set up links between organizer questions and CRM fields, so responses automatically sync with the right data points after your verification. 
• Adjust mappings on the fly: During synchronization, you can modify existing mappings, disable ones that no longer apply, or map new fields that weren’t included before.
• Handle multi-contact accounts with ease: If a client account has multiple contacts, you can select exactly which contact receives the updates.
• Get detailed post-sync feedback: Once you apply updates, a summary popup shows what’s been changed, skipped, or flagged for errors. 

And because accuracy is key, every sync requires your approval. The system highlights proposed changes, but you’re always in control—reviewing, adjusting, and confirming updates before anything is applied.

Manage organizers effortlessly with a centralized dashboard

Once your organizers are sent and client responses start coming in, staying on top of their progress is essential. But with dozens — or even hundreds — of organizers in play, tracking and managing them can quickly become overwhelming. That’s where the new global Organizers menu comes in. 

Accessible from the sidebar on the left, this section provides an overview of every organizer your firm has sent. At a glance, you can see which organizers are active, which are completed, and which still need attention.

This dashboard not only helps you stay informed but also puts you in control. Sort organizers by status, creator, or creation and update dates. Need to send reminders to 50 clients in bulk? Easy. Want to archive completed organizers or delete outdated ones? Done in a few clicks.

This new menu is the foundation for running your firm with clarity and confidence.

Automatically organize documents

TaxDome organizers allow you to collect client information through many question types, one of which is file upload. Unlike using outside intake forms, by having organizers natively integrated to your practice management platform, documents can be saved automatically to the client account. And part of this update, you can now stipulate where exactly file uploads within a specific organizer are saved.

What makes TaxDome organizers the best?

TaxDome organizers excel because they’re built for the way accountants work — and the way clients prefer to interact.

• Engineered for convenience and high completion rates

With an intuitive interface and compatibility across devices, organizers make it easy for clients to provide the information you need — quickly, accurately, and stress-free.

• Seamlessly integrated into workflows

From linking organizers to jobs to automating reminders, TaxDome ensures your workflows stay connected and seamless.

• Scalable to meet your needs

Whether you’re managing 10 clients or 10,000, templates, tagging, and bulk actions make it easy to stay on top of your workload.

Built for today, ready for tomorrow

At TaxDome, we’re committed to creating tools that don’t just meet your needs — they anticipate them. Our platform evolves constantly, powered by your feedback and designed to help your firm thrive in an ever-changing industry.

Join the thousands of accounting professionals already transforming their practices. Book a demo today and discover how TaxDome can take your firm to the next level.