Request docs & info from clients
Send organizers, document checklists, and client requests to gather information and files.
Organizers explained
TaxDome organizers are customizable client intake forms that automate data collection and onboarding.
Client requests explained
Client requests are fast, flexible questionnaires used to get key information from clients quickly.
Request docs from clients in different ways
Explore pros and cons of all ways of requesting documents from clients and third parties.
Send organizers
Send custom questionnaires to gather information and documents from clients.
Create and send document checklists
Create and send personalized checklists for collecting tax documents from clients.
Send client requests
Send client requests to gather information via customizable forms.
Request files from clients and third-parties
Different ways of requesting documents from clients or third parties.
Client actions without portal login
Discover all features available to clients without portal access (paying invoices, etc.)