Customizable Smart Tax Organizers allow firms to collect tax information digitally using personalized, client-specific organizers. These organizers adapt based on prior-year tax data and document history, replacing static PDFs and reducing manual follow-up during tax season. This ensures:
Fewer unnecessary questions
Clear guidance on what documents are needed
Faster and more accurate completion
How to Customize Organizers
Key Features
Personalized Questionnaires
Each organizer dynamically adjusts to the client’s tax situation using prior-year data. This means clients are not asked to re-enter information unnecessarily, reducing friction and confusion.
Smart Document Requests
Document requests are customized based on what the client uploaded last year, helping clients know exactly what to provide and eliminating guesswork.
Fully Customizable Forms
Firms can customize organizers to match their tax-gathering workflow by:
Editing existing questions
Adding firm-specific questions
Removing questions that aren’t relevant