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
Select the Smart Tax page
Go to Organizer Templates to view existing templates, create new ones, or edit templates you already have.
Start with a Preloaded Organizer
Choose the organizer from your preferred tax software. The questionnaire will be preloaded for you.
Click Clone to create a copy you can customize.
Tip: Use a title your clients will easily understand.Review the Template Structure
Collapse sections to get a full overview of the template.
Expand sections to review and fine-tune individual questions.
For each section or question, you can:
Edit the question text, question type, or conditional logic
Hide items that shouldn’t appear for clients
Delete items you don’t need
Click the checkmark to save each change.
Note: Hidden questions or sections are labeled so you know they won’t appear in client organizers.
Hover over the ellipsis (⋯) to drag and reorder questions or entire sections.
The personalized Document Request List ensures clients know exactly what documents to upload.
State-specific sections are preloaded and can be fully customized.
To add a question within a section, click + Add Item, then choose:
Short Answer
Yes/No with optional conditionals
File Upload
Scroll to the bottom and click + Add Section to build custom sections for:
Additional services
Quarterly payments
Other firm-specific needs
Save your changes
Publish the template so it’s available when importing organizers.
When attaching organizer documents to a client, select the appropriate custom organizer template.
After organizers are generated, drafts will appear under Organizer Requests
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
Making questions required before submission