Organizers

What it is for: replacing the paper questionnaire with a smart organizer that asks each client only what applies to them, so you stop chasing missing information.

Send an organizer

1. Open the client’s record from Clients.
2. Create or send the organizer for the tax year.
3. The client sees it in their portal and completes it at their own pace.

Track progress

1. On the client record, each year shows the organizer status and completion.
2. Use this to see who is ready and who still has sections to finish.

Review answers

1. Open the client’s organizer to review their responses section by section.
2. Sensitive values are masked by default. Reveal a specific value only when you need it; the action is controlled and role based.

Good to know

• The organizer’s questions drive document requests automatically, so a “yes” becomes the exact form you need.
• You never have to re-key what the client already entered.