Meet the Smart Tax Organizer

The easiest way to get client info back on time, cut follow-up in half, and eliminate overtime this tax season.

Reduce the time you spend on tax organizers by up to 76% while increasing your organizers return rate to 60% or more.

We reduce the time and effort you – and your clients – have to spend gathering information, filling out forms and following up.

Easy for Every Client

Clients breeze through in minutes. Their information is prefilled, so they simply confirm, update, and answer a few quick questions. When it’s this easy, clients respond early — and your entire season runs smoother from the start.

Personalized Document List

Each client automatically receives a custom list of documents based on last year’s return. No guessing, no confusion, and no missing forms. Clients know exactly what to upload, and you get a complete, accurate package from the start.

You Control the Detail

We’ve already preloaded the questionnaire from your preferred tax software, so you’re starting from something complete and familiar — not a blank page. From there, simply add, edit, or remove questions as needed. Your organizer becomes a custom-fit digital version of how your firm works.

Customize It in Minutes

The form builder makes it easy to dial in your organizer. Adjust sections, add conditional logic, and tailor the experience in just a few clicks. It’s fast, intuitive, and lets your team deliver a polished digital organizer without the heavy lift.