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Gather the Data. Without the Chase.
You don't have to change your tax software to change your workflow. Send personalized, bulk organizers in days and stop the manual follow-up. We’ll help you get up and running in time to make an impact this year.
You don't have to change your tax software to change your workflow. Send personalized, bulk organizers in days and stop the manual follow-up. We’ll help you get up and running in time to make an impact this year.
We reduce the time and effort you – and your clients – have to spend gathering information, filling out forms and following up.
Clients breeze through in minutes on any device. With pre-filled data and a mobile-first interface, they simply confirm, update, and answer. When it’s this easy for them, your entire season runs smoother.
Every client gets a personalized request list based on their prior year, so they know exactly what to upload. As files come in, use Smart Match to drag-and-drop them directly to your requests. It’s the fastest way to stop the manual chase and eliminate the non-billable hours spent sorting through client documents.
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.
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.
We securely pull client and return data directly from your tax software so your organizers are pre filled and ready to go with no manual entry and no rework.
Tailor questions, document requests, and logic to fit how your firm works instead of forcing your process to change. Create templates, save and reuse.
Easily drag and drop multiple organizers at once and send in bulk. Clients complete them on their phone or desktop while you monitor progress in real time.
