Smart Organizers
Collect Tax Information With Less Back-and-Forth. Create and manage guided tax organizers that help clients provide the information and documents a return workflow needs.
Tax Organizers · from the product
Why firms use it.
Fewer follow-up emails
Guided questions collect the right information the first time.
Documents included
Clients upload supporting documents alongside their answers.
Ready for the preparer
Staff review everything in one workspace before preparation starts.
Staff review
Review responses and hand the client to a preparer.
Questions
Yes. Organizers are tracked by client, tax year and preparation software.
More in Tax & IRS.
1099 Filing
Manage Information-Return Work in One Pipeline. Coordinate 1099 filing work, monitor status, and keep payer and recipient activity organized inside the firm workflow.
Learn more ›IRS Alerts
Turn IRS Signals Into Timely Follow-Up. Centralize supported IRS alerts so the firm can review, prioritize, and respond from a connected workspace.
Learn more ›IRS Monitoring
Keep Watch on IRS Activity That Matters. Use a dedicated monitoring workspace to follow supported IRS activity and bring emerging issues into the firm’s operating process.
Learn more ›See Smart Organizers in your firm.
A 20-minute demo tailored to your workflow, or start a 14-day trial. Submitting a request does not charge a card.