Organizadores y peticiones de clientes
Herramientas para crear, enviar y gestionar formularios y solicitudes de clientes en TaxDome.
Visión general de los organizadores
TaxDome organizers are customizable client intake forms that automate data collection and onboarding.
Peticiones de los clientes: Visión general
Client requests are fast, flexible questionnaires used to get key information from clients quickly.
Prepara
Create customizable organizers with conditional logic, CRM sync, and self-service options.
Enviar formularios manual o automáticamente
All ways to send forms: in bulk, through automations, or via self-service.
Send client requests
Request information from any page or from client chats.
Gestionar enviados/enviados
How you can find send forms and access to answers/files.