Demandes des organisateurs et des clients

Outils de création, d'envoi et de gestion questionnaires et les demandes des clients dans TaxDome .

Présentation des organisateurs

TaxDome organizers are customizable client intake forms that automate data collection and onboarding.

Client requests are fast, flexible questionnaires used to get key information from clients quickly.

Create customizable organizers with conditional logic, CRM sync, and self-service options.

All ways to send forms: in bulk, through automations, or via self-service.

Request information from any page or from client chats.

How you can find send forms and access to answers/files.