Knowledge HubOrganizers

Organizers

Build a tax organizer, send it to your book, and review what comes back.

The basics

How organizers work

The four parts of the organizer system and the order to work through them.

Building

Build an organizer template

Sections, field types, conditional follow-ups, and the carry-forward setting that does the heavy lifting.

Sending

Send organizers

Send to one client or your whole book, filtered by type, tag, or office — and track what comes back.

Reviewing

Review what comes back

Read a submitted organizer by exception — what changed from last year — and turn it into work.