Each tool needs the right approach. Let's say you've paid for an advertising campaign, and it was extremely successful. The very next day, you receive dozens of new applications for your services. Congratulations, that's very promising. But how can you handle them all? To get to know your clients, you need their personal information, documents and so on. 

The best-suited tool for this situation is organizers. We've intentionally overlooked them so far because organizers aren't really a communication tool; they are one level above.

To have a quick look at our organizers watch the video below before we dive deeper:

What info can you request with organizers

Using organizers, you can create a custom-designed set of questions and forms to get all of the basic information you need from your clients:

• Personal information
• Information on one's income
• Bank and financial information
• Number of firm employees
• Inventory
• Sales volume
• A spreadsheet with hours worked
• W-4 forms
• Tax Identification Numbers
• Employee info

So, one filled organizer can replace dozens of individual questions and requests. They are more convenient than regular PDF forms because your clients don't need any other software to complete them (which is proved by thousands of firms using TaxDome):

When you ask too many questions, it may scare your clients away. When you ask too little, you may not get all of the information you need. TaxDome helps you strike the balance.

Here are the features that can make your organizers just right. They will be short but complete:

• Additional sections — let your clients copy the sections that may be repeated (e.g. the address for both spouses)
• Explanations for questions — add a description to your questions so that your clients know what exactly is required from them
• Text blocks — add text blocks to describe each section in detail or to convey important information
• Conditional logic — set the conditions to skip the questions that are not applicable:

In most cases, TaxDome organizers are used to obtain tax preparation info. Knowing about it, we paid additional attention to this user case and made a video about it. Watch it if you want to dive into it deeper:

Besides tax preparation, organizers are helpful for bookkeeping and payroll, too. Here's how you can use them to improve client communication:

New clients. Just collect data from your clients, as we described above

Existing clients. If clients send you similar documents every month, you can create an organizer with requests for these types of documents. All documents will be saved into the default client folder automatically.

All clients. Send clients a year-end survey to find out their level of satisfaction

If you want to dive deeper into organizers, check out our How to use organizers course. It's packed with everything you need to know—from the basics of creating and sending organizers to essential tips that make automation a breeze.

Useful cross-linking

• Organizers: Overview
• Create & apply organizer templates
• Conditional logic jumps in organizers 
• Assign tags depending on organizer answers