Veranstalter & Kundenanfragen
Werkzeuge zum Erstellen, Senden und Verwalten von Organisatoren und Kundenanfragen in TaxDome.
Veranstalter Übersicht
TaxDome organizers are customizable client intake forms that automate data collection and onboarding.
Kundenanfragen: Übersicht
Client requests are fast, flexible questionnaires used to get key information from clients quickly.
Vorbereiten
Create customizable organizers with conditional logic, CRM sync, and self-service options.
Organisatoren manuell oder automatisch versenden
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.
Gesendete/übermittelte Dokumente verwalten
How you can find send forms and access to answers/files.