Client Tax Organizer
Get All The Information You Need In One Place
Our Client Tax Organizer helps you collect all required client information. Simple, customizable, and effective.
Easy Information Collection
Online, paperless collection makes it super easy to get the information you need.
Collect client names, addresses, Social Security numbers, and more to ensure accurate and complete tax returns.
Gather information on income sources, deductions, credits, and other financial data to maximize tax savings for your clients.
Client Communication In Spanish
Send Client Tax Organizers in English or Spanish. Streamline operations and make your Spanish-speaking clients feel valued.
Pre-Built Templates
Select from various organizers: Individual Tax, Corporate Bookkeeping, and more.
Integrated With Client Portal
Online Tax Organizers are integrated with Taxaroo’s Client Portal. Give your clients a seamless experience, while making your intake process more efficient.
