How to complete an organizer
Skip scattered emails and uploads when providing information to your accountant. The client portal lets you securely and conveniently submit details and documents—no paperwork or emails required. In this article, we will explain how.
Covered here:
Complete pending organizer
1, When you’re required to complete an organizer, you’ll see notifications in the Organizers category on the Home page. Click the notification to open the questionnaire.
2. Start filling in the questionnaire and uploading the requested documents. All your answers are saved automatically.
3. Click Next to proceed with the next section. Once you are done, click Submit. This will let your accountant know that the organizer is complete. They’ll check it to make sure it contains all the information they need to start getting to work on your documents.
Some questions in an organizer are optional, while others are mandatory. You cannot submit an organizer until all mandatory questions have been answered.
More organizer options & FAQs
Completing organizers is simple, but you might need help with specific tasks. Need to revisit an organizer or reuse previous answers? Below are solutions for common organizer scenarios: