AI Organizers
AI Client Tax Organizer - Smarter Intake, Less Back-and-Forth
Generate personalized organizers that ask each client only the questions that apply to their situation.
Personalized intake that adapts to each client's prior year
Client Tax Organizer
Only relevant questions shown · 12 skipped
How it works
1
Select the client
Pull prior-year context to tailor the organizer.
2
AI builds the form
Relevant sections and questions are assembled automatically.
3
Send and collect
Share a clean organizer and track responses.
Why firms use it
Personalized questions
Each organizer adapts to the client's prior-year data.
Higher completion rates
Shorter, relevant forms get filled out and returned faster.
Cleaner intake
Collect exactly what preparers need to start work.
Less chasing
Fewer follow-up emails during the busiest weeks.
Built for real workflows
New client onboarding
Returning client refresh
Specialized situations
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.