Sending a tax organizer to a client takes less than a minute. Here's how to do it and how to customize the experience for each client.

How to Send an Organizer

  1. Go to CRM → People → click the client's name.
  2. Click the Organizers tab.
  3. Click Send Organizer.
  4. Choose the tax year for this organizer.
  5. Click Send (or Create to set it up without sending immediately).

If the client has portal access, they receive an email notification immediately: "Your {Tax Year} tax organizer is ready — log in to complete it."

Custom Questions

Before or after creation, you can add custom yes/no questions for this specific client that appear in Step 2 of their organizer:

  1. Open the organizer from the Organizers tab.
  2. Find the Custom Questions section.
  3. Click + Add Question.
  4. Write your yes/no question (e.g., "Did you receive any foreign income this year?").
  5. Save. The question will appear in the client's Step 2 questionnaire.

Drake Import

If you have a prior-year Drake organizer PDF for this client, DarkLion can parse it to pre-populate the checklist with items from last year's return — payer names, income sources, prior year amounts, and document names.

  1. On the organizer detail, find the Drake Import section.
  2. Upload the prior-year Drake organizer PDF.
  3. DarkLion parses the PDF and maps items to checklist entries.
  4. The client sees a pre-populated checklist that matches their prior year — familiar and personalized.

Organizer Status

Track where each organizer is in the process:

  • Open — Sent to the client but not yet started.
  • In Progress — Client has started the organizer (completed Step 1 or beyond).
  • Submitted — Client has completed all steps and submitted.

Status is shown on the Organizers tab of the Person record and in the client's portal under their Organizers tab.

Multiple Years

Each tax year gets its own organizer. In the client's portal, the current year organizer is shown prominently; prior year organizers appear in a collapsed accordion below — useful for reference but not in the way.

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You can create an organizer without sending it immediately by clicking Create instead of Send. This lets you set up custom questions or Drake import before the client receives their notification.