Reduce back‑and‑forth with clients
Clients complete organizers online with fewer missing items and fewer follow‑ups.
Collect complete, accurate data the first time
Structured digital organizers reduce errors and speed up return preparation.
Standardize your workflow across all returns
Every client follows the same clean, predictable intake process.
Collect Client Tax Data Faster
Reduce Errors - Improve Engagement
Digital organizers built for CPAs and Enrolled Agents who want a smoother, more accurate, and more client‑friendly workflow
✔ Collect complete, accurate client data the first time
✔ Reduce back‑and‑forth and eliminate missing information
✔ Standardize your intake workflow across all returns
✔ Give clients a smoother, more modern experience
Digital organizers eliminate missing information, reduce back‑and‑forth, and give your firm a consistent, accurate intake process. When clients submit complete data the first time, preparation is faster, communication is smoother, and your workflow becomes far more predictable.
Upgrade to Modern, Digital Tax Organizers
A faster, more accurate way to collect client tax data — without paper, PDFs, or missing information.
Digital organizers give your firm a faster, more accurate way to collect client tax data. They reduce missing information, eliminate handwriting issues, and create a consistent workflow across all returns.
Modern tax practices run on clean, complete client data. When you eliminate paper and PDF organizers, you remove the biggest source of delays, rework, and missing information.
A structured digital intake process supports faster preparation, fewer follow‑ups, and a better client experience.
The result is a smoother tax season, fewer follow‑ups, and a more efficient workflow for your entire firm.
Learn how digital transformation strengthens your tax practice…
Who This Is For
Our digital organizers and intake forms are designed for tax practices that want cleaner client data, fewer follow‑ups, and a more consistent workflow across returns.
👤 Solo practitioners — who need a simple, repeatable way to collect client information without chasing missing details
🏢 Small and mid‑sized firms — looking to standardize organizers across preparers and entity types
📄→💻 Firms modernizing from paper/PDF organizers — ready to move intake and document collection into a structured digital workflow
🧩 Firms serving a mix of entities — including individuals, S‑Corporations, partnerships, and other business returns
New organizers and form sets can be added over time, so your intake process can evolve as your client base and service mix change.
Digital organizers are most powerful when they support the core intake step of the tax preparation process. That’s why our work focuses on Step 2: gathering accurate client information and documents.
Our Focus is on Information Gathering & Document Collection
This is the 2nd step in the typical 5-step tax return preparation process.
We offer 3 service plans
Basic
Tax Client Electronic Questionnaire/Organizer
Basic PLUS
Tax Client Electronic Organizer/Questionnaire + Business, Rental Property, S-Corporation & Farm Worksheets
Custom
Electronic Custom Forms
We use Cognito Forms as the preferred Platform
Cognito Forms is an advanced online form builder to create, publish, and manage customized forms. This is our preferred platform for gathering client tax data.
How we Engage…
We follow ISO 20700:2017 guidelines for management consulting services.
Our focus is on a thorough client needs analysis, a well-structured project plan, active engagement with the client, and consistent communication to achieve desired outcomes.
The key steps for effective management consultancy services include:
understanding client needs,
defining project scope,
developing a consultancy approach,
implementing the plan,
monitoring progress,
evaluating results,
and communicating effectively throughout the engagement.
Designed with Experience…
DESIGNED BY HENRY B. BURDG, CMC — DELIVERING HIGH-TOUCH CONSULTING AND WORKFLOW SYSTEMS FOR OVER 46 YEARS.
For the past 5 years he has served as a resource consultant to a small/medium-sized accounting, tax, business services firms completing client-facing projects to enhance engagement and communications processes primarily using technology. Applications of customized spreadsheets, reports, budgeting tools, tax organizers, scheduling, and client employee handbooks.
Henry B. Burdg, CMC Owner & Technical Consultant
Get in Touch!
Welcome to our Online Tax Organizers service tailored for CPAs & Enrolled Agents. Reach out to us today - we are here to make gathering client tax information seamless for you!
Send us a message and we will follow-up
DESIGNED BY HENRY B. BURDG, CMC — DELIVERING HIGH-TOUCH CONSULTING AND WORKFLOW SYSTEMS FOR OVER 46 YEARS.