A tax organizer clients and tax teams can actually finish together.
Collect the information a preparer needs in a structured, collaborative flow instead of relying on static PDFs, incomplete email threads, and repeated follow-ups.
Case workspace
Completion
Why do PDF tax organizers create rework for the tax team?
Traditional organizers often end as partially completed PDFs or attachments. The tax team still has to interpret missing answers, chase the client, and type the same information into another system.
Build the workflow around the work.
Focused tooling for the repetitive operational layer around professional tax work.
Adaptive questionnaire
Show the client the questions that matter based on what is already known.
Client + staff collaboration
Allow the taxpayer and firm to complete the organizer together instead of exchanging versions.
Progress tracking
Make missing sections and unresolved questions visible before preparation begins.
Data prefill
Use firm and transcript data to avoid asking the client for information already available.
Document prompts
Request supporting documents at the point they become relevant.
Prep-ready output
Produce structured information that can feed a tax-preparation workflow or Tax Grid.
How the organizer works: prefill, ask, complete, hand off.
The exact implementation can match the way your firm operates today.
Cleaner intake before the preparer ever touches the return.
The organizer is designed to move work upstream: resolve missing information during intake, reuse data already available, and reduce avoidable preparation back-and-forth.
Reduce the operational weight around the tax professional.
26T1 is designed around a simple principle: software should handle the repeatable movement of data, documents, status, and tasks so people can spend more time on the judgment and client work that actually require a tax professional.
Can the organizer run standalone or inside an existing firm workflow?
The organizer can live inside the 26T1 Client Portal or be embedded into a firm workflow, with completion status and outputs synced to CRM or preparation systems.
Connect the next piece when your team is ready.
26T1 tools are useful individually and more powerful when the workflows connect.
Common questions from tax professionals.
Why do PDF tax organizers slow down tax preparation?
PDF tax organizers often end as partially completed documents or attachments, so the tax team still has to interpret missing answers, chase the client, and type the same information into another system. Clients struggle with long forms that do not adapt to what applies to them, missing answers are often discovered only when a preparer begins the return, and information already known by the firm or IRS gets typed again.
Can a client and my staff complete the same tax organizer together?
Yes. The 26T1 Tax Organizer allows the taxpayer and firm to complete the organizer together instead of exchanging versions. Staff resolve missing answers and questions with the client in the same record, and progress tracking makes missing sections and unresolved questions visible before preparation begins. Client and staff work in one flow rather than on separate copies.
How do I avoid asking clients for tax information my firm already has?
The 26T1 Tax Organizer starts from the taxpayer and IRS information the firm already has, then uses firm and transcript data to avoid asking the client for information already available. The adaptive questionnaire shows the client only the questions that matter based on what is already known. Prefill targets duplicate data entry, where information already known by the firm or IRS gets typed again.
Can a digital tax organizer connect to my CRM or tax prep system?
The 26T1 Tax Organizer can live inside the 26T1 Client Portal or be embedded into a firm workflow, with completion status and outputs synced to CRM or preparation systems. It also produces structured information that can feed a tax-preparation workflow or Tax Grid, so the organizer dataset moves into tax prep as a hand-off rather than as retyped answers.
Help shape the next 26T1 tool.
We are designing this tool around real tax-firm servicing workflows. Tell us how your team handles it today and join early access.