Reviewing organizer responses

Once a client has submitted (or partly filled in) an organizer, you review the responses in the organizer review view. This is where you decide if the data is complete, lock the organizer, or send it back for fixes.

Open from Intake → Organizers and click any row.

The page layout


┌────────────────────────────────────────────────────────────────┐
│  Title                                          [Status badge] │
│  {Client name}   TY {year}   Sent {date}                       │
├────────────────────────────────────────────────────────────────┤
│  [Resend]  [Mark reviewed]  [Request changes]  [Unlock]        │  ← action bar
│                                                       [Delete] │
├────────────────────────────────────────────────────────────────┤
│  Description (if any)                                          │
│                                                                │
│   Section: Personal info                                       │
│   Q: First name                       Jordan                   │
│   Q: Last name                        Rivera                   │
│   Q: SSN *                            (No answer)              │
│                                                                │
│   Section: Documents                                           │
│   W-2 *                            [Uploaded] View             │
│   1099-NEC                         [Pending]                   │
└────────────────────────────────────────────────────────────────┘

The header

Element	Detail
Title	The organizer title (defaults to the template name when sent).
Subtitle	Client name, tax year, and sent date.
Status badge	Color-coded — blue, amber, green, or red.

Action bar

Buttons show based on the current status and your permissions:

Button	When it appears	What it does
Resend	Sent, In progress, or Changes requested.	Fires a fresh email and notification to the client.
Mark reviewed	Completed or In progress.	Opens a dialog — you can add optional internal notes — and locks the organizer. Status changes to Reviewed.
Request changes	Completed or Reviewed.	Opens a dialog — write a message to the client (required). Status changes to Changes requested and the client can edit again.
Unlock for client	Reviewed or Changes requested.	Re-opens for the client without sending a “changes requested” message. Status changes to In progress.
Delete	Always, if you have delete access.	Removes the organizer from the list. The client loses access immediately. Answers are kept.

Mark reviewed is the primary action when the client has submitted. The other buttons are secondary.

The body — sections

Each section from the template renders as a card with a header (section title + optional description) and a list of items. Sections are not collapsible — they all expand on the page.

Question items

For every question:

The label (with a red * if required).
Optional help text below the label.
The client’s answer in the right column.

If the client hasn’t answered, you’ll see:

No answer

(italicized, in a muted color)

How values render:

Question type	Renders as
Text / Email / Long text	The text verbatim.
Number	The number.
Date	Formatted date.
Yes / No	”Yes” or “No”.
Single choice / Dropdown	The selected option label.
Multi-select	Comma-separated list of selected options.
SSN / EIN	The full value (no masking on the review side).
Empty	An em-dash.

Document items

For every requested document:

Icon, label (with * if required), and optional help text.
A status badge.

Badge	Status	Color
Pending	Not uploaded yet.	Amber
Uploaded	The client uploaded a file.	Green
N/A	The client marked “not applicable” with a reason.	Grey

If uploaded, View document opens the document in the Documents module.

Repeatable sections

Some sections repeat per item — for example, one set of fields per dependent, K-1, or rental property. For repeatable sections:

The section’s repeat label is used (like “Dependent” or “Rental property”).
Each repeat shows as “{repeat label} #1, #2, …” with the items underneath.
The count is driven by how many answers and documents the client submitted at each index.

If a repeatable section has no answers at all, it shows index #1 empty.

Action dialogs

Mark reviewed

Opens when you click Mark reviewed. Asks:

Field	Required
Review notes	Optional. Up to 2,000 characters. Internal — the client never sees them.

Click Mark reviewed. Status changes to Reviewed. The client is locked out of further edits.

Request changes

Opens when you click Request changes. Asks:

Field	Required
Message to client	Required. Up to 2,000 characters. Shown to the client when they re-open the organizer.

Example: “Please add the 1099-NEC for your freelance work.”

Click Send to client. Status changes to Changes requested. The client gets a notification and the organizer becomes editable on their side.

Delete

Opens when you click Delete. Confirmation copy:

The client will lose access immediately. Answers and document requests are kept in case you need to recover, but the organizer disappears from the list.

The organizer leaves the list and the client’s access to it stops. The data is preserved if you need to recover later.

Status flow


       Send                Open + start
Sent ─────────► In progress ─────────► (client clicks Submit)
                    ▲                              │
                    │                              ▼
                  Unlock ◄────── Changes requested ◄── Request changes
                    ▲                              ▲
                    │              You unlock      │
                  Reviewed ◄────── Mark reviewed ──┘
                    │
                    └──► Unlock returns to In progress

What the client sees

When you Mark reviewed:

They lose the Submit and Edit buttons.
The organizer becomes read-only on their side.

When you Request changes:

They get a notification with your message.
The organizer becomes editable.
Your message appears at the top.

When you Resend:

They get a fresh email pointing to the same organizer.

When you Unlock:

The organizer becomes editable again with no message.
No reminder email is sent. Use Resend for that.

Permissions

Action	Who can do it
View organizer review	Anyone with View intake access
Resend, Mark reviewed, Request changes, Unlock	Edit intake access
Delete	Delete intake access

Sending organizers — the list view and the send dialog.
Document classification — how uploaded documents get classified.
Resend & reminders — the reminder text that goes out on Resend.