Heads Up! This feature is currently in beta, which means you may notice some changes over time. As you explore the Questionnaire beta, we’d love to hear your thoughts and suggestions to help us make it even better! To leave a suggestion or feedback, click here!

Our Questionnaire builder lets you create custom forms to gather client information — saving you time on follow-ups and ensuring accuracy. Whether for intake forms or tax organizers, questionnaires help streamline client data collection.

Required Licenses and Permissions

Plans/Licenses: Document Management, Client Management & Engagement
Permissions: Admin permissions, or staff with Questionnaire and Document Management permissions enabled

Why it matters

Custom questionnaires let you collect exactly the information you need, reduce back-and-forth, and now automatically generate a document checklist so clients can easily track and upload all required files.

Create a Questionnaire Template

Additional Resources

Create a New Questionnaire Template

Go to Templates in the global navigation bar.
Select Questionnaire.
Click Create Template.
Personalize the Welcome Screen:
- Title — The name of your questionnaire.
- Type & Description — Optional fields, visible internally to help organize templates.
- Welcome Message — The first thing clients see when opening the form. Use clear instructions and context so they know what to prepare.
- (Optional) Use formatting tools (headers, bullet points, hyperlinks) to make the message easy to follow.
- Review & Submit - Toggle this on to require recipients to review and confirm their responses before submission.

Add Pages and Sections

Click Add Page to create multiple pages.
Each page comes with one default section — click Add Section to include more.
Use the stacked-dot menu to rename, duplicate, or delete pages and sections.

Add and Manage Question Groups

When you create a new page, an initial group is already included.
Rename the group by clicking into its title.
To add another group, click Add Group. A menu opens with two options:
- New Group — Adds a blank group so you can choose and build your own questions.
- Pre-built Group — Adds a set of predefined questions. Pre-built groups include:
  - Personal Information (e.g., Full Name, Dependent Details, Spouse Details, Address)
  - Financial Information (e.g., Income, Expenses, Deductions)
  - Sole Proprietorship (e.g., Business Information, Goods Sold, Vehicle Details, Assets Listing)
  - Example: selecting Dependent Details automatically adds relevant dependent-related questions.
Use the 3-dot icon next to a group to:
- Collapse or expand the group
- Duplicate the group
- Delete the group
On the left side, use the Preview panel to see how the group and questions appear to clients. You can also type into the fields to test them.

Add and Customize Questions

Inside a group, click Add Question.
A panel opens on the right. Choose a question type:
- Text responses — Short text, long text, number, date
- Multiple choice — Yes/No, single select, multi-select, dropdown
- Contact info — Name, email, phone, SSN, EIN, address, etc.
- Miscellaneous — Headline, body text, file upload
- Tax & accounting — Filing status, taxpayer status, income sources, expenses, etc.
After selecting a type, rename the question by typing directly into the field.
Drag and drop questions to rearrange them within the group.
Use the 3-dot icon next to a question to duplicate or delete it.
Expand or collapse the group to focus on one section at a time.

Adjust Group and Question Settings

Once your group has questions, you can refine behavior with settings.

Group settings (gear icon next to the group):

Repeating — Toggle on to let clients add multiple entries (e.g., multiple dependents). This adds a customizable + Add another button.

Individual question settings (gear icon next to a question):

Required — Make the question mandatory.
Description — Add instructions or context

Set Conditions on Groups and Questions

Conditions let you control when a group or individual question appears in the questionnaire.

Set Conditions on Groups

To set conditions on a group:

Click the Settings icon on the group.
Toggle on Set Condition.
Under Show group if, select:
- All – every condition must be met.
- Any – only one condition must be met.
From the Select question dropdown, choose a multiple-choice question.

Important rules for group conditions:

The trigger question must be a multiple-choice question.
It must be located in a different group than the one you’re setting conditions on.
Under Equals, select the response that will trigger the condition (e.g., “Yes” or “No”).
(Optional) Click + Add Condition to create additional rules.

Set Conditions on Questions

To set conditions on an individual question:

Click the gear icon on the question.
Toggle on Set Condition.
Define the logic by selecting a multiple-choice trigger question.

Important rules for question conditions:

The trigger can be a multiple-choice question in the same group or in a different group.
Conditions cannot be based on text-response or other non–multiple-choice question types.

Add File Uploads

File Uploads:
1. In a group, click Add Question.
2. Select File Upload.
3. Provide instructions (e.g., “Upload W-2 form”).
4. (Optional) Mark as Required.
Document Checklist (New):
- All file upload slots across the questionnaire are automatically consolidated into a checklist or Document Request List (DRL).
- Clients see a Document Checklist tab in their questionnaire view.
- They can track which files are uploaded and what’s still missing.

Review & Save

Click Preview to review the Questionnaire before saving.

When previewing a questionnaire, you can open the Review & Submit section. This section lets users review their answers before submitting. If you toggle on Require Review & Submit, users must manually confirm the answers in each section before they can submit.