Use AI to draft a client-ready questionnaire based on your prompt, the client’s data, and (optionally) supporting documents. The AI customizes the content to your template and produces an editable questionnaire you can fine-tune before sending.
Smart Intake Credit Update
AI-generated questionnaires use Smart Intake client credits. A credit is applied only when you take an AI action for a client, including:
Generating an AI questionnaire
Generating an AI document checklist
Enabling Respond with AI
How Credits Work
Each client uses one Smart Intake credit per subscription cycle, no matter how many AI questionnaires, checklists, or actions you create afterward.
Non-AI questionnaires and document checklists do not use credits.
👉 Learn more: Smart Intake & Engagement Credits
Why it matters
Cut prep time for organizers and intake forms.
Tailor questions to each client’s situation using existing data and files.
Keep your workflow consistent by layering AI on top of your firm’s questionnaire templates.
Table of Contents
Create a Questionnaire
Click the Global + icon in the navigation bar.
Select Questionnaire from the menu.
Complete the questionnaire setup fields:
Title: Enter a questionnaire title.
Template (optional): Apply a questionnaire template.
If selected, AI will tailor the template based on your prompt and/or uploaded file.
Add to Existing Task (optional):
Toggle on to open a dropdown of tasks linked to the selected client.
Choose a task to attach the questionnaire to.
Assignee(s): Add internal assignees.
Client Due Date (optional): Set a due date.
Client Reminder (optional): Add a reminder.
Generate the Questionnaire with AI
Scroll to the bottom of the creation modal and toggle on Generate with AI.
Once toggled on:
A Smart Intake label appears at the top of the modal showing available credits (e.g., 2/113).
A notification at the bottom confirms the credit usage for this action:
“Uses 1 credit” if this is the first Smart Intake action for that client.
“Uses 0 credits” if a credit has already been applied to this client during your subscription period.
Add AI inputs:
Prompt: Describe what you need (e.g., “Collect tax info for TY2025,” or “New client onboarding”).
Convert File to Questionnaire (optional): Attach a file to guide question generation.
Choose Existing file (Client Record, Internal Files, or My Files) or upload a New file.
Click Create to generate the questionnaire
Heads up: Questionnaire generation can take a few minutes depending on the length and attached files.
You don’t have to stay on the page—click the X in the top-right corner to close the pop-up window. The questionnaire will automatically save as a draft in the client’s task list, and you’ll get a notification when it’s ready.
Review and Edit the Generated Questionnaire
Once the questionnaire is generated, it opens automatically in the editor. If you close the loading window before generation is complete, go to your notifications to open it once it’s ready.
Navigate to the Profile Icon > Notifications > Client Requests and click on the questionnaire notification to open the questionnaire.
Make edits as you would for any questionnaire (rename groups, tweak questions, adjust required fields, etc.).
If the AI suggested questions you don’t need, delete them; if it missed something, add it.
Tip: Keep firm-standard sections in your template; use the AI prompt/files to tailor client-specific sections. This balances speed with consistency.
Send, Save as Draft, or Save as Template
Click Save.
Choose one of the following options:
Save as draft – Keeps the questionnaire editable and not yet visible to the client.
To continue later, go to Templates in the navigation bar.
Select Questionnaire > Drafts.
Open the draft to finish editing and send when ready.
Save as template – Opens a modal to create a reusable version of the questionnaire.
In the modal, select a Template type (Client intake, Tax organizer, or Other).
(Optional) Add a Template description.
Under Save to, choose where to store the template:
Team – Shared with your team.
Private – Only visible to you.
Draft – Saves as a draft version.
Click Save.
To view or use the saved template, go to Templates in the navigation bar and open the tab you saved it to.
To send the questionnaire immediately, click Send instead of Save.
Select the contacts to receive the organizer.
Click Send to (x) contacts.
A confirmation notification appears once it’s sent.
Open a Saved Draft
Go to the Client Record or your Task List.
Find the questionnaire with Status: Draft.
Click the task name to open, edit, and (when ready) send to the client.
Troubleshooting
I don’t see strong customization from AI.
Strengthen your prompt with specifics (year, entity type, services) and add a representative file (e.g., last year’s return).
The wrong contacts appear on Send.
Verify the client’s primary and related contacts are set correctly before sending.
The template format didn’t apply as expected.
Confirm you selected the intended Questionnaire template before clicking Create; adjust sections manually if needed.
It’s taking a while to generate.
Large prompts and attached PDFs can increase generation time; wait for completion, then edit as usual.
Summary
AI drafting accelerates questionnaire prep by combining your prompt, client data, and supporting files with your firm’s standard template. You get a head start that’s fully editable—review, fine-tune, and send with reminders and due dates to keep clients on track.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.