Your practitioner may send you a Client Survey to help speed up some necessary data collection. Client Surveys can be accessed via the To-do list on your client portal and are identified by an icon depicting a clipboard with a checkmark on it.
To get started, log in to your Client Portal.
What's in this Article
- Complete a Client Survey
1. Click on the To-do tab.
2. Locate a Client Survey. Surveys are indicated by an icon depicting a clipboard with a checkmark.
3. Read any instructions provided by your accountant and click Open Survey.
4. Complete the information fields on the page and click Next section to continue the survey.
Use Tool Tips: Hover your mouse over the tool tip icon to view a more detailed explanation of questions.
5. Continue filling out fields in each section.
Sections are listed in the Progress box to help you understand how much you have left to complete. Sections include Personal profile, Personal assets, Income, Expenses, Miscellaneous items, and Submit to practitioner.
6. If needed, return to completely fill all sections.
If you have left any other sections blank, you will be prompted to finish them before submitting your survey.
7. Click Submit.
- The You're all done! screen will load once your survey has been sent.
- Once you are finished, click Back to return to the home screen.
