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Send questionnaires to clients

Add a question to a client's questionnaire

You can add additional questions to the questionnaire for a specific client. Note that using this method will only add a question to the questionnaire for the client whose profile you are currently on. 
Follow these steps to add a question to a client's questionnaire.
  1. On the
    Overview
     screen, select a client's tile to view the Client Profile. You can also search for a client and select the client tile from the result.
  2. Select
    Questionnaire
    .
  3. Select
    Add Questions
    .
  4. Enter the question, then select the answer type:
    MULTIPLE CHOICE
     (Yes, No, N/A) or
    FREE TEXT
    .
    To create a follow-up question based on the client's reply, select
    ADD FOLLOW-UP QUESTION
    . The follow-up question is only available if you selected the parent question as a multiple-choice question.
  5. Select
    SAVE
     to add the question to the questionnaire.
  6. The new question is added to the end of the questionnaire with a tag indicating the question is new. You can select
    Edit
     to edit the question. Select
    Delete
     to delete the new question.

Follow-ups questions in an existing questionnaire

Your client's response to a multiple-choice question triggers a follow-up question. This lets you get more information from your client about their answer to a previous question.

Taxpayer's experience

Your client's
Activity Feed
 will show them when you update their questionnaire.
A
New
 tag appears next to the new questions.
See your client's view of the questionnaire process.

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy

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