jdctax wrote:How do you send the Yes/No questionnaire? I'd like to send something that can be filled out online with required questions (i.e. foreign bank accounts, changes to marital status or dependents, etc) and the ability to fill in organizer info if desired but I haven't found a great system for doing that yet.
CornerstoneCPA wrote:What's the cost of this?
CornerstoneCPA wrote:But realistically, it is not difficult for any of my clients to scan their signed forms.
swgordon wrote:makbo is there the option to fill in data in the engagement letter or eft authorization? i need them to fill in their bank info on the eft form and on my engagement letter i have them fill in DOB, etc. i could move those items to the questionnaire but still need the bank info on the eft.
makbo wrote:jdctax wrote:How do you send the Yes/No questionnaire? I'd like to send something that can be filled out online with required questions (i.e. foreign bank accounts, changes to marital status or dependents, etc) and the ability to fill in organizer info if desired but I haven't found a great system for doing that yet.
The questionnaire is just one part of the overall organizer package, it's the only one I normally use, although clients can optionally fill out more organizer pages on line if they wish.
It's not feasible to provide a tutorial here, but what you want can be done, there are actually quite a few organizer options available with UT, for delivery on paper, by email, or through the vendor portal. And you can customize most of them. You are just going to have to dig into the help screens, and experiment on yourself (or a staff/family member). They may even have some video tutorials at the vendor web site, after all this is a product they promote.
To get the most flexibility and ability to send files back and forth with clients, you need to buy their NetPortal product, I think. It's not cheap, so instead I upload and retrieve organizers and signatures forms on a per-return basis, which means I can't upload files to the client, they can only send files to me (and I choose the option for "one time only", as I have another portal I use regularly for everything else).
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