Forms are what clients have to deal with in various ways i.e. filling in requested information such as a date or a place or attach relevant documents.
Make sure to build set of questions and conditions via "Template" > Forms. Learn more
Click on "New Form"
With Forms, you can:
- Create customized questionnaires tailored to your business needs.
- Send questionnaires directly to clients through the ClientRelay platform.
- Collect responses securely in one centralized location.
- Reduce manual follow-ups by streamlining the information collection process.
- Maintain accurate and organized client records for future reference.
This feature helps improve communication, increase efficiency, and ensure that all required client.
Complete the 3 steps:
1. Basic
Note: "Form Template" is optional
Related guide: About "Template"
2. Questions
Note: Press "Use TaxAgent to ask tax questiobs with AI" clients are redirected to TaxAgent to complete the Q&A instead of filling out a static form. Learn more
Area where you can add "Internal note" for your team member view.
3. Email
Note: make sure to set-up template first. Learn more
Monitor the completion status of questionnaires and track client progress.
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