Dynamic Onboarding Form | Feature Requests

Dynamic Onboarding Form

discussing with author

Tyler Otto

Have the ability to create a dymanic Onboarding form for our clients. This would mean that we could build out requests with built in decision trees.

Dane Janas EA

THIS! And actually in the bookkeeping suite - not as an "organizer" in the tax suite (that many of us without 20 clients don't have access to).

Ben Stein

updated the status to

discussing with author

Ben Stein

Tyler Otto - what would be an example of a decision tree that would cause new clients to branch in one direction vs. another?