Organizers: Conditional Logic
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Tyler Otto
In the organizers, we would love to have the ability to have questions appear or disappear based on previous answers.
Example: If we ask "do you have kids/dependents" and they say "No", hide all questions about kids name/ssn/dob as well as stuff about child tax credits, childcare expenses, etc.
We don't want to overwhelm our clients with super long questionnaires if we don't have to.
Ryan Le Roux
marked this post as
complete
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Dane Janas EA
Absolutely crucial. Currently using TaxDome for this purpose - they built out a really nice conditional format.