Double logo
Double
Create
Roadmap
Feedback
Feature Requests
Changelog

    Boards

  • Feature Requests

Powered by Canny

Feature Requests

Export Completed Organizer
3
·
Tax Suite
·
complete
Organizers: Conditional Logic
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.
2
·
Tax Suite
·
complete
Tax Organizer
Please add the ability to create organizers in the new tax suite workflow.
1
·
Tax Suite
·
complete
Powered by Canny