Help Center

Completing a Questionnaire

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Here’s a quick guide to completing a questionnaire on behalf of your client on a desktop computer. If this is the first time the account is being used, you’ll be prompted to choose a preferred contact method (email or both text & email) when you sign in.

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Once that’s complete, you’ll be taken to our Engagement Letter page – which you’ll be able to e-sign and continue.

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Once you click the “Save and Continue” button, you’ll be taken to the first section — where you can quickly answer several “yes” or “no”  questions. You can click “Answer Later” or “Upload Later” if an answer or a document is not ready at the moment.

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If you marked the “Include Prior-Year” checkbox before sending this questionnaire, there will be a “Other Prior Year Documents” section that can be seen at the last part of the questionnaire.

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Once you complete the questionnaire, you’ll check a final confirmation box and then submit. You can customize what’s included in this box, so let us know if you’d like us to reword or amend anything.

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You can also click “Document Checklist” link (below the sections listed in the left panel) to see which documents you still need to upload for the questionnaire. This allows you to upload documents more easily than having to return to different sections of the questionnaire.

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