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Customizing Templates

Customizing Templates

Customizing Questionnaire Templates

You can edit the templates for the client questionnaire on the Questionnaire Templates page. You can access this page by clicking the Templates Icon on the All Questionnaires tab on the Overview page. In addition, you should have a few default templates that you can edit or delete.

Creating a New Template

You can create a new template by clicking the tab + Create a template. Template name must be unique, and the engagement letter can be added. More about the engagement letter formatting in the Customizing the Engagement Letter section.

Editing the Template Name & Document Path

You can edit the name & document path of the template by clicking the Settings icon next to the template name.

Template name must be unique, and document path can use variables like {year}, {questionnaire_name}, {section}. This document path will auto-place the template in a new or existing folder. After editing, you can click Save.

Customizing the Engagement Letter

To customize the Engagement Letter than will precede the questionnaire, click the "Engagement Letter" section at the top of the page. The section will expand to show you the existing content. (In the screenshot, you can see we selected the “Tax Filing” template).

Then, click the “Edit” button below the letter to view the content in edit mode. You will see a bit of HTML lingo in there that we will decipher for you later in this guide.

From here, make any changes you'd like to and hit the "Save" button.

Click the “Show Preview” link to see what the edited letter will look like to the client. Note that you won’t see the actual client or firm name in Preview mode, you will still see placeholders ({{Client Name}} and {{Firm Name}}) instead.

Key for Engagement Letter 'Edit' Mode

Anything you see in {{}} is called a variable.

{{Client Name}} will be replaced by the client’s first name when the email sends.

{{Firm Name}} will be replaced by your firm’s name according to the firm settings. We recommend using the variable instead of typing out the actual firm name because it’s easy to make typos to the firm name.

Use <br/>  to start typing on a new line

Use <br/><br/> to add spacing/start a new paragraph

Use <b>Content</b> to bold “Content”

Use <u>Content</u> to underline “Content”

Customizing the Questionnaire

If you click to expand the Client Questionnaire, you can see all the sections within the template. You can drag and drop sections to change their order and click to view the questions inside each section. You can also add a section by clicking Add Section.

Customizing Questions and Sections

Click one of the sections, and you can either edit or delete the section or add a new question for the section on the bottom. Similar to sections, you can move around the questions to change order. You can edit or delete the question by clicking the Edit or Delete icon on the right. You can also double-click the question to open the edit pop-up.

The 9 Question Types

There are 9 different types of questions you can use.

  1. Yes/No - simple yes or no question. It can be followed up with another question if yes or no.
  2. Multiple Choice - The client can select an option from a given list and follow it up with another question, depending on the answer choice.
  3. Multiple Select - The client can choose multiple options from a list.
  4. Upload - The client can upload specific items requested.
  5. Date - The clientspecifies a date.
  6. Short Answer - The client can provide an open-ended answer.
  7. Long Answer - The client can answer on a large text area. Suitable for descriptions and explanations.
  8. Client Entries - The client can add entries of multiple items with specific Yes/No and text answers for each entry. Great for asking for dependents with details, rental properties with details, loans, bank accounts, etc.
  9. Sensitive Information - When the client enters in, the input will be masked.


Specifying Number of Characters

You can also specify the number of characters you require for the answer by using Number of characters field. This only applies to Question Types Short Answer and Sensitive Information.

Adding Follow-up Questions

You can also follow up with questions depending on the client's answer to a question by clicking Add Follow-Up Question (only for Yes/No, Multiple Choice, and Multiple Select question types). You can select the trigger "If client selects...then ask the question below" for the follow-up question. You can add any question types for the follow-up except client entries. You could also follow up a second time if the first follow-up question is a Yes/No or Multiple Choice question type.

Customizing Messages

You can also customize initial and reminder messages as well as the disclaimer message for your clients by clicking Edit Messages.

Initial & reminder emails (Subject and body), initial & reminder Soraban messages, and initial & reminder SMS can be customized per template. You can also use variables such as {client_full_name} to make your messages personal.

Lastly, the disclaimer agreement box can be customized under Other tab.

Previewing the Template

Once you're done editing the questionnaire, you can view the questionnaire as a client, and go through the questionnaire. This is more of a mock-up, so no progress can be made or documents can be uploaded.

Creating a Template Link

You can create a template link for prospects to sign up. This link will let them fill in basic information (first and last name, email, phone number, tax year) and get started on the selected questionnaire without you having to invite them onto Soraban.

You can click Copy To Clipboard and share the link anywhere. Assigned Firm User will determine who the new client will be assigned to, once they sign up. If blank, it will default to the first team member of the firm.


Here is a quick preview of what the Template Link will look like:

After filling out the email, the client can fill out the first & last name and tax year for the questionnaire. For example, if they need to file a previous year's tax return, they can input the year here.

Customizing Questionnaire Templates

You can edit the templates for the client questionnaire on the Questionnaire Templates page. You can access this page by clicking the Templates Icon on the All Questionnaires tab on the Overview page. In addition, you should have a few default templates that you can edit or delete.

Creating a New Template

You can create a new template by clicking the tab + Create a template. Template name must be unique, and the engagement letter can be added. More about the engagement letter formatting in the Customizing the Engagement Letter section.

Editing the Template Name & Document Path

You can edit the name & document path of the template by clicking the Settings icon next to the template name.

Template name must be unique, and document path can use variables like {year}, {questionnaire_name}, {section}. This document path will auto-place the template in a new or existing folder. After editing, you can click Save.

Customizing the Engagement Letter

To customize the Engagement Letter than will precede the questionnaire, click the "Engagement Letter" section at the top of the page. The section will expand to show you the existing content. (In the screenshot, you can see we selected the “Tax Filing” template).

Then, click the “Edit” button below the letter to view the content in edit mode. You will see a bit of HTML lingo in there that we will decipher for you later in this guide.

From here, make any changes you'd like to and hit the "Save" button.

Click the “Show Preview” link to see what the edited letter will look like to the client. Note that you won’t see the actual client or firm name in Preview mode, you will still see placeholders ({{Client Name}} and {{Firm Name}}) instead.

Key for Engagement Letter 'Edit' Mode

Anything you see in {{}} is called a variable.

{{Client Name}} will be replaced by the client’s first name when the email sends.

{{Firm Name}} will be replaced by your firm’s name according to the firm settings. We recommend using the variable instead of typing out the actual firm name because it’s easy to make typos to the firm name.

Use <br/>  to start typing on a new line

Use <br/><br/> to add spacing/start a new paragraph

Use <b>Content</b> to bold “Content”

Use <u>Content</u> to underline “Content”

Customizing the Questionnaire

If you click to expand the Client Questionnaire, you can see all the sections within the template. You can drag and drop sections to change their order and click to view the questions inside each section. You can also add a section by clicking Add Section.

Customizing Questions and Sections

Click one of the sections, and you can either edit or delete the section or add a new question for the section on the bottom. Similar to sections, you can move around the questions to change order. You can edit or delete the question by clicking the Edit or Delete icon on the right. You can also double-click the question to open the edit pop-up.

The 9 Question Types

There are 9 different types of questions you can use.

  1. Yes/No - simple yes or no question. It can be followed up with another question if yes or no.
  2. Multiple Choice - The client can select an option from a given list and follow it up with another question, depending on the answer choice.
  3. Multiple Select - The client can choose multiple options from a list.
  4. Upload - The client can upload specific items requested.
  5. Date - The clientspecifies a date.
  6. Short Answer - The client can provide an open-ended answer.
  7. Long Answer - The client can answer on a large text area. Suitable for descriptions and explanations.
  8. Client Entries - The client can add entries of multiple items with specific Yes/No and text answers for each entry. Great for asking for dependents with details, rental properties with details, loans, bank accounts, etc.
  9. Sensitive Information - When the client enters in, the input will be masked.


Specifying Number of Characters

You can also specify the number of characters you require for the answer by using Number of characters field. This only applies to Question Types Short Answer and Sensitive Information.

Adding Follow-up Questions

You can also follow up with questions depending on the client's answer to a question by clicking Add Follow-Up Question (only for Yes/No, Multiple Choice, and Multiple Select question types). You can select the trigger "If client selects...then ask the question below" for the follow-up question. You can add any question types for the follow-up except client entries. You could also follow up a second time if the first follow-up question is a Yes/No or Multiple Choice question type.

Customizing Messages

You can also customize initial and reminder messages as well as the disclaimer message for your clients by clicking Edit Messages.

Initial & reminder emails (Subject and body), initial & reminder Soraban messages, and initial & reminder SMS can be customized per template. You can also use variables such as {client_full_name} to make your messages personal.

Lastly, the disclaimer agreement box can be customized under Other tab.

Previewing the Template

Once you're done editing the questionnaire, you can view the questionnaire as a client, and go through the questionnaire. This is more of a mock-up, so no progress can be made or documents can be uploaded.

Creating a Template Link

You can create a template link for prospects to sign up. This link will let them fill in basic information (first and last name, email, phone number, tax year) and get started on the selected questionnaire without you having to invite them onto Soraban.

You can click Copy To Clipboard and share the link anywhere. Assigned Firm User will determine who the new client will be assigned to, once they sign up. If blank, it will default to the first team member of the firm.


Here is a quick preview of what the Template Link will look like:

After filling out the email, the client can fill out the first & last name and tax year for the questionnaire. For example, if they need to file a previous year's tax return, they can input the year here.

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