The life change phone call
Smart intake questionnaire
Replaces the life change phone call. Answers add the right items to the client's checklist automatically.
Collect · The short end of 3 to 11 weeks when added to the portal.
A short questionnaire. Answering yes to selling a property adds property sale documents to the client's checklist; yes to having a child adds child care receipts.
How it works
Step by step.
01
The client answers a few questions
Sold a house? Had a child? Changed marital status? Started a business? On their phone, in a few minutes.
02
The checklist updates itself
Sold a house adds property sale documents. A child adds child care receipts. Nothing to remember.
03
Your team sees the summary
One screen of what changed since last year, before the return is opened.
What you get
Included in the build.
- Questions in plain language, in your firm's wording
- Answers add checklist items automatically
- A summary of changes since last year for the preparer
- Works inside the document collection portal or on its own
Works with
- CCH iFirm
- TaxCycle
- Karbon
- Microsoft 365
- Google Workspace
Your data on this system
Answers describe life events and are personal information. They are stored in Canada with the portal, encrypted, and visible only to your staff.
Typical timeline
The short end of 3 to 11 weeks when added to the portal.
FAQ
Smart intake questionnaire questions
Yes. The questions and the checklist items they trigger are yours to edit.
The firm you'd have if you could actually staff it.
30 to 45 minutes. You leave with a written breakdown either way.