Tax intake questionnaire clients will actually finish
A conditional digital organizer that asks only relevant questions, prefills last year's answers, and turns each response into the exact document requests that engagement needs.
- Conditional logic — no more 80-question PDF organizers
- Prior-year answers prefilled for returning clients
- Answers automatically generate document requests
- Save and resume on any device, with progress visible to staff
The PDF organizer is why intake stalls
A traditional organizer asks every client about farm income, foreign accounts, and rental depreciation whether or not it applies. Most clients open it, feel overwhelmed, and put it aside — and the firm spends February chasing it.
The WeCloseBooks intake questionnaire branches. Answer 'no' to rental property and the rental section disappears. Say you sold a home and the questionnaire asks for settlement statements and adds them to your document checklist automatically.
Intake that feeds the rest of the engagement
Questionnaire answers are structured data, not prose in a PDF. They generate document requests, populate the AI information review, flag new life events for the preparer, and give the reviewer context on what changed since last year.
- Templates per engagement type: 1040, 1120-S, 1065, trust, bookkeeping
- JotForm responses accepted for firms already using their forms
- Staff see partial answers in real time and can nudge mid-way
- Change detection against prior year highlighted for review
Built for how clients actually respond
Clients start on a phone at night and finish on a laptop at the weekend, so progress saves continuously and returns them to where they stopped. Sections can be completed in any order, and a spouse or controller can be invited to answer the part they own.
Frequently asked questions
- Can the tax questionnaire skip questions that do not apply?
- Yes. Conditional logic hides irrelevant sections, so a wage-only client answers a short form while a client with rentals and a business sees the questions that matter.
- Does last year's information carry forward?
- Prior-year answers pre-fill the questionnaire so clients confirm or correct rather than starting from a blank form each season.
- What happens to the answers after submission?
- Answers drive the document checklist automatically — a rental property answer adds the rental documents your preparers will need.
See tax intake questionnaire in your firm
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Every partner, manager, preparer, admin, and client signs in through one secure, auditable identity layer — with single sign-on, multi-factor authentication, and controlled onboarding and offboarding of staff.
RBAC/PBAC & PermissionsDefine exactly what each role can see and do — then layer policy rules on top so access follows the client, the entity, the pod, and the engagement rather than one flat permission list.
Staff & POD AdministrationGroup your team into PODs — small pods of preparers, reviewers, and admins who own a book of clients together — then manage assignments, capacity, and coverage from one screen.
Client & Household ManagementLink spouses, dependents, trusts, partnerships, and closely held companies into a single household so your team sees the whole relationship instead of six disconnected client records.