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Custom Client Information Sheet

I am looking for something like the survey but just for information for a basic tax return... is there a way to create one or input one into the portal? I would like to have something for client information and due diligence if possible (like for HOH status or claiming EIC)

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Released · Last Updated

Canopy released a tax organizer.


  • Can i add to this? i would love to be able to put Merge fields (from Practice Management, Tax Resolution, Tax Prep, ect) into the Templates/Boiler Plates. then we could create surveys that can be personalized as well as give us the ability to merge information back to the portal!

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