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It would be amazing to be able to create our own surveys for clients. We use Canopy for our bookkeeping practice, not taxes so the tax organizer is cool, but not really helpful for us. But I feel like this feature would also benefit tax practices!
We could use custom surveys for onboarding new clients to get all of their info such as business entity, address, phone, EIN, etc., or even sending out feedback surveys 1-2 times a year to see if our clients are happy or if there's something we can improve on.