Organizers: Conditional Logic
T
Tyler Otto
In the organizers, we would love to have the ability to have questions appear or disappear based on previous answers.
Example: If we ask "do you have kids/dependents" and they say "No", hide all questions about kids name/ssn/dob as well as stuff about child tax credits, childcare expenses, etc.
We don't want to overwhelm our clients with super long questionnaires if we don't have to.
D
Dane Janas EA
Absolutely crucial. Currently using TaxDome for this purpose - they built out a really nice conditional format.