Complete a Client Survey
Your practitioner may send you a Client Survey to get information. You can find Client Surveys on the To-do list on your client portal. Client Surveys have an icon of a clipboard with a checkmark.
1. Log in to your Client Portal and click on the To-do tab.
![](https://canopytax.zendesk.com/hc/article_attachments/14266488132891)
2. Locate a Client Survey.
Surveys have this icon.
3. Read any instructions provided by your accountant and click Open Survey.
![](https://canopytax.zendesk.com/hc/article_attachments/14266582848539)
4. Complete the information fields on the page and click Next section to continue.
Use Tool Tips: Hover your mouse over the tooltip icon to view a more detailed explanation of questions. |
![](https://help.clientportal.com/hs-fs/hubfs/image-png-Apr-07-2023-06-17-04-6015-PM.png?width=699&height=234&name=image-png-Apr-07-2023-06-17-04-6015-PM.png)
5. Continue filling out fields in each section.
The
Progress box has a list of the sections to help you understand how much you have left to complete. Sections include:
- Personal profile
- Personal assets
- Income, Expenses
- Miscellaneous items
- Submit to practitioner
![](https://canopytax.zendesk.com/hc/article_attachments/13644161010459)
6. If needed, return to completely fill all sections.
If you have left any other sections blank, you'll see a prompt to finish them before you submit your survey.
![](https://canopytax.zendesk.com/hc/article_attachments/14266787237659)
7. Click Submit.
![](https://canopytax.zendesk.com/hc/article_attachments/14266754494747)
- The You're all done! screen loads once your survey sends.
- Click Back to return to the home screen when you finished.
![](https://canopytax.zendesk.com/hc/article_attachments/14266853443099)