Completing a Client Survey

A survey can only be sent after an engagement has been created. For help, refer to the Creating Engagements article. This article will cover three (3) sections:

• Creating a New Survey
• Including Non-Liable Spouse Information on the Client Survey
• Viewing Client Survey Results

Creating a New Survey

Permissions and Licenses Required

• License: Tax Resolution
• Permissions: Access to the contact

To get started, select a Contact in Canopy and then select an active engagement from the Engagements menu.

1. On the left side of your client’s Engagements screen, click Client Survey in the Work column.
   
2. On the Client Survey screen, click Send to your client.
   
3. In the Client Portal window, click the checkbox in-line with your client’s name and contact information.
• If you wish to send the client survey to an email address not listed, type it in the Enter the email of a new person textbox.
  
4. Scroll down to review the email Canopy will send to your client. Then click Send invite.
   
• The Client Portal window will close.
5. A notification will load letting you know that Your survey was sent! 
6. Click View survey to see your client’s progress on the survey.
   

Sending an In-Progress Client Survey

1. Navigate to the Client Survey screen and click View survey.
2. In the sidebar of the survey, click Send.
   
• The Client Portal window will open.
3. Click the checkbox in-line with your client’s name and email address.
• If you wish to send the survey to a different email, click Add another person.
  
4. Click Send.
• A notification will pop up in the bottom left corner of your screen letting you know the survey has been sent.

Resending a Client Survey

1. In the sidebar of the Survey screen, click Resend.
   
   
   • The Client Portal window will open.
2. Click the checkbox in-line with the client’s name and email address.
   
   
   • If you wish to send the survey to a different email, click Add another person.
3. Click Send.
   • A notification will pop up in the bottom left corner of your screen letting you know the survey has been sent.

Back to Top

Including Non-Liable Spouse Information on the Client Survey

Permissions and Licenses Required

• License: Tax Resolution
• Permissions: Access to the contact

To get started, the individual filling out the Client Survey - it can be you or your client - will open the Client Survey in Canopy.

1. Select Marital status from the sidebar.
   
2.  Complete the required spousal information. At the bottom of the Marital status screen you can choose whether the spouse is liable.
3. If the spouse is not liable, the client will select No.
• Once No is checked, additional fields will appear.
4. If the spouse earns a separate income, click Yes in answer to Does non-liable spouse have income?. If the spouse does not earn a separate income, click No.
   
• If Yes is selected, additional fields will load. The client will need to fill out all applicable financial information about the non-liable spouse, including the contributions joint household costs.
  
5. The client will fill out the non-liable spouse’s contact information and then click Next Section to continue completing the client survey.
   
• The information from the client survey will auto-populate in the source form.​

Viewing Client Survey Results

Permissions and Licenses Required

• License: Tax Resolution
• Permissions: Access to the contact

The survey must be completed for you to view complete results. To get started, click Engagements in Canopy.

1. Click on the Engagement you want to review.
   
• Click on the Engagement Name.
2. Click Client Survey in the Work column.
   
3. Click View survey.
4. On the Client Survey screen, click through each section to view your client’s responses.
• To view additional options on survey data and access, click Survey Options.
  

Granting Clients Access to their Completed Survey​

1. To control when your client has access to the Client Survey and whether they can change answers after completing the survey, click the Survey Options on the Client Survey screen.
2. Click On - Client Has Access to allow your client to edit their responses to the Client Survey.
• Click Off - Client Doesn’t Have Access to block access to the survey.
3. The toggle switch at the bottom of the window will be green if the client access is set to On. When this toggle switch is green, Canopy will Automatically remove access when the client has completed the survey. To turn off this setting, click the toggle switch.
• If the client access is Off, the toggle switch will not have the option to switch.
4. Click Save.
   
• The Survey Options window will close.

Managing Survey Data

1. To make changes on the Survey Data settings, click Survey Options on the Client Survey screen.
2. In the Survey Options window, click Survey Data.
3. If you wish to push the client survey data to each of the relevant tax forms, make sure the toggle switch is set so it is green.
• This will auto-populate data into the forms within Canopy.
• Disabling this feature will prevent the data from the client survey to automatically generate onto the forms.
4. Click Save.
   
• The Survey Options window will close.

Back to Top