Frequently Asked Questions

It covers everything you need to accurately prepare your clients’ accounts — from rental properties to cryptocurrency, farming to company vehicles. It’s designed to ensure nothing is missed so you can maximise your clients' savings.

Not at all. Our questionnaire is dynamic — it adapts as the client fills it in. If they’re not a farmer, for example, the farming questions disappear. Clients only see what’s relevant to them, keeping the process quick and focussed.

We update it yearly to reflect the latest IRD rules and tax changes, so it’s always up to date. You don’t need to do anything — it’s all handled for you.

No. The questionnaire recalls what the client submitted previously and pre-fills earlier answers, making it even quicker the following year.

Once the questionnaire is completed, it automatically creates a checklist of required documents based on their responses. Clients can either upload documents electronically, provide them in the traditional way, or use a combination of both.

Yes. Each questionnaire contains your own Terms of Compilation Engagement, which are fully customisable. You can include IRD authority and any other firm-specific requirements.

Absolutely. Clients can sign electronically, with secure tracking that includes user ID, time and date, IP address, and browser details. These details are stored securely in both the system and the signed PDF.

It’s straightforward. Simply select the tax year, balance month, and type of questionnaire (Annual, GST, or Interim), and the system will display a list of eligible clients. Tick the ones you wish to include and click send — done.

Up to three staff members (Principal, Manager, Clerk) can be notified when a client finishes. You can also check live status updates in the system at any time to see which questionnaires are completed, in progress, or not yet started.

Yes — with just one click. Choose the outstanding questionnaires and the system sends polite reminder emails, free of charge.

Yes. The built-in scheduler allows you to set it and forget it. Select your send dates, due dates, and reminder timings — and it will operate the same way each year.

Yes. The final section of the questionnaire includes a “General Questions” area, where you can ask clients about additional services your firm provides.

Yes — it’s completely white-labelled. Your logo, your colours, your brand. There’s no mention of Beancounter.

• Annual Questionnaires: $1.20 admin fee per send, plus $4 per completed return
• GST & Interim Questionnaires: $1.20 per send, plus $2 per completed return

All prices exclude GST.

Just your logo and a client list. If you use Xero Practice Manager or APS, we have automatic integration. Otherwise, a simple export from your current software will suffice. We’ll get you set up and running quickly.