Articles on: Practice Manager

How to Create and Manage Questionnaires in COUNT Practice Manager

Questionnaires allow you to collect information from clients before starting work or during your engagement. You can create reusable questionnaires with different question types, preview them before publishing, and use them as part of your Period Close workflows.

Accessing Questionnaires

There are two ways to access the Questionnaires page.

Option 1: From Period Close

Navigate to Period Close from the main navigation bar.
Click Questionnaires in the top toolbar.

This opens the Questionnaires management page where you can create and manage your questionnaires.

Option 2: From Settings

You can also access Questionnaires from Settings.

Click Settings in the top navigation.
Scroll down until you find the Questionnaires section.
Select Questionnaires.

Creating a New Questionnaire

On the Questionnaires page, click + New Questionnaire.
Enter a Questionnaire Name (required).
(Optional) Add a Description to provide additional context.

Add Questions. Each questionnaire can contain one or more questions. For each question:

Enter the Question Text.
Select the appropriate Question Type.
(Optional) Add Help Text to provide instructions or additional information for your client.
Enable Required if the client must answer the question before submitting the questionnaire.

You can continue adding as many questions as needed by selecting + Add Question.

Click Create.

Available Question Types

COUNT Practice Manager currently supports the following question types:

Question Type	Description
Text Answer	Allows the client to enter a free-text response.
Number Answer	Restricts the response to numeric values.
Document Upload	Allows the client to upload supporting files, such as bank statements or financial documents.
Checkbox	Lets the client select one or more predefined options.
Digital Signature	Requests the client to electronically sign the questionnaire.

Choose the question type that best fits the information you need to collect.

Preview Your Questionnaire

Before sending the questionnaire, you can select the Preview tab to see exactly how the questionnaire will appear to your clients. The preview displays:

Using Preview helps verify that your questionnaire is clear and easy for clients to complete before making it available.

Your questionnaire will now be available to use in your workflows and can be selected wherever questionnaires are supported, including Period Close.

ProTip: Keep questionnaires focused on the information you actually need. Breaking large questionnaires into smaller, purpose-specific questionnaires often provides a better experience for clients and improves completion rates.

Updated on: 07/08/2026

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