Beancounter Online Client Questionnaire Service
The smartest tool in your practice.
The Beancounter Online Client Questionnaire Service streamlines the process of collecting client information and source documents — saving time, boosting productivity, and ensuring accuracy from the outset.
Why it works:
- Completely dynamic — only requests relevant information for each client and entity type.
- Pre-filled with responses from last year
- Easy to send in bulk with automated reminders
- Monitor client progress in real time
- Creates a personalised checklist and digital Terms of Engagement.
- Serves as a structured interview guide to avoid follow-ups.
Recognised as New Zealand’s most advanced client questionnaire, it is continuously updated for IRD changes and tax legislation — providing your firm with confidence, reliability, and a competitive edge.
Smart, simple, streamlined — branded for your firm.
No more irrelevant questions. No missing information. Just a smooth, personalised experience that benefits your clients and your team.
Why firms love it
- Branded for your business – Your logo, your colours — no mention of Beancounter.
- Built-in value addition – Encourages clients to disclose other services they might require from you.
- Time-saving – Stores key information for quick updates next year.
- Always up to date – We review and update it annually to reflect the latest IRD changes.
- Ideal for interviews – Utilise it as a live checklist during client meetings.
Pricing
Annual Questionnaire:
- $1.20 admin fee per questionnaire sent
- $4.00 when the completed questionnaire is returned
GST & Interim Questionnaires:
- $1.20 admin fee per questionnaire sent
- $2.00 when completed
*All prices exclude GST.
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 completes it. If they’re not a farmer, for instance, the farming questions vanish. Clients only see what’s relevant to them, keeping the process quick and focused.
We update it annually to reflect the latest IRD rules and tax changes, so it remains current. You don’t need to do anything — it’s all taken care of 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 generates a checklist of required documents based on their answers. Clients can either upload documents electronically, provide them in the traditional manner, or use a combination of both.
Yes. Each questionnaire includes your own Terms of Compilation Engagement, which are fully customisable. You can incorporate 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 simple. Just select the tax year, balance month, and questionnaire type (Annual, GST, or Interim), and the system will show a list of eligible clients. Tick the ones you want to include and click send — done.
Up to three staff members (Principal, Manager, Clerk) can be notified when a client completes their session. You can also check live status updates in the system at any time to see which questionnaires are completed, in progress, or still pending.
Yes — with just one click. Select the outstanding questionnaires, and the system sends courteous reminder emails at no cost.
Yes. The built-in scheduler lets you set it and forget it. Choose your send dates, due dates, and reminder timings — and it will work 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 offers.
Yes — it’s entirely white-labelled. Your logo, your colours, your brand. There’s no mention of Beancounter.
- Annual Questionnaires: $1.20 admin fee per send, plus $4.00 per completed return
- GST & Interim Questionnaires: $1.20 per send, plus $2.00 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.
“Beancounter’s Online Client Questionnaire Service has transformed how we collect information. It’s faster, smarter and saves us hours of admin — and our clients love how easy it is to use.”
— Partner, Christchurch accounting practice
