Survey Builder - Taxify360 - AI Powered Tax CRM & Automation Platform

Survey Builder

Build and publish your surveys and forms in just minutes — no drudgery, just quick and easy form-building. Select your fields, configure your options, and easily embed your forms on any landing page or website using Taxify360's built-in tools.

✦ Feature 01 · No-Code Builder

Build in
Minutes

No coding knowledge required. Drag and drop fields onto your survey canvas, rearrange them in any order, and have a fully functional form ready to go in minutes. Choose from text inputs, dropdowns, radio buttons, checkboxes, and more to capture exactly the client data you need.

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Survey Builder
4 Fields
+ Text
+ Dropdown
+ Radio
+ Checkbox
+ Date
Text
Full Name
e.g. John Smith
Dropdown
Filing Type
W2 Employee
Self-Employed
Business Owner
Radio
First time client?
Yes
No, returning
Checkbox
Documents Ready?
W2 Form
Photo ID
1099 Forms
+ Drag or Click to Add Field

✦ Feature 02 · Customization

Configure
Your Options

Every field and every survey setting is fully configurable. Set required fields, add conditional logic, enable notifications to your team when a form is submitted, and choose where leads get redirected after completing your survey. It's all in one place with zero extra tools.

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Survey Settings
Fields
Logic
Notify
Redirect
Required Fields
Force completion before submit
Conditional Logic
Show/hide fields by answer
Auto-Tag on Submit
Tag contact based on answers
📩
Email your team instantly when a new form is submitted
ON
Trigger workflow automation on submission
ON

✦ Feature 03 · Integration

Easily
Embed Forms

Once your survey or form is built and configured, embed it anywhere in seconds. Drop it onto your Taxify360 funnel pages, copy the iframe code to paste into your existing website, or share a direct link. Your data flows straight back into Taxify360 so every submission becomes a new contact automatically.

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Embed & Share
3 Methods
🖥️
iFrame
🔗
Link
📄
Funnel
Embed Code Copy ⧉
<iframe src="https://app.taxify360.com/survey/intake-form" width="100%" height="480" frameborder="0"></iframe>
Live Preview
Client Intake Form
Tell us a little about your tax situation
Full Name
Filing Type ▾
Phone Number
SUBMIT ›
312
Submissions
74%
Completion
312
New Contacts