EZ-Filing includes a client questionnaire that you can use to gather information from new clients. You can generate a PDF copy of the questionnaire and e-mail it to your client, or you can print a paper copy and fax or mail it. The EZ-Filing online questionnaire is provided in English only.
Note: You can also have clients complete an online questionnaire from www.stopmybills.com, then import that information into EZ-Filing using Rapid Import™.
For client questionnaires for Spanish-speaking clients, go to http://www.spanishbankruptcy.com/