We are accountants who prepare tax returns for our clients. I would like to have developed for us a dynamic checklist tool as follows:
1. A questionnaire is completed.
2. Based on the responses to the questionnaire, two checklists are created:
a. One checklist is a list of issues to be addressed. There should be the ability to also add in custom checklist items on the fly as well.
b. Based on the responses to the questionnaire in #1, another checklist is produced. This checklist is a much longer list of technical things that the "preparer" needs to
consider as well.
We can provide a word doc or excel sheet with all of the various questions for the questionnaire, the items to then be generated on the checklist under "a", and the items to be included on the checklist under "b" above. We can also provide the conditions for inclusion of each item on the a and b checklists based on the answers to the questionnaire. This tool needs to have the following qualities:
1. It needs to be easy to make changes to it as we learn what is needed and not, etc.
2. Preferably, the questionnaire under 1 above needs to be available on a webpage for our clients to fill it out.
We are subscribers to Office365 online and so we have sharepoint. In looking around a bit, it looks like infopath might be a tool that we already have that would be good to use. This would be good too as our team is already used to using sharepoint.
20 freelancers are bidding on average $641 for this job
Hi, I am expert in developing custom InfoPath forms. I had good experience in developing complex checklist application for Sharepoint using InfoPath. Let me know your availability to discuss more. Thanks Anand