Set ‘Em Up, Barkeep!

  To celebrate the sons of one of our team members leading their team to a 2nd Place finish at the 2022 State Cross Country Championships we were tempted to yell, “Set ‘em up for all, barkeep!” for the thousands of adult attendees. However, more conservative thinkers suggested a more constructive approach: We should share…

What Are Backups Worth?

What are Backups Worth? Too often backups are set only to safeguard documents and other front-of-mind items while critical off stage files are neglected. Remember to backup TheFormTool folder, where your Answers, Master Lists, Folios, and Sets are stored. Oftentimes the Answer folder itself is worth more than its weight in bitcoins, with thousands of…

Our Most-Requested Feature is (Finally!) Here

The single most-requested feature over the years has been Conditional Questions, where the interview changes the questions it asks based on the answers already received. The simplest examples are status (corporation, LLC, partnership, proprietor), goal (diagnosis, merger, estate plan, loan), and location (jurisdiction, tax, climate), but there are literally thousands of others. The objective is…

The Knowledge Base

Our Knowledge Base offers more than 600 subject-specific articles and videos. They are keyword searchable (pronouns or conditions or divorce or Salesforce or thousands of others) and are also organized into six different formally organized courses. Our total training environment ranges from one page cheat sheets to 200 page manuals or anywhere in between, videos from…