I just need the onboarding form to be basic document and account linking process. I'm sure others want more depth. So an ability to select which sections or questions to ask would be great.

example of my ideal client-led onboarding guide (in order):

about you

income (end of last year and most recent paystub doc upload requested)

spending

assets (checklist + doc upload or account link prompt)

debts (checklist + doc upload or account link prompt)

taxes (doc upload)

insurance (checklist + doc upload)

estate (doc upload)

I would like to remove the "documents, goals, and linked accounts" tabs, reorder the remaining, and overall focus on what only the client can provide (it is my job to create their goals with them).