Requests simplify gathering necessary information from your clients, making it ideal for client onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. Create lists from scratch or leverage custom pre-built templates.
Go to the Requests section.
Click on Add Request.
Select the template you've built.
Click Pick Up Where You Left Off.
Check the date edited to confirm it's the correct version.
After confirming the template, you will see options for Preview and Send Bulk Request.
Add the due date for the requests.
Use filters to select the individuals you want to send requests to.
Click Send Bulk Request.
You may encounter an old page; refresh the page to return to the new one.