Bulk Sending Requests

Bulk Sending Requests

Requests allow you to easily get the information you need from your clients. Perfect for client onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. Create a list from scratch or use custom pre-built templates. Follow the steps below to send a bulk request in your dashboard:



Go to the Requests Page

  1. From your dashboard, navigate to the Requests page.
  2. Click the + Request button in the top-right corner.

Choose a Request Type

  1. Select a blank request or choose an existing template.
  2. If creating a new request, after finishing the setup, click Preview and Send.

Set the Due Date

  1. On the Review and Send page, select a due date.
  2. This due date will apply to all recipients of the bulk request.

Send Bulk Request

  1. Click Send Bulk Request to continue.

Select Recipients

  1. Select the individuals to send the request to.
  2. Only individuals who are invited to the system or have an email address will be visible.

Review the Request

  1. Review the request details.
  2. If needed, make any changes before sending.

Send to Recipients

  1. Click Send Bulk Request to send the request.
  2. You can send requests to up to 100 recipients at a time.


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