General Requests
Re-Opening Requests & Organizers
Re-Opening Requests & Organizers allows your clients to answer questions and upload files for previously submitted Requests & Organizers. This feature is useful whenever a client has a Request/Organizer that has been submitted by mistake or they need ...
Recalling Sent Requests & Organizers
If you've made a mistake in the request or just need it removed from client access, you can simply Recall the request. This will immediately archive the request and clients will no longer see it on their end. You may need to recall a request if: You ...
Collaborating on Requests
Collaborate allows you to answer questions and upload files on behalf of your client. This feature is useful whenever you receive answers outside of the request. For example, when clients drop off files or provide answers over the phone, you can add ...
Editing Requests & Request Templates
Your firm may want to make edits to a Request or a Request template, and you have a number of different ways. Let's take a look at all the ways you can edit a Request to accomplish different end-goals. Editing a Request that was created from a ...
Exporting Requests Answers and Documents
Easily export a PDF copy of the answers in a request or all documents uploaded to the request. Exporting Answers (Print PDF) From the Requests page, navigate to the tab the Request you wish to export is in. Open Requests: Requests that your client ...
Sending Tax Questionnaires through Requests
Requests allow you to easily get the information you need from your clients. This feature is perfect for sending Tax Questionnaires to your clients. You can accomplish this in a few different ways. Sending our Standard Tax Questionnaire Template ...
Requests Templates
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 the standard templates. ...
Creating a Custom Request
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. ...
Requests FAQs
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. ...