Requests simplify client interactions for onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery.
All documents and responses submitted through a request can be exported at any time as a ZIP file. The export includes a complete PDF with all answers, along with labeled and numbered files in the requested order.
There’s no need to wait for a client to submit—export the information whenever you need it!
Exporting Answers (Print PDF)
From the Requests page, navigate to the tab where the Request is located:
Open Requests – Requests received but not yet submitted by the client.
Pending Review Requests – Requests submitted by the client.
Archived Requests – Requests marked complete by a firm user.
Select the Request you want to export.
Select the ellipsis (three dots) in the upper-right corner.
Select Print PDF.
A new window will open with the Request formatted for export.
In the new window:
To Download, select the Download icon and choose where to save the PDF.
To Print, select the Printer icon and choose your printer.
Exporting Documents & the PDF (Export Zip)
Note: Draft Requests cannot be exported.
From the Requests page, navigate to the correct tab:
Open Requests – Requests received but not yet submitted by the client.
Pending Review Requests – Requests the client has marked as completed.
Archived Requests – Requests marked complete by a firm user.
Select the Request you wish to export.
Select the ellipsis (three dots) in the upper-right corner.
Select Export Zip.
A notification titled "Exported Request ZIP package ready for download" will be sent when the export is completed.