Requests streamline client interactions for onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery.
Documents and answers provided within the request can be easily exported to a ZIP file, including a complete PDF with answers and labeled, numbered files in the requested order. Exporting is available at any time, so you don’t need to wait for a client to submit in order to access or export the information.
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 has received but has not yet been marked as submitted on the client's end.
Pending Review Requests: Requests that your client has marked as completed by clicking the Submit button.
Archived Requests: Requests that a firm user has archived by clicking the Mark Complete button.
Note: Draft Requests can not be exported.
Click to view the Request.
Click the Ellipses (three dots) in the upper-right corner.
Click Print PDF.
A new window will open with the Request formatted for export.
Click the Download or Printer icon in the upper-right corner.
If selecting to Print, the Request will print to your printer of choice.
If selecting to Download, you will be prompted to select the file location you wish to save the PDF to.
Exporting Documents & the PDF (Export Zip)
From the Requests page, navigate to the tab the Request you wish to export is in.
Open Requests: Requests that your client has received but has not yet been marked as submitted on the client's end.
Pending Review Requests: Requests that your client has marked as completed by clicking the Submit button.
Archived Requests: Requests that a firm user has archived by clicking the Mark Complete button.
Note: Draft Requests can not be exported.
Use the ellipses on the right to open the menu.
Click Export Request Package Zip.
Once ready, you will receive a notification and gave navigate to the file to download.
The Zip file will also be automatically stored under the client's File section of their Contact and Account record.