Send questionnaires to multiple clients at once to quickly collect the same information across your client list. Bulk sending is ideal for standardized requests, while individual questionnaires are better suited for client-specific needs.
Why This Matters
Bulk questionnaires save time during busy seasons by letting you collect consistent information from multiple clients in a single action—without sacrificing clarity or accuracy.
Table of Contents
Send Questionnaires in Bulk
Navigate to Clients > Client List.
Select the clients you want to include by clicking the checkbox next to each client name.
Open the Bulk Actions menu by clicking the stacked dots (⋮) in the upper-right corner.
Select Send Questionnaire.
Name your questionnaire or choose an existing template.
Build a new questionnaire or customize the selected template as needed.
Click Send to distribute the questionnaire to all selected clients.
Tip: Templates are ideal for recurring requests, such as annual tax organizers or engagement intake forms. Always double-check your client selection before sending.
What Clients See After You Send
A confirmation message appears once the questionnaire is sent.
Each selected client receives an email with a secure link to complete the questionnaire.
Summary
Bulk questionnaires allow you to efficiently gather the same information from multiple clients at once. Using templates and bulk actions helps reduce manual work and keeps your data collection consistent across your firm.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.