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How do I send a Questionnaire to a Contact?

Updated today

Quickly send your custom-built questionnaire to a client to start collecting information or documents.


Sending a questionnaire creates a task to track client responses—keeping you organized and ensuring follow-through, especially during deadline-heavy seasons.


Required Plan, License, and Permissions

Available on: Client Management License
Permissions: Access to Client Management and Questionnaire features


Table of Contents


Create and Send a Questionnaire

  1. Click the Global Plus Icon.

  2. Select Questionnaire from the menu.

  3. Choose a Template.

  4. Add your Client.

  5. (Optional) Set a Due Date and Reminder.

  6. Click Create.

  7. Click Send in the upper-right corner.

💡 Reminder: Setting a due date and reminder helps ensure client follow-up—especially helpful during tax season.


Track the Questionnaire Task

Once the questionnaire is sent, a corresponding task is automatically created. You can use this to:

  • Monitor client completion

  • Set internal follow-ups

  • Keep team members aligned

  • Use Ai Pre-fill to autofill Questionnaires (coming soon)


Summary

Sending a questionnaire is fast, structured, and triggers a task for easy tracking—so nothing slips through the cracks.


Need help? Contact Support or ask Penny, our AI Support Bot, for assistance.

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