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.
💡 Want to generate a questionnaire with AI? Learn how here.
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
Click the Global Plus Icon.
Select Questionnaire from the menu.
Choose a Template.
Add your Client.
(Optional) Set a Due Date and Reminder.
Click Create.
(Optional) Edit the Questionnaire as needed.
💡 Reminder: Setting a due date and reminder helps ensure client follow-up—especially helpful during tax season.
Heads up!
If you send a Questionnaire to a contact who doesn’t already have portal access, you’ll see a pop-up letting you know that a portal invite will be included with the Questionnaire notification email.
The contact does not need to log in to the portal to complete the Questionnaire. They can use the secure link in the email to fill it out without logging in
Send, Save as Draft, or Save as Template
Click Save.
Choose one of the following options:
Save as draft – Keeps the questionnaire editable and not yet visible to the client.
To continue later, go to Templates in the navigation bar.
Select Questionnaire > Drafts.
Open the draft to finish editing and send when ready.
Save as template – Opens a modal to create a reusable version of the questionnaire.
In the modal, select a Template type (Client intake, Tax organizer, or Other).
(Optional) Add a Template description.
Under Save to, choose where to store the template:
Team – Shared with your team.
Private – Only visible to you.
Draft – Saves as a draft version.
Click Save.
To view or use the saved template, go to Templates in the navigation bar and open the tab you saved it to.
To send the questionnaire immediately, click Send instead of Save.
Select the contacts to receive the organizer.
Click Send to (x) contacts.
A confirmation notification appears once it’s sent.
Track and Edit a Questionnaire
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 using comments, notes, and automations
Manually fill out the Questionnaire questions on your clients behalf
Use AI Pre-fill to autofill client data into Questionnaires (coming soon)
💡 Tip: To access a sent Questionnaire, open the task from either the client’s task list or the global task list under the Work tab. In the task, click View to fill out the form or use the AI Pre-fill tool.
Questionnaire Secure Links
Send a secure link to a Questionnaire if the original link expired, or to share it with additional client contacts. The secure link allows clients to complete the Questionnaire without logging in to the portal.
Click here to learn more!
Summary
Every Questionnaire must be sent to at least one contact.
The client receives an email with both login and secure link options.
The secure link is valid for 2 weeks and can be resent if needed.
You can also send the secure link to additional contacts at any time.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.