I found the bulk questionnaire for my 2023 tax return clients, however there wasn't an easy way to send this to the clients and as the documents section kept falling over these were then emailed individually which was incredibly time consuming. Would be useful to be able to just select the clients and then have it send via documents as a bulk option. It would be impossible for larger businesses to do individually.
The document itself was a pdf and not editable-that's been the biggest feedback from clients who have been printing it, writing on it and sending me a photo back.
