If you want to download an offline backup of your client list and submitted client data, there is a bulk export feature on the Account Information page. You can use this exporter up to two times a month to save some or all of the following data:
- Your complete client list in .CSV format, including first name, last name, and contact email.
- PDF versions of the forms your clients have submitted. You can download all your client data at once, or select only the clients you need to export.
How to Export Client Data
- In the bottom-left corner of the interface, click the settings (gear) icon and select My Account.
- At the bottom of the Account Information page, click Export Your Data.
- On the Export Data page, click Request Data Export. Note that you can only use this feature up to two times per month.
- Choose which data you want to export—client list, client data, or both.
- Specify whether you want to Export All client data, or Select Specific Clients to export.
- If you chose Select Specific Clients, you will see your full client list in the next dialog. Check the the clients you wish to download and click Submit at the bottom of the dialog.
- The dialog closes and you are returned to the Export Data page, where your recent request is displayed. This process can take some time (multiple hours for a large client list). You can click the Refresh Status button shown below to check the status of your export.
- When the export is finished, a download button will appear, and you will also receive an email notification that your data is ready to download.
- Download your data file — your data is packaged as a .zip file, which contains your client list and sub-folders for any individual client data you chose to export. The download link remains available for 30 days on the Export Data page.