IQ Suite
practice · clients

Your clients, in one workspace

Add client sub-accounts, track who's signed in, and hand out secure upload links for invoices and bank statements. Uses seats from your Practice or Enterprise plan.

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Sending credentials via mail merge
Open when you're ready to send — Word, 5 steps
1

Prepare your data file

The downloaded CSV has Email, Password, and Status columns. Filter by status to find only newly created accounts before merging.

2

Start mail merge in Word

Go to Mailings → Start Mail Merge → E-mail Messages.

3

Select your recipients

Click Select Recipients → Use an Existing List and choose your CSV file.

4

Insert merge fields

Use Insert Merge Field to add «Email», «Password», and «Status» placeholders in your template.

5

Preview & send

Click Preview Results to check, then Finish & Merge → Send E-mail Messages.

Heads up: check your email client (Outlook) is set up before sending — large batches can hit provider sending limits.