BUILD YOUR TAX OFFICE WITH JOTFORM REPLAY
BUILD YOUR TAX OFFICE WITH JOTFORM REPLAY
BUILD YOUR TAX OFFICE WITH JOTFORM COURSE REPLAY
REFUNDS ARE NOT PERMITTED AT ANYTIME!
JotForm can do a lot more than collect client information.
In this class, I’m breaking down how I use JotForm inside my tax business to create systems, organize my workflow, manage information, and even track how my tax preparers are paid.
You’ll learn the purpose behind an intake form, how workflows help move clients through your process, how JotForm Tables can help organize your tax office, and different ways you can use JotForm beyond basic forms.
VIP receives:
- Class replay
- Intake form resource
- Bonus JotForm Tables walkthrough replay
- Bonus JotForm Workflow walkthrough replay
- Table automations
VIP inlcudes the customizable Tax Client Intake, Compliance Checklist, Secure Document Upload Center, and bonus walkthroughs showing you how to implement the forms and use JotForm Tables automations for client status updates.