LIVE JOTFORM WORKFLOW (BUILD WITH ME)

BUILD YOUR JOTFORM WORKFLOW LIVE 

REFUNDS ARE NOT PERMITTED AT ANYTIME!

Stop manually managing your tax office and start building systems that work for you!

Ready to organize your tax office, reduce repetitive tasks, and create a smoother client experience?

Join Kamille Coreshia for a live, hands-on JotForm Workflow Buildout Class, where we’ll walk through creating a functional workflow for your tax office, step by step.

This isn’t just another class where you watch someone demonstrate software. We’re building together!

What We’ll Cover

• JotForm Dashboard Overview: Navigate the tools needed to build your workflow.
• Form Setup: Prepare and connect the forms needed for your workflow.
• Settings & Conditions: Configure the settings and logic that control your process.
• Workflow Buildout: Connect your forms, create actions, and map out your client process.
• Notifications & Assignments: Set up automated notifications and assign responsibilities.
• Testing Your Workflow: Test your process to ensure everything works correctly.

Want More? Upgrade to VIP!

Take your training further with our optional VIP Upgrade, which includes:

• 60-Day Class Replay Access
• Private Telegram chat
• Client Intake Form
• Reservation Form
• Missing Document Upload Form
• Done-for-You Email Resources
• Workflow Buildout Guide
• BONUS: JotForm Tables automations for client status updates.

VIP replay access will be provided after the November 9th live class.

Important Information

This live class focuses specifically on building your JotForm workflow. It is not a full JotForm training covering every feature.

Participants should have access to their JotForm account and be prepared to follow along.