JotForm App Buildout

Create a seamless tax client intake process by including a digital client intake form for new and returning tax clients. Whether you are a virtual preparer or have clients in your office, a digital intake sheet will help you stay organized. For in-person appointments send your client intake sheet prior to their appointment to save time once they come into the office.

Turnaround time is 1-3 business days following the receipt of all requested materials

*Requires a paid JotForm plan for all functions to work properly

Your intake sheet will include:

• Demographic Information
• Due Diligence Questionnaires
• Ability to Upload Necessary Documents
• Payment Collection if Necessary
• ...and so much more!