Jotform Buildout formula

Take the guesswork out of managing client onboarding and engagement with this comprehensive eBook! Whether you're a seasoned tax professional or just starting your journey, this guide provides a clear, actionable roadmap to setting up an automated workflow using JotForm.

Inside, you'll learn how to:

• Create a seamless client intake process.
• Design and integrate engagement forms with electronic signatures.
• Automate thank-you emails and appointment bookings for signed clients.
• Implement an effective email reminder series for unsigned documents.

Packed with easy-to-follow instructions,  will help you save time, reduce manual tasks, and enhance your client experience. Start automating your workflows today and focus on growing your tax business!

Perfect for: Tax professionals, solopreneurs, and small business owners seeking efficient client management solutions.