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!
 
Complex client intake sheets include probing due diligence questions, additional service lead-generating questions, and accompanying conditional formatting.