JotForm App Buildout

A simple, clean setup that gets your tax office organized and automated fast.

Turnaround time is 5-10 business days following the receipt of all requested materials

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

• Custom Client Intake Form A branded intake form built for your business.
  • Smart conditional questions
  • Uploads for IDs and tax documents
  • Dependents, credits, deductions
  • Compliance-ready structure
  • Optional AI assistant
• Appointment Calendar Setup Your calendar set up and ready to go.
  • Service list
  • Time blocks
  • Automated reminders
  • Google Calendar sync
• Google Drive Integration Your files stay organized without you doing anything.
  • Automatic client folder creation
  • Subfolders for IDs and documents
  • Clean file naming
• Google Sheets Tracking System A simple tracking sheet for your clients.
  • Auto-filled from JotForm
  • Status column
  • Easy filtering
• App or Mini-Portal Setup A small branded hub for your clients.
  • Intake form
  • Calendar
  • Upload portal
  • Welcome message
• Preparer Assignment Setup If you have a team.
  • Preparer options added
  • Forms routed to the right person
  • Separate tables for each preparer
• 7. Automation Setup Your workflow runs with the press of a button.
  • Auto emails
  • Task assignments
  • Status updates
  • Team notifications
  • Automated reminders
• Visual Branding Clean, professional graphics to match your brand.
  • Header images
  • Form icons
  • Appointment banner
  • App graphics