JotForm Client Intake Form

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 24 hours for form transfer

*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!

This is for the client intake form ONLY. No buildout or branding will be included. This is ideal for those who already know how to operate Jotform. If any assistance is needed, the complete JotForm buildout needs to be purchased.