JOTFORM WORKFLOW BUILDOUT

Jotform Compliance Workflow Buildout for Tax Professionals

A done-for-you Jotform compliance workflow built directly into your client intake process.

This service ensures your clients submit all required documents and that each document is verified for accuracy and tax compliance before a return is prepared. The workflow acts as a compliance checkpoint, protecting your tax office while eliminating document-chasing and intake stress.

Built from the exact system I use in my own tax office and across my team, this workflow is scalable and designed to keep your intake organized, compliant, and efficient.

Perfect for tax professionals who want accuracy, structure, and peace of mind without building it themselves.

REFUNDS ARE NOT PERMITTED ON ANY PURCHASES. BY PURCHASING THIS SERVICE, YOU ACKNOWLEDGE THAT YOU HAVE READ ALL DESCRIPTIONS AND UNDERSTAND THE PURCHASE.