Done-For-You Jotform Build

Take the stress out of building your tax-season systems. Our Done-For-You Jotform Build gives you a professionally organized client intake system designed specifically for tax preparation businesses.

Whether you're a solo tax preparer or managing a team, we'll build the foundation you need to collect client information, organize submissions, track progress, and nurture clients throughout tax season.

Choose Your Package

SOLO PREPARER — $199.99

Perfect for independent tax preparers who need a simple, organized system.

Includes:

• 1 Customized Tax Client Intake Form
• Jotform Table Creation
• Jotform Board Creation
• Tax Season Client Nurturing Emails
• Form organization and basic workflow setup

TEAM BUILD — $399.99

Designed for tax offices and teams with up to 10 tax preparers.

Includes:

• Customized Tax Client Intake Form
• Setup for up to 10 Preparers
• Tax Season Client Nurturing Emails
• Team organization and preparer workflow setup

OPTIONAL ADD-ON OR STAND ALONE

Jotform App Build — +$199.99

Upgrade your system with a customized Jotform App that gives your business a centralized space for forms, links, resources, and other important client or team information.