Jotform From Start to Automation (September 30th  7:00 pm EST)

Build a Better Tax Office Before Tax Season Gets Busy

Last tax season was ALL OVER THE PLACE.

Client documents coming from everywhere.
Forms not doing what you needed them to do.
Constantly sending the same emails.
Trying to remember who was missing documents.
Manually moving information from one system to another.
And you KNOW you're not doing another tax season like that.

If you already have Jotform but feel like you're barely scratching the surface of what it can actually do, this training is for you.

We're going beyond creating a basic intake form.

I'm showing you how to use Jotform to create an actual PROCESS for your tax business and how to start incorporating AI and automation to take some of the repetitive work off your plate.

WE'RE BUILDING SYSTEMS, NOT JUST FORMS.

You'll learn how to:

✓ Clone an existing form instead of starting from scratch
✓ Customize and brand your forms
✓ Create conditional logic that changes based on client responses
✓ Automate client and team emails
✓ Connect Jotform with Google Drive
✓ Organize submissions with Jotform Tables
✓ Create buttons and actions inside your Tables
✓ Build a Jotform Board to track clients through your workflow
✓ Create your own Jotform App
✓ Build and customize a Jotform AI Agent
✓ Use AI to support your client experience and workflows
✓ Connect Jotform with other applications
✓ Connect your system to social media and lead-generation processes
✓ Put everything together into a smoother client workflow

IF LAST TAX SEASON FELT CHAOTIC...

This is your opportunity to fix the PROCESS before the clients start coming in.

Instead of asking:

“Did I email that client?”
“Where are their documents?”
“What stage is this return in?”
“Who was supposed to follow up?”
“Why am I doing this manually AGAIN?”

We're going to work on building systems that help keep the answers organized.

AND YES...WE'RE TALKING AI. 🤖

AI isn't just for writing captions.

You'll learn how to start incorporating an AI Agent into your Jotform system to help support your workflow, answer common questions, direct people to the right resources, collect information, and create a better experience without you personally handling every interaction.

The goal isn't to replace you.

The goal is to stop making YOU the system.

PERFECT FOR:

Tax preparers who already use Jotform but struggle with the setup.

New EROs building their processes before their first busy season.

Experienced tax professionals who had a chaotic last season and refuse to repeat it.

Tax office owners who want better organization, automation, client communication, and workflow management.

And anyone who's tired of paying for technology they're only using at 10% of its potential.

THIS IS HANDS-ON.

I'm not just showing you buttons and telling you what Jotform can do.

We're talking about real tax-office situations and how you can use these tools to create a better process.

Forms → Conditional Logic → Emails → Google Drive → Tables → Boards → Apps → AI → Integrations → Automation

You don't need another tax season held together by DMs, text messages, sticky notes, spreadsheets, and memory.

This season, we're building the SYSTEM before we need it.