Streamlining Processes with Jotform
By Krunal Patel
1h 2m CPD time
Difficulty: Basic
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Get inspired with some tips for using Jotform to securely streamline your practice’s processes.
In this session, we cover setting up forms to help with:
Client engagement & onboarding
Director ID numbers
Tax compliance client questionnaires
Employee onboarding
Document uploading
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Date recorded: 12 September 2023