Streamlining Processes with Jotform

Name: Streamlining Processes with Jotform
Uploaded: 2023-09-13T18:11:29.000Z
Duration: 3773 s
Description: Get inspired with Jotform to securely streamline practice processes, including client engagement and requesting information.

By Krunal Patel

1h 2m CPD time

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

* We are neither affiliated with nor endorse the tools and software mentioned in this presentation.

Date recorded: 12 September 2023