Jotform Compliance Workflow BuildoutThis is a done-for-you Jotform compliance workflow built into your already made client intake form or done for you intake form to ensure all required tax documents are submitted, verified, and documented before a return is entered into your system.The workflow creates a structured compliance checkpoint that:-Confirms required documents are uploaded upfront-Documents due diligence for every client-Prevents incomplete or non-compliant returns-Eliminates chasing clients for missing paperworkBuilt from the exact system used in my own tax office, this workflow is clone-ready, scalable, and designed to protect your business during tax season. You also have the option to upgrade from the workflow buildout to a client facing app that acts as a landing page. For Jotform users only.Compliance-focused.Done for youRefunds ARE NOT permitted.
