Are you ready to streamline your client onboarding process for your new and existing tax clients? Look no further! Our Cognito Forms Client Intake Form Buildout Services are tailored to help businesses like yours create professional, efficient, and user-friendly intake forms that capture all the necessary information from your clients effortlessly. Use these forms for virtual and in-person tax appointments. 
 
Cognito Form Buildout Includes:
Customized Graphics
Thank You Emails
Setup of Additional Statuses
Terms & Conditions of Services Being Provided
 
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