top of page
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
**Personalized Workflows & Email Headers canbe added for an additional cost**
 
*In order to optimize your intake process, you must have a paid Cognito Forms subscription. If you don't have an account already you create one by CLICKING HERE and get 30 days free.
 
After checkout, please complete your Buildout Onboarding Form here:
https://www.cognitoforms.com/TaxStateOfMind1/CognitoFormsBuildoutOnboardAuthority

The Onboard Authority

$398.00Price
Quantity

  • After checkout, please complete your Buildout Onboarding Form here:
    https://www.cognitoforms.com/TaxStateOfMind1/CognitoFormsBuildoutOnboardAuthority

Tax-State-of-Mind.png

IMPORTANT LINKS

Partnerships

Trainings

Mentorships

Software

Request Info

TSOM Partners

Branding

(727) 744-7989

info@taxstateofmind.com

  • Facebook

© 2023 by Tax State of Mind. All Rights Reserved. 

There is no guarantee that you will earn any money using the the techniques and information presented in Tax State Of Mind.  The information depicted on this website are representations of the work and effort that each person has individually made. We are merely showcasing their results and revenue, and this does not reflect the amount of revenue or the experience that you will have. Your own personal results will be based on your experience, skills, education, level of effort and determination. We do not guarantee results of any sort.

bottom of page