The DFY JotForm Pro Package is designed for EROs, tax offices, and preparers with teams who need a stronger client intake system, smoother communication, and more organized workflow support for the 2026–2027 tax season.
The Pro Package also includes workflow-focused automations to help your office stay organized, including client autoresponders, staff notifications, a workflow communication table, and preparer selection with form and document delivery.
This package is perfect for EROs with teams, offices with multiple preparers, and tax businesses that need a more structured process for handling client intake, document collection, communication, and task flow.
You will receive 5 forms with jotform tables for 1click email automations and quote form automation
Automations built for preparers to receive the files after intake + internal notifications
Design Services of forms, emails & landing page (jotform app)
Comes with a full video breakdown for understanding Jotform.
