Jotform for Bookkeepers: How to Build a Receipt Submission Form

Описание: Tired of chasing receipts through emails, texts, and multiple client portals? This lesson shows you how to create a centralized receipt submission form using Jotform, no coding required!

You'll learn how to build a simple form that collects exactly what you need while staying easy for clients to actually use. Fewer clicks means better compliance and smoother month-ends.

This is the first part of a series where we'll show you how we use Jotform to build a complete custom client portal for our bookkeeping business.

Want to try it? Use our affiliate link: https://link.jotform.com/ayrre-p8osfm... (We built our system with Jotform long before becoming affiliates so we genuinely use and recommend it!)

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ABOUT AYRRE ACADEMY
Welcome to Ayrre Academy! Where bookkeeping is made simple.
We teach bookkeepers how to simplify their systems, understand their numbers, and run a profitable, sustainable business with confidence.

No fluff, no jargon, just practical courses that help you run your bookkeeping business smarter, not harder.

WORK WITH US
Discover our 4-PHASE SYSTEM for people who want to launch and grow their bookkeeping business → https://systems.ayrre.ca/complete
Explore our library of FREEBIES → https://www.ayrre.ca/freebies

CONNECT WITH US
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Website → ayrre.ca
Email → [email protected]