Can I create a form/checklist that I can share with clients so they can see my progress?

  • Profile Image
    vancecm
    Asked on January 28, 2020 at 02:50 PM

    Hey There, 

    I have a tax business and I was wondering if I could create a form for myself that I can use as a checklist for progressing through the return. I would like it so I could enter info that the client could then see online, so they can sorta keep tabs on my progress and if there are things I need I can enter those and the client can read those and then send me what I need... Is that possible to do? 

  • Profile Image
    EltonCris
    Answered on January 28, 2020 at 05:55 PM

    You can simply create a checklist form and then integrate it with Google Spreadsheet. Then you can share the spreadsheet URL to your client so they could track your progress.

    Aside from the Google Spreadsheet, if you want the progress to be in the calendar view, you can generate a Calendar Report in your form. 

    Guide: https://www.jotform.com/help/249-How-to-Create-a-Calendar-Report

    If you need further assistance, let us know.