Frequently Asked Questions…

If interested, next steps…

  • Send us a message or book an appointment for a general 30-minute Zoom Q&A session about online tax organizers. Visit the Contact area of the website to book an appointment.

  • After having a discussion via an appointment session, we can invite you to demo the online tax questionnaire so you can complete forms as if you were a client.

  • Move toward engagement... book a 60-minute discovery session Zoom meeting so that we can fully understand your tax practice needs, and you can understand the online forms options and the Cognito platform. We will then follow up with an engagement project proposal.

Why Cognito Forms?

  • By far, CognitoForms is the most robust online form builder platform that offers the most features for customization and managing data collection. The application software is cloud-based and offered in a variety of subscription plans depending on the features provided.

    The platform offers data collection, workflow automation, data management, security & compliance, integrations, and online payments, if needed.

  • Hananiah experience says go with the "Team Plan."

    • $35/month

    • 5 users (additional users $5/user/mo.

    • Unlimited forms

    • 10,000 entries/month

    • Accept payments

    • 10 GB of storage

    • Electronic signatures

What are customized forms?

  • A typical tax practice has many more data needs beyond yearly client tax information for completing tax returns. Other forms, such as onboarding, agreements, surveys, business client questionnaires, job applications, event registrations, etc., etc.

    We can build a form for virtually any need your business requires.

  • The ability to create custom documents is a paid add-on feature available to organizations on CognitoForms Pro, Team, and Enterprise plans.

    A standard template can be downloaded as a Word document and use the merge syntax to completely customize your generated document.