Choose the Service Level That Fits Your Firm

Clear, predictable pricing with no hidden fees — choose the service level that fits your firm

BASIC - Digital Tax Organizer (Individual Only)

Encrypted, Web-Transmitted, Cloud Stored

  • For firms wanting a complete set of individual and business organizers

  • Includes business, rental, farm, and S-Corporation worksheets

  • Reduces back‑and‑forth and improves client completeness across all entity types

    ___________________________________________ Cost
    Hananiah - Basic Service $ 70/mo.
    PLUS Worksheet(s) $10/worksheet/mo.

    (12-month contract required)

Cognito Subscription Required
Cognito Forms Team Level or higher subscription ($39/mo.) is required to use these organizers.
If your firm already has a subscription, no additional cost applies.

Example Tax Questionnaire

BASIC PLUS - Full Individual + Business Organizer Suite

Encrypted, Web-Transmitted, Cloud Stored

  • For firms needing a simple, client‑friendly digital organizer

  • Includes the Personal Tax Questionnaire and core intake tools

  • Fastest upgrade from paper or PDF organizers to a clean, web-based workflow

    _____________________________________________
    Cost
    Hananiah - Basic Service $ 70/mo.
    (12-month contract required)

Cognito Subscription Required
Cognito Forms Team Level or higher subscription ($39/mo.) is required to use these organizers.
If your firm already has a subscription, no additional cost applies.

Example Tax Worksheets

CUSTOM - Fully Tailored Intake Workflows

Encrypted, Web-Transmitted, Cloud Stored

  • For firms needing custom logic, branding, and workflow refinement

  • Includes tailored intake flows, conditional logic, and entry-specific branding

  • Highest efficiency and best client experience for complex or multi-entity clients

_______________________________________________
Cost
Hananiah - $40/hour
(contract is job specific/work order)

Simple —- Short Form $40 typical Intermediate —- Medium Form $120 typical Complex —- Long Form $360+ typical

Total $ varies with complexity and logic

Cognito Subscription Required
Cognito Forms Team Level or higher subscription ($39/mo.) is required to use these organizers.If your firm already has a subscription, no additional cost applies.

Laptop computer for custom forms

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