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
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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.
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
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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.
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
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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.