Our Services and Pricing
BASIC - Tax Client Electronic Questionnaire/Organizer
Web Transmitted, Encrypted & Cloud Stored
For firms wanting a full suite of individual and business organizers
Includes business, rental, investment, and multi‑entity modules
Reduces back‑and‑forth and improves client completeness
___________________________________________ Cost
Cognito Subscription $ 39/mo. (not required if subscription is already in place)
Hananiah - Basic Service $ 70/mo.
PLUS Worksheet(s) $10/worksheet/mo.
Total $80 to $100/mo. based on 1, 2, or 3 worksheets
(12-month contract required)
BASIC PLUS - Tax Client Electronic Worksheets
Web Transmitted, Encrypted & 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 web-based organizers
__________________________________________ Cost Cognito Subscription $ 39/mo. (not required if subscription is already in place)
Hananiah - Basic Service $ 70/mo.
(12-month contract required)
CUSTOM - Electronic Forms
Web Transmitted, Encrypted & Cloud Stored
For firms wanting full customization and workflow refinement
Includes branding, conditional logic, and tailored intake flows
Highest efficiency and best client experience in data collection
_______________________________________________
Cost
Cognito Subscription $39/mo. (not required if subscription already in place)
Hananiah - $40/hour
Simple —- Short Form $40 typical Intermediate —- Medium Form $120 typical Complex —- Long Form $360+ typical
Total $ varies with complexity and logic
(contract is job specific/work order)
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