Start Your Online Tax Organizer Journey
A simple, guided path to implementing digital organizers in your firm.
Hananiah LLC partners with Cognito Forms to deliver secure, web‑based organizers that streamline client intake and reduce back‑and‑forth. Whether you’re upgrading from paper/PDF organizers or adopting a full logic‑driven workflow, getting started is straightforward. We configure your organizers, connect them to your Cognito account, and prepare your firm to begin collecting complete, accurate client data on the first pass.
Where We Fit Into Your Workflow
Most tax firms follow a five‑step preparation process. Our organizers enhance Step 2 — Information Gathering & Document Collection — by guiding clients through adaptive questions, validating completeness, and returning structured data to your firm.
Typical 5-step tax return preparation process
(1) Client Onboarding
(2) Information Gathering & Document Collection
Our focus area
Enabling clients to provide needed information & upload their IRS forms and related documentation via online forms and file transfers.
(3) Tax Return Preparation
(4) Client Review & Signatures
(5) Tax Return Filing & IRS/State Receipt/Acceptance