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How Accountants and Tax Preparers use Cognito Forms to Streamline their Work
Haley N. | November 29, 2021Learn how accountants are using Cognito Forms to automate tasks and streamline their businesses.
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Customer Spotlight: FMI Edmonton Chapter
Nadia A. | February 28, 2018Our newest spotlight features Neil Palesh, Treasurer of Financial Management Institute - Edmonton Chapter (FMI Edmonton)!
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Create New Customers and Estimates in QuickBooks with Cognito Forms!
Nadia A. | May 23, 2016Instead of going back and forth between two applications, Zapier can automatically take the entry data from your Contact Form and use it to create a new customer in your QuickBooks account.
How Boss Box Tax Solutions Uses Cognito Forms to Simplify and Secure the Tax Process
Managing a large network of clients and tax professionals is no small feat, but with the help of Cognito Forms, Boss Box Tax Solutions can process client intake securely and efficiently.
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