Cognito Forms is the Best Online Form Builder For Accountants
With advanced security, unlimited forms, and unbeatable pricing, find out why Cognito Forms is the best customizable solution for your tax business.
Go Paperless and Save Time & Money
Create fast and convenient secure online forms for client intake, service contracts, data collection, and more.
Powerful Features
Cognito Forms offers a variety of powerful features that automate your data collection workflow.
Repeating Sections
No two clients are alike. Allow your clients to add (+) as many dependents, assets, or expenses as they need without any extra setup or work on your end.Save & Resume
Where’s that receipt hiding? Tax gathering is complex. Make it easier on your clients by enabling them to save their progress and pick up where they left off.Integrated Payments
Collect payments, issue refunds, and create invoices from your Cognito Forms account.Electronic Signatures
Create contracts, invoices, and other documents using legally binding signatures directly integrated with your forms.Data Security
Your clients trust you with their financial information. Ensure that data is protected with data encryption and two-factor authentication.Document Generation
Create PDF and Word docs from your entry data, completely customized and unique to your business branding and needs.
Assign roles to employees or clients
Engage the right people at the right time. Display different fields and ask additional questions relevant to each role at each step in the process while ensuring accurate and complete data collection.
Sort, filter, and organize your form submissions to build complex business workflows.
Explore Accounting Templates
Cognito Forms is the best online form builder for accountants. You can get started quickly with one of our popular tax prep, client intake, or bookkeeping templates.
These templates are easily customizable with our easy-to-use drag-and-drop online form builder, making it easy to create custom forms in just a few clicks. You can quickly add fields, customize the look of your form, and even add conditional logic to ensure you're collecting the correct information from your clients.
Find a TemplatePricing
Individual
Most Popular for Accountants Pro
Team
Enterprise
Used by accountants everywhere
1st Step Accounting
Learn how accountants are using Cognito Forms to automate tasks and streamline their businesses.
Boss Box Tax Solutions
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.