With advanced security, unlimited forms, and unbeatable pricing, find out why Cognito Forms is the best customizable solution for your tax business.
Create fast and convenient secure online forms for client intake, service contracts, data collection, and more.
Cognito Forms offers a variety of powerful features that automate your data collection workflow.
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.
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 Template
Learn how accountants are using Cognito Forms to automate tasks and streamline their businesses.
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.