Fantastic, flexible tool for data gathering and online contracts.
Rating: 8 out of 10
IncentivizedUse Cases and Deployment Scope
We use Cognito forms to create online, custom forms to gather a huge array of client information. We also use Cognito forms for our client engagement letters as it allows us to custom tailor them for each client while also collecting payment through Stripe.
Pros
- Conditional logic
- Answer piping
- Iframe embedding
- Support is friendly and easy to work with to resolve issues on your specific form
- Zapier integration opens up endless possibilities to automate using the information from your form
Cons
- Calculated field syntax is extremely unwieldy and difficult to use if you are not a programmer
- Self-help material is nonspecific and difficult to extract usable information from
- The features that require a paid subscription seem arbitrary at times
- Submitted forms aren’t static. Changes to the form template reflect in submitted forms as well which is just dumb.
Likelihood to Recommend
Well suited for securely collecting information for our tax and accounting clients
Easy embedding makes the forms look very polished and customized
The UI is polished and easy to jump into
The paid subscriptions are not particularly cheap however
Tge syntax used for calculations is unintuitive difficult to work with for non-programmers. Using a syntax more similar to excel formulas would have made this instantly accessible to a huge swath of users.
Easy embedding makes the forms look very polished and customized
The UI is polished and easy to jump into
The paid subscriptions are not particularly cheap however
Tge syntax used for calculations is unintuitive difficult to work with for non-programmers. Using a syntax more similar to excel formulas would have made this instantly accessible to a huge swath of users.
RB
Russell Barnett, EA, CTS
CEO in Finance and Accounting at SIlicon Valley Tax Coach (Accounting, 1-10 employees)
Vetted Review
2 years of experience