Online fillable forms are useful tools for CPAs and bookkeepers

Discover how online fillable forms can completely change the way CPAs and bookkeepers gather client information. Say goodbye to time-consuming data collection, manual errors and disorganized information. Explore the pros and cons of 7 online fillable forms and find the perfect fit for your business needs.

Overwhelmed with your busy schedule and no time to create forms? No worries! Let us handle it for you. Click here to discover how we can simplify the lives of CPAs and bookkeepers.

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7 form options

Table Of Contents

Microsoft Forms

  • Super-simple to use and intuitive interface.

  • Integration with other Microsoft products.

  • Lack of advanced features that would enhance its usefulness.

  • Limited functionality for complex logic and workflow.

  • Not available for personal subscription holders.

Google Forms


  • Easy to use with a simple interface.

  • Provides 17 customizable templates for various purposes.

  • Offers features such as adding images, videos, logic, and quizzes to forms.

  • Good support and documentation available.

  • Integrates well with other Google products and third-party applications.

  • Free to use and accessible to anyone with a Google account.


  • Limited design options for forms.

  • Limited customization options available.

Jot Forms


  • Very easy to use, especially for beginners.

  • Over 10,000 customizable templates available.

  • Offers a wide range of features, including various form fields, payment forms, unlimited form fields (even on the free plan), and form widgets.

  • You can receive payments on the free plan.

  • Provides 24/7 support through a Contact Us form, with the option to upload screenshots for faster issue resolution.

  • Integrates with 80 different apps, including popular ones like PayPal, Slack, Google Calendar, and Mailchimp.

  • Works seamlessly with CRM tools such as Salesforce and HubSpot.

  • Provides a 30-day money-back guarantee on all plans.


  • Usage limitations, even on paid plans.

  • Restrictions on the number of monthly form submissions you can receive and the number of forms you can create.


  • Easy to use and user-friendly.

  • Wide range of customizable templates available.

  • Offers a variety of features including unlimited forms and surveys, logic jump capabilities, data export options, hidden fields, and customizable themes.

  • Provides interactive forms that enhance response quality and completion rates.

  • Offers support through email, live chat, FAQs, and forums.

  • Integrates with over 500 applications through Zapier, including Google Sheets, Slack, Hubspot, Salesforces, and Mailchimp.

  • Offers a free trial with access to 3,000+ templates.

  • Allows easy access and download of survey results in formats like Excel for convenient viewing.


  • Difficult to customize the design of the form.

  • May be considered expensive for small businesses.

  • No phone support available

Paper Form


  • Incredibly user-friendly and beginner-friendly.

  • Offers over 650 form templates organized into various categories.

  • Allows unlimited form creation on all plans.

  • Provides more than 28 question types, offering flexibility for different purposes.

  • Offers support via email or chat.

  • Integrates with other tools like Webhooks and Zapier to streamline business processes.

  • Provides a 14-day risk-free trial for users to try out the platform.


  • No free plan available, which may not be suitable for those on a limited budget.

  • Lacks some advanced features found in platforms like SurveyMonkey.

  • Not all templates are accessible with the lowest-priced plan.

Cognito Form


  • User-friendly interface that is easy to use.

  • Provides over 100 form templates to choose from.

  • Offers a wide range of form features, including encryption, logic, payments, multi-page forms, save-and-resume, and reporting tools.

  • Support available through email or chat.

  • Integrates smoothly with Microsoft Flow and Zapier, allowing connections with various third-party apps and automations.

  • Offers a free plan with unlimited form creation and access to over 100 templates.

  • Provides advanced features for creating complex forms.


  • Free plan includes Cognito Forms branding on your forms.

  • PayPal payments are only supported on more expensive plans.



  • Easy to set up and start using.

  • Provides pre-designed templates for forms, surveys, quizzes, and calculators.

  • Offers customization options to personalize the templates.

  • Provides support through a knowledge base containing FAQs and support documentation.

  • Integrates with popular tools like Mailchimp, Slack, Google Sheets, ConvertKit, and more.

  • Offers a free 14-day trial without requiring a credit card.


  • No free plan available.

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