Eliminate unpaid returns and save 2 hours/week on manual invoice creation for new tax clients.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
Use Cognito Forms (an online form builder) to create a client intake form that collects payment before you start their return. Make routes the completed form and payment confirmation into QuickBooks Online as a new invoice, so your books stay clean automatically.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Build a client intake form in Cognito Forms with a payment field connected to Stripe
Step 2: Set the form to require payment before submission goes through
Step 3: Connect Cognito Forms to Make using the Cognito Forms trigger module
Step 4: Map the client name, service type, and payment amount to a new QuickBooks Online invoice
Step 5: Set the invoice status to 'Paid' automatically since payment was collected upfront
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See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
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