Digital Forms for Finance and Accounting

Keep finances at your fingertips with digital forms

Digital forms have modernized the way accounting businesses work. They provide a convenient and efficient alternative to traditional paper-based forms. From collecting client information to tracking expenses, digital forms have made the accounting process faster, more accurate, and more secure.

However, GoFormz customers know not all digital forms are created equal. GoFormz makes it easy to create, send, and securely store your digital forms. In this blog, we’ll cover 5 ways GoFormz digital forms can help your accounting team.

How GoFormz Can Help Your Accounting Team

1. Access Forms From Anywhere, at Any Time

One of the biggest benefits of digital forms is that they can be accessed and completed from anywhere, at any time! This means that clients can easily fill out information for their tax returns or financial statements in the office, at home, or even on the go. GoFormz also makes it easy for accounting businesses to collect and store data electronically, minimizing the need for paper-based filing systems. This not only saves space in the office, but also makes it easier to access and share information.

Starting from scratch when it comes to digital forms? Get instant access to ready-to-go GoFormz templates like digital invoices, so you can start sending forms right away!

2. Create Fully Customizable Digital Forms

Digital forms are also highly customizable, making it easy for accounting businesses to create forms that meet their specific needs. In our easy-to-use form builder, forms can be designed to collect different types of information, such as expenses and income. Your digital forms can also include custom rules and calculations – a perfect perk for the accounting world. GoFormz can also be integrated with other apps, like Box and Google Drive, to streamline your processes and improve efficiency.

3. Reduce Common Errors

Digital forms improve accuracy and reduce common errors. With traditional paper forms, it can be easy to miss important information or make mistakes when writing by hand. On the other hand, digital forms can be designed to include built-in validations and required fields. This ensures that all the required fields are completed accurately. GoFormz can also be set up to automatically calculate totals, reducing the chances of human error.

4. Improve Form Security

Another advantage of digital forms is the improved security over paper forms. Paper forms can be lost, stolen, or damaged, putting sensitive client information at risk. GoFormz encrypts all data passing to and from the data center, and customizable user permission settings means that only authorized individuals can access form information. GoFormz can also provide an audit trail that can be used to track who has accessed and made changes to the forms. This is especially important for legally binding documents, like an electronic signature form with sensitive contract information.

5. Boost Collaboration

Lastly, digital forms have made it easier for accounting businesses to collaborate with clients and other professionals. GoFormz digital forms can be shared instantly on any device, allowing clients to review and approve information in real time! This speeds up form processing while improving business-to-client communication.

Conclusion

In conclusion, digital forms have provided a valuable solution for accounting businesses. GoFormz provides a more efficient, accurate, and secure alternative to traditional paper-based forms. Collect and store data electronically, customize forms to meet specific needs, and collaborate in real-time. It's a must-have for any accounting business looking to stay competitive and improve their processes.