Upgrade from Cognito Forms
Cognito Forms has shoddy workflow capabilities. Its only real value is custom HIPAA compliance offerings for healthcare.
- Design - We invented Workflow Made Easy ®
- Far Better - Forms alone don't run workflows
- Pricing - Minimum purchase is 1 full member
- Support - Get expert 1:1 help free - for life
- Discount - For companies in your country based on GDP
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
Tallyfy vs. Cognito Forms
Which tool is right for you?
Honest comparison to help you make the right choice
Tallyfy is best for
- Teams needing real workflow automation, not shoddy workarounds
- Operations teams wanting to track what happens post-form
- Organizations needing task assignment and accountability
- Companies wanting forms as workflow triggers, not endpoints
- Anyone not requiring HIPAA compliance (Cognito Forms only real advantage)
Cognito Forms may be better for
- Simple data collection without follow-up workflows
- Basic survey and feedback forms
- Payment collection with minimal processing needs
- Static forms where submission is the final step
Here's why people don't like Cognito Forms
This is third party content sourced from the public web. You can verify this content if you wish. See our disclaimer and citations section below.
" Can't change name of form without breaking every existing form link. Changing a form also changes every previously submitted copy so there is no permanence. Formatting is unattractive and wastes space when exporting a copy to PDF.[1] "
" Performance can be super slow too... I have times I have to bring up the forms and walk away for an hour or more before data can be seen.[2] "
" I strongly advise against using this company. If your business relies on functional forms, it's crucial to have real-time customer service to address any issues that may arise.[3] "
" Their UI and functionality are just poor.[4] "
" The software's interface is clunky and lacks flexibility. This has made it difficult for them to analyze data and navigate through spreadsheets of results.[5] "
" The calculated syntax field is mentioned as being difficult to use by some users.[6] "
" Cognito Forms is incredibly slow and buggy. Forms take forever to load and sometimes don't submit properly. Very frustrating for our business.[7] "
" Interface aesthetics may appear slightly dated to some users. It's slightly outdated and not user friendly, especially for users that prefer a more modern look.[8] "
" The conditional logic is confusing to set up. What should be simple form rules become complicated and require multiple attempts to get right.[9] "
" Limited workflow automation after form submission. Once data is collected, there is no native way to trigger complex processes or assign follow-up tasks.[10] "
" The form builder is far more complicated than it appears. Unless you manually save after every field, your work is at risk of being lost. The partial form I had built disappeared and couldn't be recovered.[11] "
" Just before a weekend, they shut down our access to our most important form. They offer no support over the weekend. If your business relies on functional forms, this is unacceptable.[12] "
" I upgraded to Pro - then all problems appeared. It kept asking me to upgrade, links to connect to other forms do not work. They keep asking you questions but never solved any of my issues.[13] "
- Limited features
- Basic forms
- Payment processing
- More storage
- Multiple users
- Advanced features
- 100GB storage
- 20 users
- Unlimited entries
Tallyfy might not be right for you if...
Tallyfy isn't for everyone. Here's when it may not fit:
- Not a standalone form builder without workflow needs
- May be overkill for simple one-off survey collection
- Not designed for payment-only collection forms
Forms that trigger workflows
Capture data, then act on it automatically
Can Cognito Forms scale?
Are you hearing this at work? That's busywork
Enter between 1 and 150,000
Enter between 0.5 and 40
Enter between $10 and $1,000
Based on $30/hr x 4 hrs/wk
Your loss and waste is:
every week
What you are losing
Cash burned on busywork
per week in wasted wages
What you could have gained
160 extra hours could create:
per week in real and compounding value
Total cumulative impact over time (real cost + missed opportunities)
You are bleeding cash, annoying every employee and killing dreams.
It's a no-brainer
Tallyfy does not charge for basic services
Need help? Unlike costly "professional services" for Cognito Forms - Tallyfy guarantees free 25-minute screen-sharing calls with workflow experts for life.
SCHEDULE A CALL
Fair Price Guarantee
If your company is based in a country where the GDP per capita is significantly lower than the USA, we offer a discount on our pricing. This ensures fair pricing for companies worldwide.
FAIR PRICE GUARANTEETallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Middleware
BI & Data Export
Events & Triggers
AI & Automation
Security
Documents
Analytics & Metrics
Email Integration
Legal & Enterprise
Moving from Cognito Forms to Tallyfy
Most teams are running complete workflows within 1-2 weeks
Automated Migration Tool Available
We provide an open-source migration script specifically for Cognito Forms users.
View Cognito Forms Migrator on GitHubExport your Cognito Forms configurations and field layouts
Recreate forms in Tallyfy with connected workflow steps
Set up automated task assignments based on form responses
Configure notifications and approval chains
Test end-to-end workflow with real submissions
Frequently Asked Questions
What is Cognito Forms used for?
What exactly is Tallyfy and how is it different?
Why is Cognito Forms' approach potentially problematic?
Is Cognito Forms only useful for HIPAA compliance?
How does Tallyfy handle process improvement?
How does AI integration differ between the two platforms?
What happens after form submission in both systems?
How can I see real customer reviews of Tallyfy?
Does Tallyfy offer free professional services?
How can I try Tallyfy?
What happens when form complexity exceeds basic builder capabilities?
Why do consulting firms need more than data collection forms?
References and Citations
- [1] Cognito Forms review on G2 (February 2025)
- [2] Cognito Forms review on G2 (February 2025)
- [3] Cognito Forms review on Capterra (February 2025)
- [4] Cognito Forms review on Capterra (February 2025)
- [5] Cognito Forms review on TrustRadius (February 2025)
- [6] Cognito Forms review on TrustRadius (February 2025)
- [7] Cognito Forms review on Reddit (February 2025)
- [8] Cognito Forms review on SiteJabber (February 2025)
- [9] Cognito Forms review on G2 - Logic issues (February 2025)
- [10] Cognito Forms review on Capterra - Workflow limitations (February 2025)
- [11] Cognito Forms review on Trustpilot - Data loss issues (January 2025)
- [12] Cognito Forms review on Trustpilot - Weekend support (January 2025)
- [13] Cognito Forms review on Trustpilot - Pro plan issues (January 2025)
4 alternatives to Cognito Forms
Explore other alternatives to Cognito Forms
Jotform
Online form builder without workflow automation
- Forms only, not processes
- No workflow tracking
- Limited automation
Typeform
Attractive forms that do not solve workflow problems
- Style over substance
- Expensive for volume
- No process capability
Google Forms
Basic free forms with no workflow capabilities
- Zero workflow features
- Basic analysis
- No tracking
Microsoft Forms
Simple forms that create data management nightmares
- Minimal features
- Microsoft ecosystem needed
- No processes
Tallyfy is a far better alternative to Cognito Forms
Ready to switch from Cognito Forms?
See how Tallyfy can transform your workflow management
Schedule a DemoReady to switch to a better workflow solution?
See why teams choose Tallyfy over the competition
DISCLAIMER OF AFFILIATION, ACCURACY & LIABILITY
This page is an independent, good-faith comparative review prepared by Tallyfy, Inc. ("Tallyfy") and is based on publicly available information, third-party reviews, and vendor materials current as of January 2026. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.
- • No Affiliation. Tallyfy is not affiliated with, endorsed by, or sponsored by Bryant Brothers LLC. "Cognito Forms" and related logos are trademarks or registered trademarks of Bryant Brothers LLC; all such marks appear solely for nominative, comparative reference permitted under the Lanham Act and the doctrine of nominative fair use.
- • Dynamic Information. Features, service levels, and pricing change frequently and may have changed since the compilation date. Users should verify current offerings directly with each vendor before making purchasing decisions.
- • Opinion & First-Amendment Protection. All statements constitute Tallyfy's opinion or commentary, which is protected speech when truthful and non-misleading.
- • No Warranties; Limitation of Liability. Tallyfy disclaims all warranties-express or implied-including accuracy, completeness, merchantability, and fitness for a particular purpose, and will not be liable for any loss or damage arising from reliance on this content.
- • Overall Website Terms. Your use of this website is subject to our terms and conditions.