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
Track all your workflows beautifully - on Tallyfy

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.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

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.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

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.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

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!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

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!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

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.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

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.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

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.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

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.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

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.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

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.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America
"

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.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

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.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

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.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

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!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

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!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

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.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

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.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

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.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

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.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

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.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

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.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America

Tallyfy vs. Cognito Forms

Cognito Forms
1 Simple, proven, tested user experience
Cognito Forms
Tallyfy
2 Guaranteed free 1:1 support for life
Cognito Forms
Tallyfy
3 Far more affordable and tiny minimum purchase
Cognito Forms
Tallyfy
4 Free Single Sign On (SSO) for everyone
Cognito Forms
Tallyfy
5 Compliant with HSTS and BIMI security
Cognito Forms
Tallyfy

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] "
- Cognito Forms review on G2
" 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] "
- Cognito Forms review on G2
" 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] "
Alex L.
- Cognito Forms review on Capterra
" Their UI and functionality are just poor.[4] "
Alex L.
- Cognito Forms review on Capterra
" 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] "
- Cognito Forms review on TrustRadius
" The calculated syntax field is mentioned as being difficult to use by some users.[6] "
- Cognito Forms review on TrustRadius
" Cognito Forms is incredibly slow and buggy. Forms take forever to load and sometimes don't submit properly. Very frustrating for our business.[7] "
- Cognito Forms review on Reddit
" 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] "
- Cognito Forms review on SiteJabber
" The conditional logic is confusing to set up. What should be simple form rules become complicated and require multiple attempts to get right.[9] "
- Cognito Forms review on G2
" 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] "
- Cognito Forms review on Capterra
" 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] "
Angelo M.
- Cognito Forms review on Trustpilot
" 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] "
Michael T.
- Cognito Forms review on Trustpilot
" 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] "
Loulou
- Cognito Forms review on Trustpilot
Cognito Forms Pricing
View official pricing
Free
Free
  • Limited features
  • Basic forms
Pro
$15/month
  • Payment processing
  • More storage
Team
$35/month
  • Multiple users
  • Advanced features
Enterprise
$99/month
  • 100GB storage
  • 20 users
  • Unlimited entries
* 14-day free trial* Nonprofit discounts available
Pricing last verified: December 2025. Prices may have changed.

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

Start Your Free Trial

No credit card required. Set up in minutes.

Forms that trigger workflows

Capture data, then act on it automatically

1. Document

Smart forms that connect directly to your workflows. No manual data transfer.

3. Improve

Conditional logic adapts forms to each response.

Can Cognito Forms scale?

Are you hearing this at work? That's busywork

"How do I do this?" "What's the status?" "I forgot" "What's next?" "See my reminder?"
people

Enter between 1 and 150,000

hours

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:

$12,800

every week

What you are losing

Cash burned on busywork

$8,000

per week in wasted wages

What you could have gained

160 extra hours could create:

$4,800

per week in real and compounding value

Sell, upsell and cross-sell
Compound efficiencies
Invest in R&D and grow moat

Total cumulative impact over time (real cost + missed opportunities)

1yr
$665,600
2yr
$1,331,200
3yr
$1,996,800
4yr
$2,662,400
5yr
$3,328,000
$0
$1m
$2m
$3m

You are bleeding cash, annoying every employee and killing dreams.

It's a no-brainer

Start Tallyfying today

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
Tallyfy Team
GDP per capita for the world

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 GUARANTEE

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 GitHub
1

Export your Cognito Forms configurations and field layouts

2

Recreate forms in Tallyfy with connected workflow steps

3

Set up automated task assignments based on form responses

4

Configure notifications and approval chains

5

Test end-to-end workflow with real submissions

Our team helps convert your standalone forms into complete tracked workflows at no extra cost

Frequently Asked Questions

What is Cognito Forms used for?

Cognito Forms is a basic form builder that lets you create online forms and collect data. But it's primarily just a form tool - which means you're left wondering what happens after someone submits a form. This can be a big limitation since forms are usually the start of a process, not the end goal. Unlike Tallyfy, which tracks the entire workflow after form submission, Cognito Forms may leave you in the dark about next steps and process tracking.

What exactly is Tallyfy and how is it different?

Tallyfy is a complete workflow management system that goes far beyond simple form building. It gets rid of workflow chaos by automatically tracking every step after a form is submitted. Think of it as combining smart forms with intelligent process tracking - so you always know exactly what's happening with any request or task. Users typically save 2 hours per person per day, while ensuring consistent quality and scalable operations through thoughtful automation.

Why is Cognito Forms' approach potentially problematic?

Cognito Forms has a badly designed, shoddy attempt at workflows and approvals. Its only real value is custom offerings for HIPAA compliance in healthcare. Beyond that narrow use case, you get the "submit and pray" problem - no built-in way to track what happens after submission, coordinate multiple people, or ensure tasks are completed systematically. Tallyfy solves this by connecting forms directly to trackable workflows, so nothing falls through the cracks.

Is Cognito Forms only useful for HIPAA compliance?

Essentially, yes. Cognito Forms offers custom HIPAA compliance offerings for healthcare organizations, which is their main differentiator. However, their workflow and approval capabilities are poorly designed and unreliable. If you need HIPAA-compliant forms specifically, Cognito Forms may be worth considering. For anything else - especially if you need real workflow automation after form submission - Tallyfy is the far better choice with proper process tracking and automation.

How does Tallyfy handle process improvement?

Tallyfy makes process improvement simple and collaborative through an elegant comment system. Users can suggest improvements directly within workflows, and these comments go straight to process owners for review. This creates a continuous improvement cycle that's typically missing in form-only tools like Cognito Forms. It's like having a built-in suggestion box that actually works.

How does AI integration differ between the two platforms?

Cognito Forms may have limited AI capabilities. Tallyfy integrates AI thoughtfully and practically. Instead of generic chatbots, Tallyfy uses AI for specific, valuable tasks like automatically converting existing documents into digital workflows and enabling computer-use AI that can control your mouse and keyboard for automation. It can even help migrate your existing SOPs and process documents automatically.

What happens after form submission in both systems?

With Cognito Forms, form submission may be the end of the road - you get the data but there's no built-in way to manage what happens next. Tallyfy changes this by making forms the beginning of an automated, trackable workflow. Every submission automatically triggers the right process, assigns tasks to the right people, and lets everyone involved track progress without manual follow-ups.

How can I see real customer reviews of Tallyfy?

You can check out authentic customer reviews and success stories at Tallyfy's customer stories page. These reviews show how real businesses have transformed their operations by moving beyond simple forms to fully tracked workflows.

Does Tallyfy offer free professional services?

Yes, unlike what Cognito Forms may offer, Tallyfy provides free professional services to help you succeed. This includes help with setup, training, and ongoing support. To learn more about these services and get started, schedule a chat with our team.

How can I try Tallyfy?

Tallyfy offers a customizable trial period to ensure you have enough time to experience its full capabilities. To get started with your personalized demo instance, book a demo with our team. We'll set everything up and guide you through the platform's features.

What happens when form complexity exceeds basic builder capabilities?

Operations teams running complex intake processes - like nonprofit fund transfers, housing applications, or vendor assessments - often hit the ceiling of basic form builders. One nonprofit handling rental assistance needed to prevent duplicate payments, track spending limits per recipient, and coordinate approvals in sequence. These requirements go far beyond what any form builder can provide, requiring workflow logic that connects form data to business rules and multi-step approval chains.

Why do consulting firms need more than data collection forms?

Consulting and professional services firms discover that client onboarding involves far more than collecting information through forms. One consulting firm tracked that onboarding a single new hire required coordinating DocuSign, payroll systems, client access provisioning, and scheduled check-ins across the first year - with unclear triggers for what should happen when. Form builders collect the initial data but provide no mechanism for coordinating the subsequent workflow across multiple systems and stakeholders.

4 alternatives to Cognito Forms

Explore other alternatives to Cognito Forms

Tallyfy is a far better alternative to Cognito Forms

Ready to switch from Cognito Forms?

See how Tallyfy can transform your workflow management

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Ready 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.