Upgrade from Cognito Forms
Cognito Forms is a form builder. Tallyfy runs the process that starts when someone submits a form, and tracks every step.
- Design - We invented Workflow Made Easy ®
- Tracking - Every request is visible from the form to the last step
- Pricing - Minimum purchase is 1 full member
- Support - Free 1:1 help from an expert, for life
- AI - Connect your own AI so it can complete steps alongside your team
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"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 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.
"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 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.
"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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
"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 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.
"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 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.
"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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
What switching from Cognito Forms saves
What busywork costs your company
per week
per year
over 5 years
A submitted form can land on a pile
A submitted form in Tallyfy lands on the task list of whoever does the next step.
Tallyfy vs. Cognito Forms
Tallyfy can collect form answers at any step of a process.
The alternatives
Form and survey builders
Form fields in Tallyfy include dates, file uploads, dropdowns, checklists and tables for line items.
AI readiness comparison
How Cognito Forms and Tallyfy compare on AI-native capabilities
Data entered once, such as a customer name or order number, fills in by itself wherever another step uses it. Tallyfy has a live MCP server with 100+ tools that connects to ChatGPT, Claude, Google Gemini, and Microsoft Copilot Studio.
Which tool is right for you?
Tallyfy is best for
- Teams whose forms start work for several people
- Operations teams that want to see what happens after each form
- Organizations that need each task assigned and done on time
- Companies that launch the same process again and again from one template
- Requests where a client or vendor has to complete a step
Consider Cognito Forms for
- Simple data collection with no follow-up work
- Basic surveys and feedback forms
- Collecting payments, with little to process afterward
- Forms where the submission is the last 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] "
" 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.[7] "
" The conditional logic is confusing to set up. What should be simple form rules become complicated and require multiple attempts to get right.[8] "
" Limited workflow automation after form submission. Once data is collected, there is no native way to trigger complex processes or assign follow-up tasks.[9] "
" 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.[10] "
" 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.[11] "
" 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.[12] "
- 100 entries/month
- 1 user
- 2,000 entries/month
- 1 user
- 10,000 entries/month
- 5 users
- 25,000 entries/month
- 10 users
- 5 guests
- Unlimited entries
- 20 users
- 20 guests
Tallyfy might not be right for you if...
- You only need a form builder, with no work after the form
- You run the odd one-off survey, and Tallyfy would be more than you need
- You mainly use forms to collect payments
A form that starts the work
Every entry becomes a process you can track
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Document | TM Team member | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. Track why this works | AI AI agent | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Improve | TM Team member |
Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
Tallyfy does not charge for basic services
Need help? Onboarding and 1:1 support are free for life, and you can book as many 25-minute screen-sharing calls with our experts as you need.
Book a call
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
Moving from Cognito Forms to Tallyfy
Most teams have their processes running 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 GitHubList the fields on each Cognito Forms form you use
Rebuild each form as a kick-off form, with the steps that follow it
Add rules that assign tasks based on the answers
Set up approval steps and who gets notified
Test each process from start to finish with a real submission
Frequently Asked Questions
What is Cognito Forms used for?
What is Tallyfy, and how is it different?
Can several people work on one request in Tallyfy?
Is Cognito Forms only useful for HIPAA compliance?
How does Tallyfy handle process improvement?
How does Tallyfy use AI?
What happens after someone submits a form in Tallyfy?
How can I see real customer reviews of Tallyfy?
Is setup help included?
How can I try Tallyfy?
What if my intake process needs more than a form?
What does onboarding involve after the form?
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 SiteJabber (February 2025)
- [8] Cognito Forms review on G2 - Logic issues (February 2025)
- [9] Cognito Forms review on Capterra - Workflow limitations (February 2025)
- [10] Cognito Forms review on Trustpilot - Data loss issues (January 2025)
- [11] Cognito Forms review on Trustpilot - Weekend support (January 2025)
- [12] Cognito Forms review on Trustpilot - Pro plan issues (January 2025)
5 alternatives to Cognito Forms
Explore other alternatives to Cognito Forms
Jotform
Drag-and-drop online form builder
- Forms and surveys
- Registrations, applications, orders and payments
- Workflow templates for approvals
Typeform
Form builder with AI automation
- Workflows that start when a form ends
- Lead capture and data enrichment
- AI-moderated research
Google Forms
Google's online form and survey builder
- Part of Google Workspace
- Customizable forms
- Insights from the answers
Microsoft Forms
Microsoft's tool for forms, surveys and quizzes
- Copilot in Forms
- Forms you can share to collaborate
- A results view for responses
SurveyMonkey
Survey platform for feedback and market research
- Survey templates and AI survey building
- Single sign-on on the Enterprise plan
- Yearly response limits on Team plans
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.
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 November 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.