Brian Davis, CPA, CFE
Founder & CEO, OneForm
Brian Davis, CPA, CFE, is the founder of OneForm and a practicing accountant. He has been recognized as one of CPA Practice Advisor’s 40 Under 40. He leads One Stop CPA, a virtual tax advisory practice, and is the creator of 10Key, a suite of interactive tax planning tools for advisors. Brian serves on the advisory boards for the Digital CPA Conference and CPA.com Startup Accelerator, regularly contributes insights to CPA.com, the AICPA, and the Journal of Accountancy, and collaborates with accounting technology companies like TaxDome and BlueJ—tools he uses firsthand in his own practice.
20 posts by Brian
Tax Planning Questionnaire: 60+ Questions to Ask Clients by Life Area
A tax planning questionnaire asks clients what changed and what they plan, by life area, with screening questions first so only real opportunities get detailed follow-ups.
OneForm vs Typeform for Accountants: Why CPA Firms Switch
OneForm turns each client response into an AI-drafted report your team approves before it's sent; Typeform, Jotform and Google Forms collect answers well but don't list that step.
OneForm vs Typeform for Financial Advisors: Discovery to a First Plan
For advisors whose discovery form should end in a reviewed first plan and a booked meeting, OneForm fits better; Typeform fits a polished general form with many integrations.
The 9 Best Typeform Alternatives in 2026 (Free and Paid)
OneForm for firms that turn each response into a reviewed report, Jotform for the broadest toolkit, Tally for free unlimited forms, Fillout for a generous free tier, and Google Forms for surveys.
Typeform Pricing 2026: Plans, Response Limits and What You Pay
As of October 2026, Typeform is free for 10 responses a month; Basic is $28 a month billed yearly or $39 monthly for 100 responses and one user. Firms can try OneForm free.
Typeform vs Jotform vs OneForm (2026): Which Form Builder Fits?
Pick Typeform for polished one-question-at-a-time forms and Jotform for payments, e-signatures and more submissions per dollar; firms needing a reviewed report from each response should pick OneForm.
8 Best Jotform Alternatives in 2026 (Free and Paid, Compared)
OneForm for firms that turn each response into a reviewed report, Typeform for conversational forms, Tally and Fillout for generous free plans, and Cognito Forms for calculations.
8 Best Google Forms Alternatives in 2026 (Free and Paid)
OneForm for firms that turn each response into a reviewed report, Microsoft Forms for Microsoft 365 teams, Tally for a free upgrade, and Typeform and Jotform for polish and payments.
Best Online Form Builders in 2026: 10 Tools Compared
OneForm is the best form builder for accounting firms and advisors in 2026, Jotform the best all-rounder, Typeform the best for conversational forms, and Tally and Google Forms the best free picks.
Best AI Form Builders in 2026: What Each Tool's AI Really Does
The best AI form builders in 2026 are OneForm for AI-drafted, reviewed reports at firms, Typeform and Jotform for depth, Tally for free AI, and Google and Microsoft Forms for their suites.
Client Intake Software for Accounting Firms: 7 Options Compared
OneForm turns intake answers into reviewed client reports; TaxDome, Canopy and Karbon cover portals, organizers and e-signatures; Content Snare chases documents; Jotform and Typeform build forms.
One Big Beautiful Bill Tax Changes: 2026 Client Planning Guide
The OBBBA made most 2017 cuts permanent, added tips, overtime and senior deductions through 2028, raised the SALT cap and limited itemized deductions from 2026.