Title: Brian Davis, CPA, CFE on the OneForm blog | 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. Source: https://oneform.si/blog/author/brian-davis/ --- 1. [Blog](https://oneform.si/blog/) 2. Brian Davis, CPA, CFE # 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. [Website](https://oneform.si/about/)[YouTube](https://www.youtube.com/@briandaviscpa)[LinkedIn](https://www.linkedin.com/in/brian-davis-cpa-cfe) ## 20 posts by Brian [![Tax planning questionnaire: a OneForm Tax Opportunity Report report card on the OneForm gradient](https://app.oneform.si/media/bd0aa9c8-3255-47c2-8c4e-58f97b68b5f9)Tax planning12 min readTax Planning Questionnaire: 60+ Questions to Ask Clients by Life AreaA 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.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/tax-planning-questionnaire/)[![OneForm vs Typeform for Accountants: Why CPA Firms Switch](https://app.oneform.si/media/4242d174-3973-471c-b518-de3ce44331b8)Comparisons12 min readOneForm vs Typeform for Accountants: Why CPA Firms SwitchOneForm 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.Brian Davis, CPA, CFE · October 19, 2026](https://oneform.si/blog/oneform-vs-typeform-for-accountants/)[![OneForm vs Typeform for Financial Advisors: Discovery to a First Plan](https://app.oneform.si/media/266bb7ed-5c57-4d81-b865-be41459c35ac)Comparisons12 min readOneForm vs Typeform for Financial Advisors: Discovery to a First PlanFor 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.Brian Davis, CPA, CFE · October 19, 2026](https://oneform.si/blog/oneform-vs-typeform-for-financial-advisors/)[![The best Typeform alternatives: logos of OneForm, Jotform, Tally, Google Forms, Typeform, Paperform, SurveyMonkey, Fillout, Formstack on the OneForm gradient](https://app.oneform.si/media/3e7d73eb-b522-462a-937a-e92dcec16477)Comparisons16 min readThe 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.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/best-typeform-alternatives/)[![Typeform pricing, explained: logos of OneForm, Typeform, Jotform, Tally on the OneForm gradient](https://app.oneform.si/media/dcf42ef4-0bf4-4fe2-acd6-c52ca3773220)Comparisons12 min readTypeform Pricing 2026: Plans, Response Limits and What You PayAs 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.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/typeform-pricing/)[![Typeform vs Jotform vs OneForm: logos of Typeform, Jotform, OneForm on the OneForm gradient](https://app.oneform.si/media/7d27f505-6ac1-49c2-9ef0-5e0626ccd164)Comparisons16 min readTypeform 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.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/typeform-vs-jotform/)[![The best Jotform alternatives: logos of OneForm, Typeform, Google Forms, Tally, Cognito Forms, Jotform, Formstack, Paperform, Fillout on the OneForm gradient](https://app.oneform.si/media/2dee9e27-fe80-4158-9d9d-534851711d3f)Comparisons16 min read8 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.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/best-jotform-alternatives/)[![The best Google Forms alternatives: logos of OneForm, Typeform, Jotform, Microsoft Forms, Tally, Google Forms, Fillout, Zoho Forms, SurveyMonkey on the OneForm gradient](https://app.oneform.si/media/5f893c81-e16f-4db0-a00c-a4d033e2b76b)Comparisons16 min read8 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.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/best-google-forms-alternatives/)[![The best online form builders: logos of OneForm, Typeform, Jotform, Google Forms, Microsoft Forms, Tally, Fillout, Paperform, Cognito Forms on the OneForm gradient](https://app.oneform.si/media/0f0707c8-2d6b-4c60-a74d-05b6e73b3fbc)Comparisons15 min readBest Online Form Builders in 2026: 10 Tools ComparedOneForm 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.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/best-online-form-builders/)[![The best AI form builders: logos of OneForm, Typeform, Jotform, Fillout, Tally, Formstack, Zoho Forms, Google Forms, Paperform on the OneForm gradient](https://app.oneform.si/media/1173cfe6-db8f-44b0-9512-746502d76643)Comparisons15 min readBest AI Form Builders in 2026: What Each Tool's AI Really DoesThe 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.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/best-ai-form-builders/)[![Client intake software for accounting firms: logos of OneForm, TaxDome, Canopy, Karbon, Content Snare, Jotform on the OneForm gradient](https://app.oneform.si/media/f07ffc5d-89fe-405e-bb90-b1b7d5101158)Comparisons15 min readClient Intake Software for Accounting Firms: 7 Options ComparedOneForm 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.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/client-intake-software-for-accounting-firms/)[![One Big Beautiful Bill: 2026 planning: a OneForm Client planning checklist report card on the OneForm gradient](https://app.oneform.si/media/73f43765-512b-4249-b7d1-bdb381b7d1a0)Tax planning12 min readOne Big Beautiful Bill Tax Changes: 2026 Client Planning GuideThe OBBBA made most 2017 cuts permanent, added tips, overtime and senior deductions through 2028, raised the SALT cap and limited itemized deductions from 2026.Brian Davis, CPA, CFE · October 11, 2026](https://oneform.si/blog/one-big-beautiful-bill-tax-planning/) Page 1 of 2[Older →](https://oneform.si/blog/author/brian-davis/page/2/)