# OneForm

> OneForm is an AI form builder for accounting firms, financial advisors and professional practices that turns every form response into a reviewed, client-ready report — with paid reports, booking and lead scoring built in.

Key facts:
- Category: AI form builder and client-report automation ("forms to automated reports").
- For: accounting and tax firms, bookkeepers, financial advisors and professional-services firms.
- How it works: describe a form (or attach a PDF/screenshot) → OneFormAI builds it → each response becomes an AI-drafted report or document → a person reviews and approves → OneForm emails it as a branded PDF.
- Also: paid reports via Stripe on the thank-you screen, booking-calendar embeds (Calendly, Cal.com, Microsoft Bookings and more), voice forms, lead scoring, workflows, one-click integrations, insights.
- 335 features in total; full list below.
- Availability: open. Start free at https://app.oneform.si/signup, no card needed. Log in at https://app.oneform.si/login.
- Plans (US dollars): Free Forever ($0; 50 AI credits a month); Basic ($19 a month, or $190 a year; 250 AI credits a month); Pro ($49 a month, or $490 a year; 1,000 AI credits a month); Firm ($149 a month, or $1,490 a year; 3,000 AI credits a month). Paying yearly gives 2 months free.
- AI credits: 1 credit = $0.02 of real AI cost; credits reset on the 1st of each month; extra credits are 250 for $10 on any plan.
- Fees: OneForm takes no cut of paid reports or paid calls; firms keep the full price, minus Stripe's processing fee.

## Product
- [AI Form Builder: Create Forms from a Prompt or PDF](https://oneform.si/product/ai-builder/): Describe what you need, or attach the PDF, photo or spreadsheet you use today. OneFormAI asks a couple of quick questions, then writes the questions, the logic and the report.
- [Voice Forms: AI Conversational Client Intake](https://oneform.si/product/voice/): OneFormAI holds the conversation, asks your questions and fills in the answers. Your logic decides when it's done, not the model.
- [Automated Client Reports from Form Responses](https://oneform.si/product/reports/): OneFormAI drafts a report from each response, following your instructions. You edit it, approve it, and send it as a branded PDF.
- [Lead Scoring for Accounting & Advisory Firms](https://oneform.si/product/leads/): Everyone who filled in a form, one row per person, ranked by how likely they are to become a client.
- [Form Workflow Automation: Reports, Emails & CRM](https://oneform.si/product/workflows/): Draft the report, wait for approval, email the PDF, alert your team, log it to a sheet. Build it once and it runs on every response.
- [Form Analytics: Drop-off, Conversions & Email Opens](https://oneform.si/product/insights/): Form engagement and email performance side by side, so you know what to fix and who to follow up with.
- [All features](https://oneform.si/features/): A searchable list of all 335 features.
- [Pricing](https://oneform.si/pricing/): Free, Basic, Pro and Firm, every plan compared, and how AI credits work.
- [Integrations](https://oneform.si/integrations/)
- [MCP server for AI agents](https://oneform.si/developers/mcp/): Connect Claude, ChatGPT, Cursor, Codex and other AI tools to OneForm: remote MCP at https://app.oneform.si/mcp with OAuth.

## Solutions
- [Client Intake, Tax Organizer & Planning Forms for Accounting Firms](https://oneform.si/solutions/accounting/): Organizers, document requests and planning questionnaires that turn into reviewed, client-ready reports.
- [Discovery Forms & Automated Plans for Financial Advisors](https://oneform.si/solutions/advisors/): Let prospects talk or type through discovery, then send a first plan they'll want to discuss.
- [Proposal, Onboarding & Engagement Letter Forms for Firms](https://oneform.si/solutions/professional-services/): Quotes that add themselves up, engagement letters drafted from answers, and onboarding that runs itself.

## Templates
- [Tax Opportunity Report](https://oneform.si/templates/tax-opportunity/): A short quiz for business owners that becomes a personalized report of tax-saving opportunities. Produces: Tax Opportunity Report (PDF) sent to the prospect after review.
- [Business Owner Tax Checkup](https://oneform.si/templates/business-owner/): Business owners describe their business, books, payroll and upcoming changes, and get tax-planning conversation starters. Produces: Business Owner Tax Opportunity Report.
- [S Corporation Tax Checkup](https://oneform.si/templates/s-corp-checkup/): For existing S corporations: reasonable compensation, payroll, basis, compliance and planning gaps. Produces: S Corporation Tax Opportunity Report.
- [Should I Be an S Corporation?](https://oneform.si/templates/should-i-be-s-corp/): Sole proprietors and LLC owners find out whether an S corporation election is worth analyzing. Produces: S Corporation Opportunity Assessment.
- [Real Estate Investor Tax Checkup](https://oneform.si/templates/real-estate-investor/): Real estate investors review ownership, depreciation, cost segregation, rental losses and financing. Produces: Real Estate Investor Tax Opportunity Report.
- [Short-Term Rental Tax Checkup](https://oneform.si/templates/short-term-rental/): Short-term rental owners review guest stays, participation, depreciation and documentation. Produces: Short-Term Rental Tax Opportunity Report.
- [Year-End Tax Planning Checkup](https://oneform.si/templates/year-end-planning/): Before December, clients share what changed this year and get a prioritized year-end action plan. Produces: Year-End Tax Action Plan.
- [Retirement & Roth Tax Checkup](https://oneform.si/templates/retirement-roth/): Retirement accounts, Roth conversions, contributions and distributions, without investment advice. Produces: Retirement & Roth Tax Opportunity Report.
- [Investment & Capital Gains Tax Checkup](https://oneform.si/templates/investment-capital-gains/): Investors review capital gains, loss carryforwards, stock compensation, giving and liquidity events. Produces: Investment Tax Alpha Opportunity Report.
- [Family, Children & Education Tax Checkup](https://oneform.si/templates/family-education/): Families explore paying their kids, education savings, gifting and wealth-transfer conversations. Produces: Family Tax Opportunity Report.

## Compare
- [OneForm vs Typeform vs Jotform](https://oneform.si/compare/): Side-by-side feature comparison with sources.
- [Typeform Alternative for Accounting Firms & Financial Advisors](https://oneform.si/alternatives/typeform/)
- [Jotform Alternative for Accountants — Forms to Automated Reports](https://oneform.si/alternatives/jotform/)
- [Google Forms Alternative for Accounting Firms & Advisors](https://oneform.si/alternatives/google-forms/)

## Optional
- [llms-full.txt](https://oneform.si/llms-full.txt/): Every feature, template and FAQ answer in one file.
- Every page is also available as Markdown: add `index.md` to its address (for example https://oneform.si/pricing/index.md), or request it with `Accept: text/markdown`.
- [Security](https://oneform.si/security/)
- [Changelog](https://oneform.si/changelog/)
- [About](https://oneform.si/about/)