Case Study: Perpetual CPA streamlines secure client onboarding and data collection with Formplus

Perpetual CPA - Customer Case Study

Perpetual CPA, a full-service digital accounting firm, needed a secure and convenient way to remotely collect sensitive client data for its online tax and accounting services. After extensive research into various data collection tools, the firm was looking for a solution that would support its strictly cloud-based operations without compromising security.

By implementing the Formplus form builder, Perpetual CPA gained a secure platform that met all its needs. The solution provided ease of use for creating forms, an efficient support team that implemented feature requests, and the critical security required for handling sensitive information. The Formplus fillable tables feature also proved especially valuable for organizing client details during tax return preparation and onboarding.

Perpetual CPA

Paul Tiyalev

Managing Director