Forms are a great way to keep up with client information. Forms can be customized to fit your needs and very flexible. Forms are easy to use and have a great customer service team that is extremely helpful. I feel like they are always willing to answer any questions you may have. I would like to see some more recent templates. If you are looking for a great way to keep up with client information, forms are a great way to do so. Forms allow us to keep track of client information and allow us to communicate with other staff members. I love that we can use the same templates for all of our accounts.