By integrating forms directly into their automation engine you can now trigger data collection workflows automatically. This is huge for tax season. Instead of manually chasing clients for information the system can send the form, chase the response, and file the data back into the system without you lifting a finger.
But it goes beyond client work. You can use these internally for staff wellbeing checks or HR processes. When you layer AI over the top to analyse the sentiment of the responses you start getting some very clever insights into your firm.