Enterprise Plan

All Nextform plans include unlimited form requests, but the enterprise plan offers additional features and benefits. Read on to discover if the enterprise plan is right for you.


Custom Domain Name

The enterprise plan allows you to configure a custom domain name for your forms and emails. This means that emailed requests can be sent from an address like forms@yourdomain.com and your forms can be accessed at a URL like https://forms.yourdomain.com. This enhances the white-label experience for your users, ensuring they only see your brand and domain name at every touch point.


Multiple Brands

The enterprise plan allows you to create multiple brands. Each brand can have its own logo, name, and email message. This is useful if you have multiple brands or if you are a software provider and you want to offer Nextform as a feature of your own software.


Automatic Reminders

The enterprise plan allows you to send automatic reminders to your users. You can configure the number of days after a form is requested that the reminder is sent, and you can customize the reminder message.


Custom Fields

The enterprise plan allows you to add up to three custom fields to your contacts. This is useful for tracking multiple customer dimensions, such as their unique ID as it exists in different internal systems. These fields become metadata in your contacts, and is carried over to your forms.


Custom Validation Logic

The enterprise plan allows you to add custom validation logic to your forms. This is useful if you have specific business requirements dictating how your users should fill out their forms. For example, you can require that a tax treaty income type on a W-8BEN is limited to a specific value. The enterprise plan includes one customized form. For additional customized forms, please contact us.


Resell Nextform

One of the distinct benefits of the enterprise plan is that it also extends the software license and allows you to resell Nextform as a service. This means that if you are an accounting firm interested in empowering your clients to collect their own tax forms, or if you are creating tax compliance software and you want a bolt-on feature for tax form collection, you can do all of that with the enterprise plan.


What does it mean to resell Nextform?

The enterprise plan allows you to resell a white-label version of Nextform as a feature of your own service or software. See the examples below to better understand when a enterprise plan subscription is required.


Example 1: Nextform is a feature in a service you sell

Say your company provides tax compliance services. As part of that service, you enable your customers to collect, store, and retrieve tax forms, and this feature is powered by Nextform in the background. Your customers are signing up to use your product, in part, because it features Nextform tax forms.

In this situation, Nextform is being sold as a feature of your product, so a enterprise plan subscription would be required.


Example 2: Nextform is used for onboarding your users

Say you are developing an online marketplace where users sell hand-made crafts (think Etsy). As part of your user onboarding process, you require users to fill out a tax form such as a W-9 or W-8. Although Nextform is an important part of your onboarding process, your customers do not care about using Nextform, they care about getting through the sign-up process. They are not reusing Nextform in the products they sell on your platform.

In this situation, Nextform is not being sold as a feature of your product, so a enterprise plan subscription would not be required.


Want to learn more? Contact us.