Who was dataforma made for?
Will my staff be able to learn Dataforma?

We were contractors when we created Dataforma, so we knew it had to be user-friendly enough for our staff and field techs to use…and that was in 2003! Since then, we have created and refined our process for training your staff and now have over 10,000 people successfully using Dataforma!

Can I bring in old data into Dataforma?

Absolutely! We can help you decide what data is worth importing. We want you to keep as much history as possible, but we don’t want to start things off on the wrong foot by bringing in redundant data, data with missing records, etc. Our on-boarding staff will help you get the most out of your company information.

Who owns the data that we enter into Dataforma?

It is always your data! This is a big part of our contracts; everything you enter into Dataforma is yours. In the event you ever leave us (but why would you?), we return all of your data in a format you can upload it into another system.

Is my data secure with Dataforma?

We encrypt your data and use Amazon Web Servers. In our nearly 20 years in business, we’ve never had any breach or corruption of data. Ever.

How much storage space do I have with Dataforma?

Since our inception in 2003, we have never charged a client for additional storage space. Our mobile app automatically resizes photos (without losing resolution) before uploading to the database, which maximizes storage space for our client. This means your allotted 100 GB can last for decades.

Does Dataforma work with my Quickbooks account?

Absolutely! Nearly half of our clients use Quickbooks. We can easily customize an export so you do not need to redundantly enter information into Quickbooks.

What about other accounting packages, does Dataforma work with those?

Dataforma can export to other accounting packages just as easily as we can to Quickbooks. We’ve worked with many Sage products, ComputerEase, Foundation, and many other programs.

What happens after you train my staff?

We encourage you to call our office any time you have a question and we never charge you for customer support! Our staff have contracting backgrounds and are experts in Dataforma, so we want to answer your question and get you back to work as soon as possible! We also have online tutorial videos and advanced user training for members of your staff who prefer to learn on their own.

How do I contact a Dataforma representative to get support or schedule a free demonstration?

For customer support, we can be reached 24 hours a day, 7 days a week toll free at 1-866-764-9992 or by email at

For a free demonstration of Dataforma, fill out our form online and we’ll get back to you within 24-48 hours.

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