CharityTracker vs FORMNA

CharityTracker is case management software that centralizes client documents and helps organizations record services, outcomes, and reporting. It supports case intake, progress tracking, assessments, and reports for funders. Partner agencies can share client requests, alerts, bulletins, and referrals through a network; a network administrator must approve an agency before access is granted. The maker lists community nonprofits, churches, hospitals and healthcare, human services, social work, domestic violence, disaster recovery, and other community-serving organizations among those it serves. Basic costs $20 per user per month and includes case management, reports, area-wide bulletins, and daily backup. Plus adds barcode scanning, client IDs, digital signature capture, file uploads, requests and referrals, and outcome tracking. Pro adds kiosk or remote intake, SMS broadcasts, appointments and scheduling, customizable assessments, changes-over-time reports, and an API. A 14-day trial is available without a credit card. The maker describes CharityTracker as HIPAA-compliant and says its hosting is provided by Amazon Web Services; each staff member or volunteer needs a unique login. It is available on the web and through an API.

FORMNA is a self-hosted form builder and program management platform for handling forms, submissions, review workflows, and reports. Its drag-and-drop builder supports 15 field types, conditional logic, validation, file uploads, draft auto-save, and version management. Programs can group forms with deadlines, submission rules, instructions, eligibility requirements, and custom permissions. Multi-stage reviews can assign reviewers, apply weighted scoring, request clarification, and record approve, reject, or advance decisions. Four roles—Super Admin, Admin, Reviewer, and User—have scoped permissions and tailored dashboards. Security features include TOTP multifactor authentication, encrypted data at rest, rate limiting, and session invalidation; the system logs actions with who, what, and when. Optional AI summaries use a configurable LLM provider while data remains on the organization's servers. Installation is documented for Docker or bare metal and requires PHP 8.2+, MySQL 8.0+ or MariaDB 10.6+, and Apache or Nginx. The open-source plan is free for qualifying organizations; specified commercial uses require licensing. Enterprise Annual License costs $25,000 per year.