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Smarter Form

Smarter Form is a purpose-built form management portal that streamlines form and request processing, enhances regulatory compliance, and accelerates client and entity onboarding—delivering a seamless experience for both clients and internal teams. Designed for financial and corporate service providers, as well as a broad range of business industries, this intelligent solution leverages advanced automation tools to simplify workflows, improve accuracy, and drive efficiency across your organization.

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How It Works in 3 Easy Steps

1

Register

Sign up for Smarter Form today!
 Choose from our customizable smart form templates, upload your existing forms, or let us create brand-new forms tailored specifically to your business needs.

2

Profile Set Up

Once registered, we’ll set up your profile, customize your forms with your branding, and provide a unique URL and QR code to share with clients so they can submit forms directly to you.

3

Data Collection

As soon as a client submits a form, you'll receive an instant notification. From there, simply review, approve, or reject submissions — all within the Smarter Form platform. Easy, efficient, and seamless.

Features

Explore Smarter Form's features to see how it enhances data collection, streamlines client onboarding, and compliance

Analytics and Reporting

Monitor KPIs, analyze data, and track form submissions in real-time, all from a centralized and user-friendly dashboard. Effortlessly generate reports in PDF and CSV formats.

e-KYC

Enhance client onboarding and identity verification with integrated digital ID verification—powered by Sumsub, a certified digital identity provider, or seamlessly connect with any verification provider of your choice.

Automated Workflow

Automated form status notifications and streamlined efficiency for reviewing, approving, re-assigning forms to team members, or rejecting submitted forms.

Upload / Download Data

Effortlessly upload images/documents within the smart form, and export completed forms in PDF, providing extra flexibility for saving and sharing.

Dynamic Form Fields

Intelligent input fields that have conditional logic and dynamically display/hide form questions based on the user's responses, providing a tailored and relevant form experience.

Profile Brand Customization

We customize your profile with your company logo and brand colors, delivering a more personalized experience for you and your clients.

Embed Forms

All of our smart forms can be seamlessly embedded into your website, available for both standard and premium plan users.

Pre-fill, Save and Continue Later

All our smart forms are designed for efficiency and speed, allowing you to share pre-filled forms with your clients, and form submitters can save forms to complete at a later time.

Security Measures

Protecting your personal data is our highest priority. We adhere strictly to GDPR, CCPA, and other applicable data protection regulations. Our database is hosted by a ISO and SOC 2 compliant cloud service provider, ensuring top-tier security standards.

Smart Form Templates We Offer

Choose from our customizable smart form templates or create entirely new forms tailored to your unique business needs.

Entity Formation Forms

Customer Due Diligence Forms

Application & Registration Forms

Risk Assessment Form

Beneficial Ownership (BO) Forms

Change of Registered Agent Forms

Service Request Forms

Checklist Forms

Insurance Forms

Feedback & Survey Forms

And many more smart forms!

Entity Formation Forms

Customer Due Diligence Forms

Application & Registration Forms

Risk Assessment Form

Insurance Forms

Change of Registered Agent Forms

Service Request Forms

Checklist Forms

Beneficial Ownership (BO) Forms

Feedback & Survey Forms

And many more smart forms!

Frequently Asked Questions (FAQs)

What is Smarter Form and who is it for?

Smarter Form is a smart, digital platform designed to simplify data collection, speed up client and entity onboarding, and bolster regulatory compliance. It’s tailored primarily for financial services, corporate services, and other professional industries.

Its advanced features—like ID verification, conditional logic, automation, and secure data handling—ensure faster, more accurate onboarding while reducing manual errors and meeting regulatory requirements.

Smarter Form is built with compliance and data security at its core. The platform adheres to global data protection standards, including GDPR, CCPA, and CIMA-aligned cybersecurity guidelines. Data is securely stored in ISO- and SOC 2–certified Azure cloud environments.

For organizations that require full data sovereignty, Smarter Form also offers the option to route submissions directly to your internal servers, giving you complete control over where and how your data is managed.