Your client forms, filled and filed for you.
FormFiller fills your account applications, transfers, tax forms, and agreements straight from your CRM — signature-ready for DocuSign, with the executed copies filed back to the client record. No re-keying. No NIGO.
Manual paperwork costs more than you think.
Every new account, transfer, and agreement means retyping the same client details into form after form, and one wrong field sends it all back.
Hours Lost to Re-Keying
Advisors retype identical client details across a dozen custodial and tax forms during every onboarding.
NIGO Forms Bounce Back
A single mistyped field sends paperwork back as not-in-good-order, delaying funding by days.
Clients Drop Off
Long, repetitive paperwork is exactly where new-client momentum stalls.
For our advisors, paperwork can eat up anywhere from 20 to 50% of the week, easily 10 to 20 hours each. FormFiller takes that off our plates so we can put the time back where it belongs: with clients.
One record. Every form. Filled as you go.
Your CRM already has the answers.
Every client detail flows in from the record you already keep, so you never retype the same information from one form to the next.
- Pulled from the record you already keep
- No copy-paste between disconnected tools
One flow instead of a dozen tabs.
Today
- A forms tool like Laser App for the paperwork
- A separate portal for each custodian
- Forms filled by hand before they ever reach DocuSign
- Your CRM, copied into all of them by hand
- A different login and layout for every one
With FormFiller
- All your custodial, tax, and advisory paperwork in one flow
- Your CRM as the single source, automatically
- Forms arrive at DocuSign already filled, signature-ready
- Signed copies filed back in the same system
- One flow from first form to funded account
FormFiller replaces the stitched-together stack advisors juggle today with one connected flow.
Drop in any form. FormFiller does the rest.
FormFiller recognizes any form with AI-augmented matching and fills it from your CRM, with the executed copy filed back to the client record — reusing what it learns across your whole book.
Add the document
Upload any fillable PDF — custodial paperwork, tax forms, or your own templates.
AI maps & remembers
Form-matching AI recognizes the document, maps every field, and remembers it for the next time that form shows up.
Autofill from your CRM
Every field populates from the client record you already keep, validated as it fills.
Sign & file
Send the filled packet to DocuSign for legally binding e-signature; the executed copy is filed back to the client record.
Works with every custodian you do.
Wherever you custody assets — and however many custodians you run — grab the paperwork the way you do today and drop it into FormFiller: it fills from your CRM, and the executed copy is filed back. If it is a fillable PDF, FormFiller can fill it.
Everything you need. Nothing you don't.
Any Form, Even Yours
Custodial forms, tax forms, advisory paperwork, or your own templates. If it is a PDF, FormFiller can fill it.
Learns Your Forms
Form-matching AI maps each document once and remembers it, so it gets faster and more accurate across your whole book.
Compliance-Ready
SOC-2 security, complete audit logs, and SEC-friendly recordkeeping in every document.
Trusted by leading advisory firms
Integration Partner
Seamless integration with Orion Portfolio Solutions
Kitces AdvisorTech Map
Recognized on the industry-leading technology resource
SOC-2 Type II
Enterprise-grade security certification
Your client data is protected with bank-level 256-bit encryption and complete audit trails for SEC compliance.
For all your forms and documents.
FormFiller works with any fillable PDF — custodial paperwork, tax forms, advisory agreements, or your own templates. The cards below are examples of the paperwork advisors run through it.
New Account Application
Trust Account Application
UTMA / UGMA Custodial
IRS Form W-8BEN
Traditional IRA Application
SEP IRA Application
Rollover IRA Application
401(k) Rollover Request
RMD Election
Investment Advisory Agreement
Fee Debit Authorization
Investment Policy Statement
Limited Power of Attorney
Trade Authorization
Transfer of Assets
ACH Authorization
Systematic Withdrawal Plan
Transfer-on-Death Registration
Accredited Investor Certification
Options Trading Agreement
529 Plan Application
Joint Account Agreement
Entity Account Application
IRS Form W-9
Tax Withholding Election
Roth IRA Application
SIMPLE IRA Application
Inherited IRA Application
Roth Conversion Form
IRA Distribution Request
Financial Planning Agreement
Alternative Investment Subscription
Risk Tolerance Questionnaire
Standing Letter of Authorization
ACAT Transfer
Annuity 1035 Exchange
Wire Transfer Request
Beneficiary Designation
Trusted Contact Form
Margin Account Agreement
Annuity Application
Securities-Based Line of Credit
New Account Application
Joint Account Agreement
Trust Account Application
Entity Account Application
UTMA / UGMA Custodial
IRS Form W-9
IRS Form W-8BEN
Tax Withholding Election
Traditional IRA Application
Roth IRA Application
SEP IRA Application
SIMPLE IRA Application
Rollover IRA Application
Inherited IRA Application
401(k) Rollover Request
Roth Conversion Form
RMD Election
IRA Distribution Request
Investment Advisory Agreement
Financial Planning Agreement
Fee Debit Authorization
Alternative Investment Subscription
Investment Policy Statement
Risk Tolerance Questionnaire
Limited Power of Attorney
Standing Letter of Authorization
Trade Authorization
ACAT Transfer
Transfer of Assets
Annuity 1035 Exchange
ACH Authorization
Wire Transfer Request
Systematic Withdrawal Plan
Beneficiary Designation
Transfer-on-Death Registration
Trusted Contact Form
Accredited Investor Certification
Margin Account Agreement
Options Trading Agreement
Annuity Application
529 Plan Application
Securities-Based Line of Credit
Ready to never fill out a client form by hand again?
Get in touch and we'll show you how FormFiller turns hours of onboarding paperwork into a few clicks.