Collect Financial Information Online

Paperform empowers thousands of businesses to securely collect confidential information online. When building your forms and landing pages, you can choose from more than 20 question types, including text, number, date, signature, and file upload. Once collected, the submissions are stored safely in your Paperform account. You can export the information in CSV, PDF, and Word formats — or use one of our third-party integrations to send it where you need it to go.

Automate complex business workflows with Paperform and save hours and days of mundane work. Using Paperform’s native and Zapier integrations, you can automatically synchronize your data between your forms and third-party tools. Add submissions to a Google spreadsheet, export entries to a Mailchimp list or post directly to Slack—there’s a solution for all your business needs.

Run complex mathematical calculations behind the scenes. Set up values, rules and scoring, and let your form do the work for you. For example, you can calculate a custom financial score based on submitted data, and later include that score in the email summary sent to your responders.

Paperform keeps your information safe. We are GDPR compliant and your privacy is a priority to us. That’s why all form submissions are secured with TLS 1.2 SSL from the submitter’s browser through to our servers in the USA.