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Connect with over 2,000 popular apps and software to improve productivity and automate workflows
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Explore all the solutions you can create with Paperform: surveys, quizzes, tests, payment forms, scheduling forms, and a whole lot more.
See all solutions
Connect with over 2,000 popular apps and software to improve productivity and automate workflows
See all integrations
Paperform's Peer-to-Peer Payment App User Data Access Request Form makes it simple for users to request their personal transaction data, payment history, and account information from P2P payment platforms. Whether you need records for tax purposes, financial planning, or security audits, this template streamlines the data access request process while ensuring compliance with data protection regulations.
This form is designed for fintech companies, payment processors, and digital wallet providers who need to handle user data requests efficiently while maintaining security and compliance standards. The structured format captures all necessary verification details, specifies exactly what data the user needs, and creates a clear audit trail for every request.
With conditional logic, this form adapts based on the type of data requested—showing relevant fields for transaction history date ranges, specific linked accounts, or security setting details. Automated workflows via Stepper (stepper.io) can route approved requests to your data retrieval team, trigger verification processes, log requests in your compliance system, and send status updates to users automatically.
AI Insights helps your compliance and support teams analyze patterns in data requests—identifying common request types, peak request periods, and potential security concerns that require additional verification. This intelligence helps you optimize your data access processes and maintain regulatory compliance.
The form integrates seamlessly with your existing IT and compliance tools through native integrations and Stepper workflows, ensuring data access requests flow smoothly through your verification, approval, and fulfillment processes. For organizations managing multiple payment platforms or serving different regions with varying data protection requirements, Paperform's Agency+ plan provides the scalability and controls you need.
Trusted by fintech companies and digital payment platforms worldwide, this template helps you handle user data requests with transparency, security, and efficiency—building trust while meeting your regulatory obligations under GDPR, CCPA, and other data protection frameworks.