Fiduciary Client Intake
Client intake without PDF questionnaires and email attachments: contact details, company documents and required services — end-to-end encrypted, DSG-compliant, Swiss-hosted.
Privacy compliant · Swiss hosting · End-to-end encrypted
Included fields
- Contact details
- Company details
- Services required
- Power of attorney & access
- Consent
How it works
Open template
Click 'Use template' to load the ready-made form into Formsly.
Customize
Adjust fields, labels, and settings to fit your needs in minutes.
Share & launch
Share the link, embed the form on your site, or send it via QR code.
Why Formsly?
Privacy compliant
Hosted exclusively in Switzerland. No data shared with third parties.
End-to-end encrypted
Optional: only you can read responses — not even us.
Live in minutes
No setup, no credit card. Open a template and start immediately.
Time saver
Ready-made templates instead of starting from scratch. Responses come in automatically.
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