4.9/5, Trusted by 10,000+ teams in finance, fintech, and consulting

Transform financial operations with powerful and secure forms

Streamline client onboarding, compliance checks, and data collection with SharaForms, the form builder built for financial institutions that need flexibility, security, and control.

Key Features for financial institutions

Advanced permissions and access rules
Custom form logic and conditional workflows
Encrypted data storage and SSL by default
Audit trails and submission tracking
API & webhook integrations for automation
Custom branding and white-labeling
Option to self-host for full data control

How financial teams use SharaForms

Choose how and where you host your forms – without compromising on enterprise-grade security.

Client onboarding

Create digital intake forms to collect KYC data and supporting documents securely.

Compliance and audit requests

Build internal forms to track approvals, risk assessments, and incident reports.

Loan applications

Gather borrower information and documentation without manual data entry.

Expense and reimbursement submissions

Simplify financial workflows with automated routing and notifications.

Customer feedback & surveys

Collect NPS, satisfaction, or post-service insights while keeping data private.

Onboarding, account opening and risk assessments

Digitize account opening, KYC onboarding, and risk assessment workflows with structured, auditable forms.

Templates for financial services

All templates are fully customizable, adapt them to your compliance and brand requirements in minutes.

Business Credit Application
Legal Business Name*
DBA / Trading Name
Contact Name*
Email*
Phone Number*
+1 (555) 000-0000
+9 more fields

Credit Application Form Template

A business credit application form template for trade accounts capturing structure, references, limits, and terms.

Application Forms +1Banking Forms +1
Tax Client Intake
Full Legal Name*
Email*
Phone Number*
+1 (555) 000-0000
Filing Status*
Select an option
Number of Dependents*
+7 more fields

Tax Preparation Client Intake Form Template

A tax preparation intake form template for accountants collecting filing status, income sources, and document readiness.

Questionnaire Templates +1Banking Forms +1
Get Your Insurance Quote
Full Name*
Email*
Phone Number*
+1 (555) 000-0000
What Do You Need Covered?*
Select an option
Vehicle Details (year, make, model, primary use)
+8 more fields

Insurance Quote Request Form Template

An insurance quote request form template routing auto, home, renters, life, and business inquiries with coverage details.

Quote Forms +1Insurance Forms
Supplier Registration
Legal Company Name*
Trading Name (if different)
Email*
Phone Number*
+1 (555) 000-0000
Company Website*
+10 more fields

Supplier Registration Form Template

A supplier registration form template onboarding vendors with compliance docs, capabilities, and payment details.

Application Forms Business Forms +1
Direct Deposit Authorization
Employee Name*
Employee ID*
Email*
What are you doing?*
Select an option
Bank Name
+8 more fields

Direct Deposit Form Template

A direct deposit form template for HR enrolling employees with account types, split deposits, and void-check uploads.

Employment Forms +1Human Resources Forms +1
File an Insurance Claim
Policyholder Name*
Policy Number*
Email*
Phone Number*
+1 (555) 000-0000
Claim Type*
Select an option
+5 more fields

Insurance Claim Form Template

An insurance claim form template for insurers and brokers to collect claim details and documents.

Report Forms +1Insurance Forms +1
Integrations

Connect SharaForms with the tools your team already uses

SharaForms fits into your workflow, connect to tools your team already uses.

Explore All Integrations

How SharaForms improves
financial processes

Choose how and where you host your forms – without compromising on enterprise-
grade security.

Reduces operational overhead

Replace manual paperwork and email chains with centralized digital workflows.

Ensures compliance

Keep sensitive data within your control, self-host or use secure cloud hosting.

Accelerates turnaround times

Automate approvals and instantly route form submissions to the right departments.

Improves data accuracy

Validate inputs, standardize formats, and integrate directly with your existing systems.

Enhances client experience

Provide a professional, branded experience that builds trust from the first interaction.

Strengthens governance and audit readiness

Every submission keeps a complete audit trail, so internal and external reviews have the evidence they need.

Frequently Asked Questions

Security and compliance answers

Answers on security, data residency, self-hosting, and audit readiness.

Yes. Forms use SSL encryption in transit and encrypted data storage, with optional self-hosting so sensitive client data stays within your control.

Didn't find the answer?

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