For financial services

Client files that are always compliance-ready.

Fact finds, authorities, disclosures and client onboarding completed securely online with a full audit trail. Less admin, more advice.

  • Fact find, authority and onboarding forms ready to go
  • Clients complete and sign securely on any device
  • ISO 27001 certified, with client data kept in Australia
Start my free trial → or book a demo

14 days free. No credit card. Upload your existing forms and AI turns them into smart forms.

✓
Signed. Saved.Audit-ready
⚡
Reminder sentNo chasing required

Advisers should advise. Not chase forms.

Fact finds, authorities, reviews, record keeping. Compliance is non-negotiable, but the paperwork shouldn't swallow the week.

The old way

  • Fact finds filled in by hand and re-typed
  • Authorities chased by email and post
  • Review dates tracked in a spreadsheet
  • Evidence hunted down when compliance asks

The IndyForms way

  • Clients complete fact finds online
  • Authorities signed on any device
  • Automatic reminders for reviews
  • A full audit trail on every client file

The forms you actually use, done properly.

Start from our template library or upload your own documents and we'll turn them into smart forms. We make the paperwork as easy as possible.

Fact findsClient authoritiesOnboardingID verificationAnnual reviewsConsent formsComplaintsStaff training recordsPolicy acknowledgementsClient feedback

Everything your paperwork needs.

New

AI form builder

Describe the form you need, or upload a Word doc or PDF, and AI builds it for you in the form designer.

Signed on any phone

Send a secure link and people complete and sign on any device. No app, no printer, with a timestamped audit trail.

Type it once

Enter a person or record once, then select them on every other form. Fewer typos, way less typing.

Workflows built into your forms

Conditional logic shows the right questions, submittable sections pass each part to the right person, and permissions control who sees, fills and signs what.

Activity Feed & Ask Indy

See every record on one live screen, or just ask Indy in plain English to find, share or follow up.

Audit-ready, always

Every document and form is version-controlled automatically, with retention for up to 25 years and everything in one place. Evidence in seconds, not days.

Update a policy once. Every form keeps up.

Keep your compliance policies in folders with full version history. Change one and every form that uses it moves to the new version, while completed records keep the exact version each client and staff member signed.

  • Every version kept, with who changed it and when
  • Fact finds and consent forms update going forward
  • Signed records stay as they were for compliance reviews
Privacy & Data Handling Policy
Compliance Policies · 4 versions
v42 Nov 2026 · Compliance OfficerCurrent
v315 May 2026 · Compliance OfficerView
v220 Nov 2025 · DirectorView
Used in 3 formsClient Fact FindPrivacy ConsentStaff Compliance Attestation
✓ New records use v4. Completed records keep the version they were signed against.

Don't take our word for it.

“We have eliminated manual follow-ups, improved turnaround times, and now have a clear audit trail for every project.”
Jennifer ClementsDirector, Consultex
“If you're like me and ready to leave the document chase behind, IndyForms is the solution you've been looking for.”
Jethro JonesCEO, Alexander Pacific Group
“As an NDIS provider, we operate in a high-compliance environment, and IndyForms has significantly reduced the administrative burden on our team.”
Shellee WilkinsManaging Director, Hartlee Support Services
2,000+ready-made templates
ISO 27001certified platform
100% AUdata stored in Australia
14 daysfree, no credit card

Frequently Asked Questions

Do people need an account or an app to fill in forms?

No. You send a secure link and they complete and sign on any phone, tablet or computer. Every signature is timestamped and saved against the record.

Where is our data stored?

On Microsoft Azure in Australia. IndyForms is ISO 27001 certified, and Ask Indy runs in Australian data centres. Your data never trains AI models.

We already have our own forms. Do we have to start again?

No. Upload your Word docs and PDFs and our AI turns them into smart forms, or buy digitisation time and our team builds them for you.

Does it replace the other software we use?

IndyForms handles your forms, documents, records and compliance evidence, and works alongside the tools you already use. It also connects to Claude and has a public API.

Less admin.
More advice.

Set up your first form in minutes. If it doesn't save you hours, walk away. It's free for 14 days.

Start my free trial →

No credit card. Cancel anytime. Australian support team.