Case studies
Collect client tax, bookkeeping, and finance documents in one workflow
Accountants, bookkeepers, and finance teams can gather client intake details, upload requests, tax packs, expense records, and approval forms.
The challenge
Finance teams often chase missing documents, receive files across email threads, and re-key client details into spreadsheets or accounting systems.
How FormWiz helps
FormWiz helps firms build structured client questionnaires, request supporting documents, use grids and calculations for expenses or payroll details, send branded reminders, export CSVs, and generate PDF/DOCX records.
The result
Teams get cleaner client files, faster year-end preparation, and a more repeatable workflow for recurring finance requests.
Coming soon
Invoice payments, retainers, and paid finance consultations are coming soon.