Engager.app’s Forms feature makes collecting client information simple, secure, and streamlined.
From onboarding details to compliance checks, Engager.app allows you to create forms that suit your exact requirements. Collect everything from built-in fields like “Company Number” to custom data points that drive your workflows.
Create forms that gather the exact data you need. Whether it’s financial information, onboarding questionnaires, or ad-hoc details, Engager.app gives you the flexibility to customise every field—built-in, custom, or free-form.
Forms are sent via the Client Portal, providing a secure, GDPR-compliant environment for clients to submit sensitive data. Build trust and confidence with clients while ensuring full regulatory compliance.
Need to collect large amounts of client information? Forms simplify the process. Send forms in bulk, automate follow-ups, and centralise responses—all without the back-and-forth of emails.
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![A tax return questionnaire form titled Self Assessment Tax Return Questionnaire [New] on a yellow background. It includes fields for personal details like tax reference, insurance number, name, address, and income details for 2023-2024.](https://engager.app/wp-content/plugins/phastpress/phast.php/c2VydmljZT1pbWFnZXMmc3JjPWh0dHBzJTNBJTJGJTJGZW5nYWdlci5hcHAlMkZ3cC1jb250ZW50JTJGdXBsb2FkcyUyRjIwMjQlMkYwNCUyRkdyb3VwLTYzODQtMTAyNHg1NzYucG5nJmNhY2hlTWFya2VyPTE3Mzc1NTU1NzgtNjkzMjUmdG9rZW49YzhkNzNmOWM1MGZmMDJhOA.q.png)
Engager.app’s customisable forms let you gather bulk client information efficiently. Whether it’s for onboarding, compliance, or data reviews, forms help you get the details you need—fast.
Forms are shared securely through the Client Portal, ensuring all data submissions comply with GDPR regulations. Clients can share sensitive information with confidence.
Automate form requests and centralise responses. Clients can easily complete and submit forms, reducing back-and-forth communication and saving your team valuable time.
With Engager.app, you can create custom fields or use forms to collect additional, one-off data that doesn’t need to be stored long-term.
You can collect any type of information—whether it’s existing built-in fields, custom fields, or standalone details that won’t be stored in Engager.
Forms are sent via the secure Client Portal, ensuring GDPR compliance and giving clients peace of mind when submitting sensitive data.
Yes! Forms are fully customisable. You can add, remove, or edit fields to collect the specific information you need.
Forms can be sent in bulk to multiple clients, helping you gather large volumes of data efficiently. Responses are centralised within Engager.app for easy management.
No. Forms allow you to collect temporary or ad-hoc information without requiring it to be stored in the system long-term.
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