Client Info In, Reports Out — Automagically.
Collect client data with branded forms, ask Fundi for summaries or follow-ups, and auto-generate tax-ready reports — all in one place.
Like having your own PA... with a PhD.
Generate forms from simple prompts.
Tell Fundi what you need — we'll build the form for you.
Chat with your data.
Ask questions and get instant insights from your submissions.
Turn data into polished reports.
Generate clean, client-ready reports in seconds.
Design your perfect report template.
Control layout, style, and structure — your brand, your rules.
Build once, reuse forever.
Create shareable, reusable form templates for your workflows.
Make it yours.
Add logos, colors, fonts — and use your own domain.
Collect data offline.
No signal? No stress. Fill in forms and sync when you're back online.
Stay on top of submissions.
Review, annotate, and export everything from one place.
Automate all the things.
Got Questions?
Can I use my existing tax checklists or PDFs?
Yes — you can upload them or describe them, and our AI will convert them into smart, branded workflows that generate reports. We can handle everything from client intake forms to document collection checklists, making it easy to digitize your existing processes and turn them into actionable insights and reports.
Is Form Fundi secure enough for sensitive tax data?
Absolutely. We're built on Firebase, with end-to-end encryption, secure file storage, and access controls. We follow the same security standards as major financial institutions. Your clients' tax information is protected with enterprise-grade security measures.
Do my clients need to create an account?
No — clients can complete your forms without logging in, making the process frictionless. They simply click the link you send them and can immediately start filling out forms, uploading documents, and providing information. This reduces barriers and improves completion rates.
Can I chat with my tax form submissions?
Yes! Our 'AI Chat with Submissions' feature lets you chat with your tax form submissions in plain English. Ask questions like 'What documents are missing from client submissions?' or 'Show me a summary of this month's client onboarding' and get instant insights without manually analyzing spreadsheets.
How do the AI-generated reports work for tax workflows?
Form Fundi automatically converts your tax form submissions into structured, branded reports. You can customize report templates for client summaries, compliance reports, or internal team updates. Reports can be shared directly with clients, exported as PDFs, or integrated with your existing tax software.
What about pricing?
We're currently in beta and testing with select tax professionals. We're actively looking for new customers to help us refine the product. There's no cost to join the beta program, and we'll work closely with you to ensure Form Fundi fits your specific workflow needs. Get in touch to learn more about joining our beta program.