Create a fillable 1040 form with FileInvite and streamline the entire tax document process.
From beginning to end - no more headaches or confusion.
Fillable 1040 form
Use our live form builder to collect 1040 forms online and all supporting schedules.
A lot of our clients ask: how can I create my own 1040 form online?
With our live forms tool you can create a 1040 form for your clients to complete and all the supporting schedules at the same time.
Simply use our 1040 template and you're ready to go.
What is the 1040 form experience for my clients?
Your clients get an easy to use client portal, accesible form any device where they can enter the data using a keyboard rather than printing it our, scanning, faxing and going through all that trouble of uploading it again or emailing it to you.
They can also e-sign or add their digital signature to the form too.
Ttogether with the form they can supply any supporting invoices, receipts or files you request.
Can I create my own forms too?
Of course, use our intuitive form creation tool to create and edit your own online forms. Upload legal documents, contracts or forms and have your clients complete fields, and e-sign the form within FileInvite.
Here's how it works
1. Upload your PDF or word document
FileInvite brings your exiting print ready documents online and overlays form field areas where you would like to collect data from your clients.
2. Select areas for collecting data input
Add text boxes, radio buttons, date fields and even areas to sign or initial. If you need to be specific you can also add drop down options to limit choices.
3. Share with your clients
Share the document through FileInvite and request all of your supporting documents in a simple request checklist.
FileInvite takes document collection to the next level
REQUEST
Send an invite and reminders
Invite your customers to submit data using email and SMS. Remind them as due dates draw close.
Collect data and supporting documents.
Let clients supply information and supporting files over mobile or desktop.
They could even save time by taking a photograph of supporting documents, invoices and receipts.
COLLECT
PROCESS
Manage data and documents in our dashboard
Approve, reject or request replacements, until you receive the right documents.
Leverage our API
Seamlessly send the documents and data you have collected to your CRM, provider or cloud storage platform.
REPURPOSE
File returns faster with FileInvite
Tax professionals are saving 2 to 3 hours processing time per filing and providing an experience their customers rave about!
TESTIMONIALS
Our Happy Clients
FileInvite is paving the way for more efficient document collection. You too can save time and avoid confusion by streamlining the way you process documents with your clients.
Easy and safe to use! - Lynne Ruddock, Australia.
Great value for the price! - Chris Rivers, USA.
FileInvite helps me share the workload. - Jill Pollack, Canada.
