Smarter Fact Find Forms: Now with Internal Sections for Professional Use
At MyDocSafe, we are constantly refining our workflows to make client onboarding smoother and more intelligent. Our latest update to Fact Find Forms introduces a powerful new capability: internal sections. These are forms that only your team can see and complete.
What’s new
Until now, fact find forms were primarily designed for collecting information from clients. With our latest enhancement, professionals such as financial advisers, accountants, and consultants can now add internal forms directly into the same workflow. These fields can be used for:
- Internal risk assessments
- Vulnerability or suitability evaluations
- Compliance or decision-making notes
- Any other internal commentary or scoring logic
The result is a single, unified workflow that combines client-supplied information and adviser-only insights—without switching tools or duplicating data.
Why it matters
For tax advisers, wealth planners and similar professionals, fact find forms are detailed and nuanced, requiring deep analysis before they issue a recommendation.
With this update:
- You can record both client facts and professional judgments in one place.
- All data can be printed or exported as a single PDF, creating a complete record for compliance, file reviews, and audits.
- Your internal process becomes more efficient, consistent, and transparent, while keeping sensitive internal notes hidden from clients.
Critical for KYC, Risk Assessment, and AML Compliance
Internal forms play a crucial role in meeting regulatory obligations such as Know Your Customer (KYC) and risk assessment checks. These assessments often require professionals to capture confidential observations, verify client-supplied data, and record the rationale behind risk ratings or approval decisions. By integrating internal forms directly into the client onboarding workflow, MyDocSafe enables firms to maintain a complete audit trail of both client disclosures and internal compliance notes—ensuring that every case is properly documented, reviewable, and regulation-ready.
Designed for efficiency and compliance
Internal forms help firms standardize their onboarding processes, reduce rekeying errors, and ensure that every client case is properly documented. Whether your workflow involves complex risk scoring, product suitability checks, or multi-party reviews, MyDocSafe’s new internal fact find sections give you the flexibility to capture what matters—securely and efficiently.
Try it today
You can start using internal forms right away in your existing fact find templates. Simply edit an existing form widget and mark it as internal.
