Smart, No-Code Web Forms That Automate Your
Data Flow

AI-powered web forms that do the work for you.
Generate AI-driven, industry-specific online forms in seconds or build them manually with
full control. Integrated with workflow automation, real-time collaboration, Excel-grade Tables, and
IF/THEN Logic, Trisk Forms streamlines approvals, removes bottlenecks, and ensures
seamless data processing. Faster decisions. Smarter workflows. Zero delays.

Explore Trisk for Free

30% Cost Reduction

Organizations implementing automation technologies begin to see operational cost reductions within the first year, with savings growing up to 30% as automation scales. (McKinsey)

40% Less Time Wasted

Companies leveraging AI-powered automation reduce 30–40% of the hours spent on manual data extraction. (PwC)

70% Adoption Rate

Seventy percent of companies are at least piloting automation technologies, indicating a significant industry shift towards automation. (McKinsey)

What is Trisk Forms?

Trisk Forms makes data collection, approvals, and automation seamless. Generate AI-driven, industry-specific forms in seconds, or create them manually with full control. Built for professional services, Trisk Forms integrates with workflows, ensures compliance, and eliminates inefficiencies.

AI-generated or manually built – Tailored to your industry and business needs
Workflow automation – Instantly route data, trigger approvals, and eliminate manual work
Collaborate in real-time with role-based permissions – Secure access for every team member
IF/THEN Logic for automation – Forms adapt dynamically, triggering actions and decisions
Excel-grade Tables with 450+ Formulas – Perform advanced calculations, analyze data, validate inputs, and process numbers instantly within your forms
Multi-step approval chains – Automate complex approval processes
Data history & tracking – Monitor every entry, visitor, and action for compliance & audits
Compliance-ready – Designed for SOC 2, GDPR, and FINRA standards

Trisk Forms connects your data with your business processes—efficiently, securely, and without delays.

Use Trisk Forms for:

Information collection

Client Onboarding

Compliance & Regulatory Documentation

Multi-Step Approval Chains

Internal Surveys

Contract & Document Approvals

Performance Reviews

Dynamic Risk Assessment Forms

Enterprise-Grade Security & Compliance

Your data security is our top priority. Trisk follows industry-leading standards to protect sensitive
information and ensure regulatory compliance.

SOC 2 Type II

Strict organizational controls to safeguard your data, the privacy of your clients and maintain confidentiality.

PCI DSS via Stripe

Secure payment processing ensures cardholder data protection with Stripe’s PCI DSS compliance.

HIPPA readiness

Designed to protect the privacy and security of patient health information in healthcare-related workflows.

GDPR readiness

Regulates responsible handling of personal data for EU-based clients.

FINRA readiness

Financial industry standards to support compliance in regulatory environments.

What our Customers say

Without Trisk, managing our current volume with our lean team would be impossible. Trisk’s workflows automate our business processes, involving our tax professionals only when their expertise is most impactful and efficient. Their workflow tools ensure we maintain strong controls and accountability while offering the flexibility needed to support our business growth.

Dave Brehmer

Director of Operations & Finance @ VPTax

The Trisk platform has changed the game for Blue Sky Business Resources. The automation and workflow functionality have allowed us to increase our direct engagement with clients many times over, and the development team is unsurpassed for responsiveness and delivery. We simply could not be better served!

Jason Tuzinkewich

Chief Operations Officer @ Blue Sky Business Resources

Trisk allowed us to reduce costs, establish streamlined processes (SOX-friendly), increase staff awareness and knowledge, and accommodate our rapid growth. We haven’t yet found the limit of Trisk’s capabilities

Jeff Mack

Former CFO @ Outset Medical

It's easy to use. It's all there. We're not near using the full potential of Trisk and it's already transforming how we do things. We're able to reduce the burden (on school staff), allow them the ability to get out their information to all the necessary parties such as first responders, fire, police, etc. and we're able to do it quickly.

Bob Klausmeyer

Education Safety Coordinator @ Missouri School Boards' Association

The workflows VPTax crafted in Trisk is what drives our industry-beating margins. This synergy not only drives financial success but also grants me the freedom to focus on what truly matters. Trisk automatically serves up my tasks, eliminating the need for constant tracking and unleashing unparalleled efficiency.

Stephen Day

Senior Tax Director & Principal @ VPTax

Trisk is a great way to set standard practices in the process... and make sure everyone follows them.

Mila Pandit

Team Lead - Tax Processing Center @ VPTax

Discover Trisk in Action

Learn how businesses like yours leverage Trisk to streamline workflows, enhance collaboration, and achieve their goals. Discover real-world success stories and innovative ways Trisk transforms operations for maximum efficiency.

Solving Corporate Tax with Trisk

Meet VPTax, a corporate tax firm based in Silicon Valley that skyrockets its operations using Trisk.

School Safety Coordination with Trisk

Discover how Trisk helped MSBA deliver quality, compliant school Emergency Operating Plans.

Unlock the Power of Trisk

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More Reasons to Love

Encrypted Documents Storage (Garage)

Store all your business-critical files securely with unlimited storage space, ensuring easy access and reliable backups.

Customer Portals

Deliver an exceptional customer experience through personalized, self-service portals that provide 24/7 access to project updates, documents, and progress reports. Strengthen client relationships with transparency and real-time insights.

Questions and Answers

What is a web form?

A web form is an interactive digital form used to collect, process, and automate data entry. It typically consists of input fields such as text boxes, checkboxes, radio buttons, dropdown lists, and file upload options. Web forms are used for various purposes.

Trisk Forms goes beyond traditional forms by integrating with workflows, automating approvals, and ensuring compliance to streamline business processes.

Are web forms still used?

Yes, web forms are still a core tool for businesses—but they’ve evolved. Modern web forms go beyond simple data collection. They make processes faster and more accurate. Professional services firms use them for client onboarding, contract approvals, compliance documentation, and internal workflows—ensuring efficiency and accuracy at every step. With AI-powered form generation and workflow automation, web forms are no longer just used—they’re essential for businesses looking to scale and stay competitive.

What is the best web form builder?

The best web form builder depends on your specific needs, such as ease of use, integrations, automation capabilities, and security. Trisk Forms is the only AI-powered, workflow-integrated form solution designed for professional services. It offers automated approvals, role-based collaboration, multi-step workflows, and compliance-ready tracking—eliminating inefficiencies and ensuring seamless data processing.

Can I customize forms for different clients and processes?

Yes! Trisk Forms offers two flexible options:

AI-driven forms tailored to your industry using Trish AI. Simply type a request like "Make me a profit and loss statement form" or "I need an employee engagement survey template," and Trish AI will generate a structured, ready-to-use form.
Manual customization with full control. Modify AI-generated forms or create your own from scratch to fit your exact process.

How does Trisk Forms handle multi-step approvals?

Forms support complex approval chains with conditional IF/THEN logic, automatically routing them to the right people based on responses. This ensures faster decisions and eliminates bottlenecks.

Smart, No-Code Web Forms That Automate Your
Data Flow

30% Cost Reduction

40% Less Time Wasted

70% Adoption Rate

What is Trisk Forms?