Since 2006, e-Courier has helped professional firms securely exchange confidential files and messages, collect electronic signatures, streamline client intake with Smart e-Forms, and track every exchange through one integrated Canadian platform, protected by persistent encryption and a no-backdoor security architecture.
SMART E‑FORMS
Smarter Client Intake.
Secure, Accurate and Effortless.
Replace paper forms, static PDFs, and basic online forms with intelligent, dynamic e-Forms that we create for you to simplify how you securely collect confidential client information and documents.
e-Courier Smart e-Forms can be customized to meet your specific client intake and workflow requirements and branded as your own, ensuring you collect the right information in the right format.
Advanced field data validation
Validate client information in real time as forms are completed, helping catch errors at the source. Built-in validation supports currency, dates, email addresses, integers, numeric values, and Social Insurance Numbers (SINs), with optional date and numeric range validation.
Self-Guiding Mandatory Fields
Help ensure all required information is collected before submission. Clear, self-guiding messages prompt clients to complete mandatory fields, reducing incomplete forms and unnecessary follow-ups.
Powerful Conditional Logic
Simplify the client experience by displaying only relevant fields and questions. Intelligent conditional logic dynamically reveals additional fields and form sections based on client responses, keeping forms streamlined and easy to complete.
Secure submissions. Connected workflows.
Fully integrated with the e-Courier security platform, every submission becomes an encrypted, trackable e-Package, with support for secure file uploads and detailed audit trails.
Streamline workflows, strengthen compliance, and deliver a better client experience.
EXPERIENCE SMART e-FORMS FIRSTHAND
Discover how easy
secure client intake can be.
Discover how easy and intuitive secure client intake can be. Try our interactive T1 Personal Tax Intake e-Form and experience intelligent validation, dynamic fields, and streamlined information collection.
INTERACTIVE SAMPLE
T1 Personal Tax
Intake e-Form
Intelligent validation
Dynamic fields
Streamlined information collection
ORGANIZED DATA. INSTANT ACCESS.
Collected Information.
Two Convenient Formats.
Every completed Smart e-Form includes a dedicated e-Form Data section within the recipient’s secure e-Package, presenting submitted information in two easy-to-use formats:
Structured Text
Clearly organized by e-Form section, displaying each field name and its corresponding submitted data, when provided. Information can be easily copied into Excel spreadsheets for further processing.
Reconstructed e-Form
A complete, printable representation of the submitted e-Form, faithfully reproducing all completed fields regardless of subsequent changes to the original e-Form.
Easily access, review, reuse, and print confidential client information, all within the secure e-Courier platform.
SECURE, TRACK AND COLLABORATE
More Than Data Collection.
A Complete Secure Workflow.
Every Smart e-Form submission leverages the full functionality of the e-Courier security platform, enabling subscribers to securely reply to and forward e-Packages containing collected information and supporting documents, just like any other e-Package.
Maintain complete visibility through integrated delivery tracking and detailed, timestamped audit trails, while securely exchanging additional documents and messages as needed.
Reply and forward securely
Continue working with the information and documents in each e-Package.
Track delivery and activity
Maintain visibility with integrated tracking and timestamped audit trails.
Keep collaborating
Securely exchange additional documents and confidential messages as needed.
SMART e-FORMS
Collect, communicate, collaborate,
and maintain control.
All within one secure, integrated platform.
