Upload any PDF and AI places the fields. Collect answers, documents and signatures from clients, fill every form from one saved record, and let automations do the rest.
Built for accountants, tax preparers, law firms, and real estate teams.
From the first question you ask a client to the signed PDF in their file, without retyping a thing.
Save each client's details as a record, and BoltPDF puts every answer in the right box on every form, letter and packet.
Upload any PDF and AI finds its fields and places them for you. Fine-tune anything in the drag-and-drop editor, down to split boxes for SSNs and TINs.
Fields share standard names, like a taxpayer's SSN or a business's EIN, so one saved answer fills that box on every form that asks for it.
See every client's values side by side and edit them in place. SSNs and account numbers stay masked until you choose to show them.
Group the forms and letters that go together and get one merged PDF per client, with page numbers, Bates numbers, a watermark or a password.
Write engagement letters and cover letters with merge fields in BoltPDF's editor, or start from a Word file and its placeholders become fields.
Import clients from a spreadsheet, fix errors inline, then make a filled form, packet or letter for hundreds of records in one job.
Ask clients for exactly what's missing through a secure link that works on any device. Their answers go straight into their record.
Send a link that opens with a code emailed to your client. They check and complete forms already filled from their record, then you approve the changes or send it back with a note.
Build an intake once, with questions that only show when they apply. Each answer saves to the record and fills every form that asks for it.
List the documents you need, like W-2s or a photo ID, and clients upload them right in the request.
Give a request a due date and BoltPDF emails clients who haven't answered, up to three reminders.
Send the same request to up to 50 clients at once, each to the email on their record.
Put a form on a public link. Anyone can fill it in their browser without an account, and the answers land in your records.
Ask for a signature at the end of a client request or a form link. Clients sign in their browser, and you get one signed PDF with a certificate of who signed, how and when.
Automations act on a record the moment something happens, on a schedule, or with one click. Your developers and AI assistants get the same actions.
When a form comes back, a request is approved or a questionnaire is finished, run steps on that record: fill forms and letters, email the PDFs, send a client request, or move it to a group. If a run fails, you get an email.
Run an automation daily, weekly, monthly or yearly on every record in a group, like sending each client their organizer every January.
Connect Claude, Cursor or another AI assistant through BoltPDF's MCP server, then fill forms, update records and send requests by asking.
Set up MCPEvery action is also a REST endpoint, with API keys and an OpenAPI document.
Read the API docsGet signed events at your own URL when forms are submitted, requests change or bulk jobs finish.
See the eventsFrom a blank PDF to signed, finished forms.
Drop in any PDF and AI places its fields, or write a letter in the editor. Group the ones that go together into a packet.
Send a questionnaire or a client request, share a form link, or import a CSV. Every answer saves to the client's record.
One record fills every form and letter that asks for the same thing. Review it all before anything goes out.
Clients sign in their browser. Download one merged PDF, or let an automation email it for you.
SSNs, bank details and signed documents deserve more than a password. BoltPDF keeps a record of every touch and keeps data only as long as you need it.
Your clients' answers are encrypted with AES-256-GCM before they're stored.
See who viewed, changed, filled, sent or downloaded each record, and from where: the app, a client's link, an automation or the API.
Delete records nobody has used in a set number of days, files included. Put a hold on any record you need to keep.
Black out SSNs, emails and phone numbers, and what's underneath is gone from the file, not just covered. The PDF never leaves your browser.
From names and amounts to signatures. Split boxes fit SSNs and TINs, and sections keep long forms organized.
No sign-up required.
Fill out a real PDF form, import CSV data and generate filled PDFs in a sample account.
Try the demoUpload a flat PDF and get it back with form fields anyone can fill. Free, no account needed.
Open the free toolGuides to the W-9, 8821, 2848, 4506-C and BIR forms, each ready to fill in BoltPDF.
Browse formsOne plan, everything included. Start with a 14-day free trial.
Billed annually ($348/year)
Need a team plan? Create an organization after signing up — billing adjusts automatically as you add or remove members.
Collect it from your client once, fill every form from it, and get it signed. Try everything free for 14 days.