Access client data instantly Emma pulls from 1040s, K1s, whatever
Other form tools, like PreciseFP, ask your clients to do more work beyond what they've already done. With Finpace, Emma makes it easy by reading the documents they already have and syncing your CRM automatically.
No credit card required SOC 2 Type II in progress FINRA & SEC ready The difference
Two ways to gather data.
Form-first tools
You build an engagement template. Your client gets a link, sets a password, and types their SSN, addresses, and account numbers into web fields — data that already exists on paper they own. Completion depends on their homework.
- Client does the data entry
- Accuracy depends on what they type
- Stalls when clients don't finish
Document-first (Emma)
Your client sends what they already have — a 1040, a statement, meeting notes. Emma reads every field, builds the profile, fills the forms, and pushes it to your integrated CRM (like Wealthbox or Redtail, for example). The client’s job shrinks to “forward the PDF.”
- Emma does the data entry
- Accuracy comes from the source document
- Webforms still there when you want them
Compare
Finpace vs. PreciseFP, honestly.
| Capability | Finpace (Emma) | PreciseFP |
|---|---|---|
| Reads source documents (1040s, statements, PDFs) | | — |
| Auto-fills custodian PDFs from extracted data | | — |
| Prevents NIGO errors | | — |
| Client-facing webforms / questionnaires | Unlimited | |
| CRM sync | Wealthbox & Redtail today; Salesforce coming soon | — |
| Meeting transcript capture (Zoom/Meet) | | — |
| Free entry point | $50 in credits, no card | — |
Comparison reflects publicly available information as of July 2026. Cells shown as — are pending verification against PreciseFP's own materials. See something outdated? Tell us and we'll fix it.
Switching
Moving is an afternoon, not a project.
Connect your CRM
Wealthbox or Redtail, connected in minutes. Your CRM stays your system of record — Emma feeds it.
Upload your next client's documents
Don't migrate anything. Just start the next onboarding in Finpace and watch the packet fill itself.
Retire the homework
Keep webforms for the few things only a client can answer. Everything else comes from documents.
"This is so much better than PreciseFP!"
Gary Farrell
Mosley Wealth Management
Switching questions, answered.
Run one onboarding both ways.
Your next client, side by side: their homework vs. Emma's afternoon. No credit card. No demo call.
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