Can I embed sabiaOS forms on my website?

Yes. With the form builder in sabiaOS you create public forms and embed them on your website via iframe. You decide which domains the form may appear on. Submissions can automatically create a new client file and send an invitation to the client portal.

What is the difference between sabiaOS and Typeform?

Typeform is a specialised form and survey tool with excellent design and many integrations. sabiaOS is a platform for fee-only advice in which forms are one building block. The advantage is the data flow – answers and documents land directly in the client file instead of being copied into other tools through integrations.

Is Typeform GDPR-compliant for client data?

Typeform states GDPR compliance and is certified to ISO 27001 and SOC 2. Data is stored in the US by default; according to its help centre, Typeform offers EU data residency on Enterprise plans. For sensitive financial data, review the data location and the data processing agreement with your data protection officer.

Which form templates does sabiaOS include?

sabiaOS comes with starter templates for onboarding, quarterly check-ins and the client's future vision. You can adapt them or build your own forms, for example for fact-finds or risk profiles. Fields can be linked directly to the client file.

Comparison

sabiaOS vs. Typeform

Many advisory firms collect fact-finds and onboarding data with Typeform – beautifully designed and quick to set up. sabiaOS includes its own form builder, and every answer lands directly in the client file. Here is when each tool is the better fit.

Focus

sabiaOS: Platform for fee-only advice with a built-in form builder
Typeform: Form and survey tool for every industry

Form experience

sabiaOS: Clear forms in your firm's look and feel
Typeform: Conversational, one question per screen, very polished design

Question types and logic

sabiaOS: 19 question types, including tables, repeatable groups and document upload; show or hide questions
Typeform: Many question types with jump logic, branching and scoring

Where answers go

sabiaOS: Straight into the client file, with an optional invitation to the client portal
Typeform: Into your Typeform account, passed on via integrations such as HubSpot, Salesforce or Zapier

Documents

sabiaOS: Uploads go to the document vault, where AI reads them
Typeform: File upload up to 10 MB per file, storage depends on plan

Embedding

sabiaOS: On your website via iframe, approved per domain
Typeform: Many options – inline, pop-up, slider or side tab

Signatures and payments

sabiaOS: E-signature coming soon, no payment feature
Typeform: Signature question and payments via Stripe or PayPal

After the form

sabiaOS: Client file, financial planning, account data and client portal in one system
Typeform: Contacts and email automations as an add-on, no client management

Data location

sabiaOS: Data on German servers
Typeform: US by default, EU data residency on Enterprise plans; ISO 27001 and SOC 2

Pricing model

sabiaOS: Forms are part of the platform, modular from €100 to €450 per month
Typeform: Free starter plan, paid plans tiered by responses and users

Feature	sabiaOS	Typeform
Focus	Platform for fee-only advice with a built-in form builder	Form and survey tool for every industry
Form experience	Clear forms in your firm's look and feel	Conversational, one question per screen, very polished design
Question types and logic	19 question types, including tables, repeatable groups and document upload; show or hide questions	Many question types with jump logic, branching and scoring
Where answers go	Straight into the client file, with an optional invitation to the client portal	Into your Typeform account, passed on via integrations such as HubSpot, Salesforce or Zapier
Documents	Uploads go to the document vault, where AI reads them	File upload up to 10 MB per file, storage depends on plan
Embedding	On your website via iframe, approved per domain	Many options – inline, pop-up, slider or side tab
Signatures and payments	E-signature coming soon, no payment feature	Signature question and payments via Stripe or PayPal
After the form	Client file, financial planning, account data and client portal in one system	Contacts and email automations as an add-on, no client management
Data location	Data on German servers	US by default, EU data residency on Enterprise plans; ISO 27001 and SOC 2
Pricing model	Forms are part of the platform, modular from €100 to €450 per month	Free starter plan, paid plans tiered by responses and users

Verdict

Typeform is the right choice when the form itself is the point – for surveys, quizzes or lead forms with especially high completion rates and lots of design freedom. sabiaOS is the better fit when forms are the start of a client relationship – because answers flow straight into the client file, document vault and financial plan, and your data stays in Germany.

What matters in this comparison

In fee-only advice, a form is rarely the goal. It is the beginning: the answers become the client file, the document list and the financial plan.

With a standalone form tool you have a lot of freedom in designing the form. Afterwards, though, the answers still need to reach your CRM, your document storage and your planning – through integrations or by hand.

With sabiaOS these steps are connected. A form can create a client file, fill in fields, put documents into the vault and invite the client to the portal.

Our recommendation: for surveys, quizzes or marketing forms, Typeform is very strong. For onboarding, fact-finds and ongoing data requests to clients, an integrated builder saves time and duplicate data entry.

As of October 2026. Information about Typeform is based on the provider's publicly available information. Features and prices may change.

Frequently asked questions

Can I embed sabiaOS forms on my website?: Yes. With the form builder in sabiaOS you create public forms and embed them on your website via iframe. You decide which domains the form may appear on. Submissions can automatically create a new client file and send an invitation to the client portal.
What is the difference between sabiaOS and Typeform?: Typeform is a specialised form and survey tool with excellent design and many integrations. sabiaOS is a platform for fee-only advice in which forms are one building block. The advantage is the data flow – answers and documents land directly in the client file instead of being copied into other tools through integrations.
Is Typeform GDPR-compliant for client data?: Typeform states GDPR compliance and is certified to ISO 27001 and SOC 2. Data is stored in the US by default; according to its help centre, Typeform offers EU data residency on Enterprise plans. For sensitive financial data, review the data location and the data processing agreement with your data protection officer.
Which form templates does sabiaOS include?: sabiaOS comes with starter templates for onboarding, quarterly check-ins and the client's future vision. You can adapt them or build your own forms, for example for fact-finds or risk profiles. Fields can be linked directly to the client file.