Clear answers
before you ask
What Trustform does, who it is for, what it costs and where it stops.
26 questions shown
Getting started
Who is Trustform for?
Businesses that get asked for their company documents: founders, sole traders and small businesses, used directly and self-serve. And firms that look after many companies or must verify their own business clients, such as corporate service providers, accountants and law firms. Business owners · Corporate service providers
What happens after I sign up?
We add you to the early-access list and email you when your wallet is ready.
How much does the Business Wallet cost?
Creating a wallet is free. It holds your identity, ownership and documents, with guided onboarding that reads your documents as you add them. Services around it, such as the AI Steward and a public Business Centre page, are paid.
What does the Compliance Platform cost?
Pricing depends on the size of your book, so we go through it on a call. Client risk assessment is billed annually to the provider, and transaction risk assessment is an optional annual service.
Is there a mobile app?
Yes. You can capture documents and sign off on your phone, and use the desktop for structure and audit history.
Is it worth it if I am only asked a few times a year?
If someone asks once a year, a folder may be enough. If you are asked often, by different parties, the wallet means you stop starting again, and it flags documents before they expire, which a folder will not.
Business Wallet
Is it just Dropbox or Google Drive?
No. A shared folder stores files well, and you can keep using one. The wallet also holds your identity and ownership, shows what each request asks for and what is missing, flags documents before they expire, and records every share.
Can’t I do this with an AI assistant such as ChatGPT or Claude?
An assistant is good at reading a document and drafting a reply, and you can keep using one. It works from what you give it each time. The wallet keeps your company file in one place and tracks what is missing, what is about to expire and what you sent.
Is it a data room?
No. The wallet holds who your business is: identity, ownership, authority to sign and the documents behind them. It is not a place for investor performance data, and what you share is always your call.
Who can see my documents?
Only the people and parties you share them with. Each share is recorded and nothing is released until you sign off. Coworkers you invite see what their role allows.
Does the other side need an account?
Requests reach you by email, and you answer them from the wallet. You can also share with a named recipient through a secure link from your Business Centre page.
Will my bank or investor accept it?
That is always their decision. Trustform keeps your file complete and current and makes it easy to share, but it cannot promise that any party will approve. If you need to, you can still generate the usual PDF or documents and send them by email.
Do I need a lawyer or accountant to use it?
No. Guided onboarding reads your documents as you add them. Trustform does not give legal or accounting advice and does not file anything for you.
Can my accountant or co-founder use it?
Yes. Invite them with a role and permissions.
Compliance Platform
Am I a corporate service provider or a regulated service provider?
A corporate service provider forms, administers and maintains companies for its clients: company secretaries, management companies, trust and company service providers, family offices and formation agents. A regulated service provider has a recurring duty to verify its own business clients, such as an accountant or a law firm. Both use the Compliance Platform.
Is the Compliance Platform live today?
Yes. A Corporate wallet, which brings client management into the wallet, is next.
Do my clients need the Business Wallet?
Clients who onboard through Trustform build their file in the wallet, and you receive it complete and structured, not as email attachments. The client relationship stays with the business.
Which checks does it run?
Identity, liveness and proof-of-address checks run through an identity provider. Names are screened against sanctions, PEP and adverse-media lists, and then watched daily on sanctions and PEP lists.
Who decides, Trustform or my team?
Your team. Trustform proposes who looks significant in a structure and flags near misses to your compliance team. Every determination stays with you. Trustform produces documents and keeps records. It does not advise and it does not file.
Can I use my own risk methodology?
Yes. You upload your own client risk assessment templates for individuals, corporates, trusts and partnerships, and update them as your policy changes. Earlier versions are kept.
What about the clients I already have?
Clients who onboard through Trustform arrive with a complete, structured file. How best to bring in the clients you already hold depends on your book, so we go through it on a call.
Can I put my own brand on it?
Clients keep their own wallet, and the client relationship stays with the business. We can talk through branding on a call.
Security and rules
Is Trustform regulated?
Trustform is an unregulated technology vendor. Trustform Business Wallet is not an EUDI Wallet. Trustform produces documents and keeps records. It does not advise and it does not file.
Is Trustform Business Wallet an EUDI Wallet?
No. It is built to EU digital identity protocols and credential formats, but it is not a certified EU wallet.
Does Trustform advise or file for me?
No. Trustform does not give advice and does not file anything with a registry or authority. It produces documents and keeps records.
Where can I read about security?
On the Trust Centre (opens in a new tab), with system status on its own status page (opens in a new tab).
Be ready for the next request
Paperwork is part of running a company, but waiting for it does not have to be.