Quik!
- Company typePrivate
- Founded2002
- HeadquartersTorrance, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Quik! firmographics
Firmographics- Name
- Quik!
- Legal name
- Efficient Technology, Inc.
- Website
- https://quickforms.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where Quik! is headquartered
LocationHeadquarters
- HQ city
- Torrance
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Quik! business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales
Revenue model
- Subscription Services: Quik! provides access to its platform under multiple subscription plans. Subscriptions auto-renew unless terminated. Fees are billed monthly or annually with automatic credit card charging. Payment by credit card for amounts under $2,000; invoicing available for higher amounts.
- Enterprise API Services: Enterprise-level API access with dedicated SLA (99.9% uptime commitment) and premium support. Enterprise customers maintain written agreements with specific service terms.
- Professional Services: Implementation, customization, and support services. First consultation is collaborative to understand customer needs. Charges for adding proprietary content quoted per document or via Forms Service Level Agreement.
- Forms Processing Volume: Platform processes over 1 million forms per month for customers, indicating volume-based usage that scales with customer transaction volumes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Enterprise API tier with SLA |
| Subscription | Annual | Standard subscription plans |
| Freemium | Monthly | Trial offers |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels5 records
Quik! product offering
Product offeringCore offering
Quik! provides an enterprise forms automation and data extraction platform that standardizes complex transactional form data at the intersection of compliance, regulation, audit, and risk. The platform processes over 43,000 pre-mapped forms with more than 1.2 million defined fields, achieving 99.9% data accuracy and reducing human validation to roughly 1% of submissions. Its products — the QUIK! API, FormXtract, and the QUIK! App — are sold to wealth management firms, broker-dealers, and other financial services organizations.
Product overview
Quik! is an enterprise forms automation platform consisting of a unified core product portfolio. The main offerings include the QUIK! API for programmatic forms processing, FormXtract for high-accuracy data extraction (99.9%), the QUIK! APP and QUIK! APP ENTERPRISE for turnkey form automation, FormStream for real-time processing, and a Forms Library of over 43,000 pre-built forms. These products share a common data model with over 1.2 million defined fields and work together to enable end-to-end forms automation—from form generation and filling to data extraction and validation—primarily serving the wealth management and financial services industries.
Differentiator
Problem solved
Functional benefit
Brands
- Quik! API: Enterprise forms processing API for developers
- FORMXTRACT
- QUIK! APP
- QUIK! APP ENTERPRISE
- FORMSTREAM
- QuikForms
Products and services
- QUIK! API Enterprise-grade API for programmatic forms processing, allowing developers to integrate Quik!'s form automation into their own applications. Generates completed forms and returns structured, validated data. Backed by an Enterprise Service Level Agreement with 99.9% uptime commitment.
- FormXtract Data extraction product that retrieves context-rich structured data from completed forms with over 99% accuracy, including handwritten forms. Can process any completed form regardless of whether it was filled out using Quik!, delivering validated data to enterprise systems.
- QUIK! App (with QUIK! App Enterprise) Turnkey cloud-based mobile and web application providing ready-to-use forms automation for companies of all sizes. The QUIK! App Enterprise variant adds enhanced scalability and management features for larger organizations processing high volumes of forms. The App is built on Quik!'s own APIs.
Quantifiable outcome
- 99.9% data accuracy with only 1% human validation required
- +3 more outcomes
Companies that use Quik!
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
Quik! technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability6 records
Feature7 records
Quik! partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- DocupacecoreDocupace integrates Quik! as a key technology component of their wealth management platform. CEO David Knoch stated: 'I don't think our platform would do what it does today without Quik! being a key part of our technology.'
- High Meadow SolutionscoreQuik!'s new strategic partner in Salesforce development. Brian Hyman leads High Meadow Solutions, which specializes in digital transformation and Salesforce implementations for financial services.
- DocuSigncoreQuik! rebuilt its DocuSign integration to make virtually every DocuSign feature available on all Quik! forms, enabling comprehensive e-signature workflows for form completion.
- SalesforcecoreQuik! offers a Salesforce Field Mapping Tool for mapping form fields to Salesforce Financial Services Cloud CRM fields, enabling seamless data capture and management within Salesforce ecosystems.
- ClearLines GroupminorClearLines Group, led by Paranj Patel, is featured on Quik!'s podcast discussing compliance automation and forms processing. Paranj's firm provides regulatory compliance advisory services to broker-dealers.
- Sembly AIminorSembly AI, led by Artem Koren, appeared on Quik!'s podcast discussing AI agents and meeting intelligence. Quik! sponsors the podcast episode featuring Sembly AI.
Scale indicators6 records
Recent moves6 records
Expansion highlights4 records
Quik! competitors and assessment
Company assessmentDirect peers
- Docupace: Wealth-management technology platform that integrates Quik! as a core forms component. Highly relevant as both a flagship customer and a complementary wealth-tech stack whose roadmap direction directly affects Quik!'s distribution.
- Formstack: General-purpose forms automation and workflow SaaS with healthcare and financial-services verticals. Comparable in offering (forms + data + e-signature) but lacks Quik!'s regulatory depth and 43,000-form library.
- Foxit Software: PDF and e-signature vendor with a Forms product line used in regulated industries. Comparable in data extraction from complex PDF forms but less specialized in wealth management compliance.
- Laserfiche: Enterprise document management and forms automation platform with regulated-industry deployments. Overlaps with Quik! on form processing, data extraction, and audit-ready compliance workflows.
- Jotform: General-purpose online forms and data platform with HIPAA/financial-services tiers. Comparable product offering (forms + e-sign + automation) but lacks Quik!'s depth in regulated financial-services forms.
- Conga: Document generation, forms, and contract lifecycle management tightly integrated with Salesforce — directly comparable to Quik!'s Salesforce FSC field-mapping offering for financial services.
Broad incumbents
- DocuSign: E-signature and agreement-cloud incumbent with deep Quik! integration. Overlaps in form workflows and could compete if it expands further into vertical compliance forms automation.
- Adobe Acrobat / Adobe Sign: Document and e-signature incumbent whose PDF forms heritage overlaps with Quik!'s data-extraction capabilities. A credible competitor if Adobe bundles AI-driven forms automation into its Document Cloud for regulated industries.
Emerging players
- Anvil: Developer-first PDF and e-signature API with web-form capabilities. Comparable to Quik!'s API-first delivery model but focused on broader SMB and developer markets rather than wealth-management compliance.
- Nintex: Workflow and process automation platform with e-signature and forms capabilities. Comparable in process-automation positioning but broader in scope than Quik!'s compliance-focused niche.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Quik! social profiles
Digital presenceQuik! financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quik! leadership team
Management profileNumber of profiles
Profiles2 records
Quik! funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quik! M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Quik!
What does Quik! do?
Quik! provides an enterprise forms automation and data extraction platform that standardizes complex transactional form data at the intersection of compliance, regulation, audit, and risk. The platform processes over 43,000 pre-mapped forms with more than 1.2 million defined fields, achieving 99.9% data accuracy and reducing human validation to roughly 1% of submissions. Its products — the QUIK! API, FormXtract, and the QUIK! App — are sold to wealth management firms, broker-dealers, and other financial services organizations.
Is Quik! a public or private company?
Quik! is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Quik! founded?
Quik! was founded in 2002. It employs 11 to 50 people.
Where is Quik! based?
Quik! is headquartered in Torrance, United States, in the North America region.
How does Quik! make money?
Four revenue lines are on record. Subscription Services are the primary driver. The others are enterprise API Services, professional Services and forms Processing Volume.
Who are Quik!'s main competitors?
Direct peers on record are Docupace, Formstack, Foxit Software, Laserfiche, Jotform and Conga. Broad incumbents are DocuSign and Adobe Acrobat / Adobe Sign. Emerging players are Anvil and Nintex.
Does Quik! have an API?
Yes. Quik! offers a public API for enterprise forms processing. The API enables developers to generate completed forms and receive clean, context-rich data. The company maintains an Enterprise API Service Level Agreement (SLA) with 99.9% uptime commitment. Support is available through official channels, and the API is covered under separate Enterprise Customer Support Policy. Developer documentation is at www.quickforms.com/developers.