How local AI fills PDF forms from your documents

Five client documents. One filled 1040-X.

In Fyllyo’s recorded test run, the original return, a corrected W-2, a late 1099-INT, the client’s email and the preparer’s worksheet became 52 filled fields in 22 seconds. Fyllyo showed each answer beside its source for the preparer to check.

An earlier recorded run with the Okafor test clients and five documents, before final review. The benchmark’s 1040-X run uses a different test client. Watch the recorded 1040-X example or see what the form covers and what you need to check.

Start with the form and its supporting documents

Choose a built-in template, such as USCIS I-864 or IRS 1040-X, and add the client’s PDFs, scans, photos, Word files, or typed notes. Keep each client’s files together so the source material is easy to check.

Fyllyo can fill a form only when it has a template for it. You can also set up your own blank fillable PDF. A scan of a blank form is not a fillable PDF.

Let AI read the documents and code do the math

A form may ask for annual income when a document gives monthly pay. It may also need to tell an applicant from a sponsor. Fyllyo reads the documents, puts each fact in the right field, and calculates or formats values as needed.

For example, a monthly salary of $5,700 can become an annual figure of $68,400. The math is simple. What still matters is checking that the pay belongs to the right person and the right period.

Check the answers, not a pile of files

Fyllyo shows each filled answer with its source line and highlights its field in the PDF. Check key facts such as names, ID numbers and income. Look at any gaps it flags, and fix answers before saving.

A person still needs to check what the AI fills. Take extra care with documents that disagree, unclear scans, dates and money figures. Check the first few results from a newly added form carefully.

What runs on your Mac and what uses the cloud

Your documents and the filling stay on your Mac. AI form filling is 100% local. Once the local model and template are set up, filling works offline.

Adding your own form is a separate setup step. Fyllyo Cloud sees only the blank form and your instructions, so keep client data out of both. You don’t need an API key, but you can use your own provider key if you like. After setup, the form fills on your Mac from your client documents.

Local filling also changes what you pay. Fyllyo Paid is a one-time purchase. Filling set-up forms on your Mac needs no subscription and no AI credits, so you never top up credits to fill again. Redaction, certificate signing and text editing are free. Custom-form setup is paid separately with credits or your own AI provider API key. See what the license includes.

Local processing does not replace device security. Protect your computer, control who can open saved PDFs, and think about where your backup or sync tools send them. Read how Fyllyo handles data.

Prepare your Mac once

Fyllyo requires an Apple silicon Mac (M1 or later) with macOS 13 or later. We recommend about 16 GB of memory and about 8 GB of free disk space. The local model downloads once and is about 5 GB, plus about 1 GB if your documents include scans or photos.

Download Fyllyo for Mac, then set up your first form.

Save a PDF you have checked

Your edits save into the PDF. You get a completed document for your next step. Fyllyo doesn’t e-file it for you, and it gives no legal or tax advice. Before you use it, check the form version, the signatures it needs and how to submit it.