fyllyoHOW FORM FILLING WORKS
Fill one PDF form from
all your documents at once.
Add every document at once: PDFs, scans, photos, Word files and typed notes.
Fyllyo reads them together on your Mac, puts each fact in its field and shows where it came from.
Where two documents disagree, it leaves the field for you and says why. Here are the five steps.
How does Fyllyo combine several documents into one form?
Fyllyo takes each fact from the documents that state it, and when they disagree, it leaves the field for you. In a recorded run, Fyllyo filled a test client’s amended return (Form 1040-X) from four documents in 27 seconds. It filled 46 fields and left 8 for review.
When documents disagree: the worksheet gave the corrected income as 88,750, but the original return’s 86,420 plus the W-2c’s 2,150 is 88,570. Fyllyo left that line and the lines worked out from it empty, with the note “worked out from an amount the documents disagree on (88,750 vs 88,570)”. It also left the two masked Social Security numbers for the preparer to complete.
| Document | What it gave the form |
|---|---|
| 2024 Form 1040 as filed | Names, address, filing status, dependents and the original amounts |
| W-2c (corrected W-2) | The corrected wages and the extra tax withheld |
| The client’s email | Payments made since filing, occupations, phone and email |
| The preparer’s worksheet | The paid preparer’s name, PTIN and firm |
01 / CHOOSE A FORM
Start with the
form you need.
Pick a ready-made form, like I-864 or 1040-X. Need a form that isn’t there? Add the blank fillable PDF once. Fyllyo learns how to fill it and tests itself on test clients before you use it. Then you reuse it with each new set of documents.
How to add your own form →
02 / ADD YOUR DOCUMENTS
Bring the files.
Skip the retyping.
Add PDFs, scans, photos, Word files and typed notes, such as an email or answers from a phone call. A saved client can stand in for documents you’ve used before. Fyllyo reads every page on your Mac with Apple’s text recognition and uploads nothing. If a PDF has a password, Fyllyo asks for it.
03 / FILL WITH LOCAL AI
Let Fyllyo
fill the form.
Fyllyo finds the facts the form needs across all your files and puts each one in its field. The AI only reads. Formulas tested for the form do the rest. They work out annual income from pay-stub dates, carry amounts from line to line, and turn “12 AUG 1974” into 08/12/1974.
The local model (about 5 GB) downloads when your trial or licence starts. After that, forms fill offline.
04 / REVIEW THE ANSWERS
Check the details.
See the source.
The filled PDF sits beside a list of every field. Click either one to see where an answer came from. You see the line in your documents and the file name. For worked-out answers, you see the facts behind them. Key facts such as names, IDs and income are always marked to confirm.
When Fyllyo isn’t sure, it leaves the field empty and says why, for example “the documents give two different amounts (129,375 vs 258,750)”. Correct anything here or on the form.
Watch the recorded 1040-X example →
05 / SAVE YOUR PDF
Your form.
Ready for the next step.
Your edits save as you go. Save the filled PDF, or open it in the editor to sign, redact or print. The completed file stays on your computer, ready to send or file yourself.
Fyllyo prepares forms. It doesn’t e-file them or provide legal or tax advice.
ADD YOUR OWN FORM
Set up once.
Reuse with new documents.
Add a blank fillable PDF. Official instructions help, and a note is optional. You don’t map any fields. Fyllyo Cloud reads the form and works out how to fill it, then tests it on test clients with the same local AI your Mac runs and fixes what it misses. Your documents stay on your Mac when you fill it.
You don’t need an API key. You can use your own OpenAI or Anthropic key if you prefer. Keep personal details out of the blank form and instructions.
See custom-form setup and costs →See exactly what stays local →Questions
What kinds of files can Fyllyo read?
PDFs, scans, JPG and PNG photos, Word files, and typed notes up to 20,000 characters. If a PDF has a password, Fyllyo asks for it.
What happens when two documents disagree?
Fyllyo leaves the field empty and says why, with both values, for example “the documents give two different amounts (88,750 vs 88,570)”.
Are my documents uploaded?
No. Fyllyo reads your documents and fills the form on your Mac.
Fill forms without retyping.
Keep the final say.
Download for MacApple silicon Mac · 16 GB memory recommended · About 8 GB free space