Can I embed my form on my website that capture sensitive bank details

Hi there,

I'm looking for a form solution that I can embed on my wordpress website that captures sensitive bank details that we will use to set up direct debits. We do not want to take payment online just capture the details, store securly and then be able to download so we can integrate into our CRM system.

Is this possible with jot form?

Many thanks

Hi Sally,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

Yes, you can embed a Jotform on your WordPress site to capture sensitive bank details securely without taking online payments. Jotform is PCI DSS Service Provider Level 1 compliant and GDPR compliant, ensuring high-grade security for data collection and storage.

You can encrypt your forms to protect submission data, which is stored securely on Jotform servers. You will be able to download the collected data for integration into your CRM system.

Let me know if you need guidance on setting up the form or enabling encryption.

Give it a try and let us know how it goes.

Best regards,
Jotform Support

Yes please can you give me information on setting up the form and encryption

Hi Sally,

Here’s how to set up your form and enable encryption:

1. Go to the Settings tab in the Form Builder.
2. Toggle on Encrypt Form Data to enable encryption.
3. Verify your account via Gmail, Facebook, or your Jotform password.
4. Set an Access Code (up to 16 characters) to secure your form data.
5. Click Enable Encryption to finish.

Note that some features like autoresponder emails and integrations will be disabled when encryption is enabled. You can decrypt and access your submissions in Jotform Tables or Inbox using your access code.

Give it a try and let us know how it goes.

Best regards,
Jotform Support

Which package do I need for this?

Hi Sally,

The form encryption feature is available on all Jotform plans, including the free plan. So you can enable encryption without needing to upgrade your package.

If you have any more questions, feel free to ask.

Best regards,
Jotform Support

ARe these features available on the free plan - Jotform is PCI DSS Service Provider Level 1 compliant and GDPR compliant, ensuring high-grade security for data collection and storage.

ok thank you

Hi Sally,

Yes, Jotform is PCI DSS Service Provider Level 1 compliant and GDPR compliant across all plans, including the free plan. This ensures your data is collected and stored securely.

Best regards,
Jotform Support

ok thank you

Hi Sally,

You're welcome. If you have any other questions, feel free to ask.

Best regards,
Jotform Support

Hi Sally,

You can collect bank details with Jotform, but there are a few things to keep in mind. While it’s okay to collect information like the bank account and routing numbers using regular form fields, collecting credit card details directly on the form isn’t allowed because of security and compliance rules.

As long as the data's handled responsibly, this follows Jotform’s Terms of Use. Jotform takes data privacy and security seriously, with features like 256-bit SSL encryption and compliance with GDPR, HIPAA, and PCI DSS to help keep sensitive data protected.

Make sure to also follow best practices when handling sensitive submission data. You can use our Form Encryption feature to limit access. You can also consider enabling two-factor authentication on your account for extra security. We've got a guide here to show you how to do that.

Let us know if there’s anything else we can help you with.