Accelerate your daily bookkeeping companies workflows with top-notch form generator
Make data-driven decisions and enhance your bookkeeping companies productivity with a user-friendly form builder. Gather data and transfer it between your CRMs and other apps.
Getting started with the online form builder for bookkeeping companies
Instapage's online form builder for bookkeeping companies provides an intuitive way to create custom forms that capture essential client information. Following these steps will get you set up quickly, allowing you to enhance your data collection and conversion rates effectively.
Step-by-step guide to using the form builder
- Log in or create a free Instapage account and opt for a 14-day trial to explore features.
- Input your company details, invite teammates, and set up their permissions.
- Navigate to your Dashboard, then select Assets -> Forms -> Create Form.
- Start from scratch by renaming your form and beginning customization.
- In the left sidebar, click on the ADD FIELD menu, dragging and dropping your desired fields like single or multi-line text, email, and dropdowns.
- Customize the fields and adjust your form settings through the FORM Settings and FORM Style options on the right sidebar.
- Save your form and seamlessly integrate it into your landing page, facilitating streamlined data collection.
By utilizing Instapage's form builder, bookkeeping companies can effectively collect and manage client information tailored to their needs. Start your free trial today and transform your data collection process.
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