Accelerate your daily accounting firms workflows with top-notch form generator
Make data-driven decisions and enhance your accounting firms productivity with a user-friendly form builder. Gather data and transfer it between your CRMs and other apps.
Getting started with the online form creator for accounting firms
Instapage's Form Builder is an invaluable tool for accounting firms looking to streamline their data collection processes. With an intuitive online form creator, firms can create customized forms that enhance client engagement and improve conversion rates. Follow this step-by-step guide to make the most of this powerful tool.
Steps to use the online form creator for accounting firms
- Log in or create a free Instapage account, then choose a free 14-day trial to get started.
- Add your company details, invite your teammates, and configure permissions for easy collaboration.
- Go to your Dashboard and click on Assets -> Forms -> Create Form to initiate your project.
- Create your form from scratch by renaming it and starting to customize according to your needs.
- Select the ADD FIELD menu from the left bar and drag-and-drop your desired fields like single or multi-line text, email, dropdowns, and radio buttons.
- Customize each field and configure your form using FORM Settings and FORM Style options located on the right sidebar.
- Click Save and seamlessly add your form to your landing page to streamline data collection effectively.
By utilizing Instapage's online form creator for accounting firms, you can simplify your data collection process and enhance your client interactions. Start your free trial today and take the first step towards improving your firm's conversion rates.
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