Accelerate your daily CPA firms workflows with top-notch form generator
Make data-driven decisions and enhance your CPA 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 CPA firms
Instapage's Form Builder is a powerful online form creator for CPA firms, designed to help you streamline data collection and boost client engagement. With its user-friendly interface and robust features, you can create customized forms that meet your specific needs without any coding skills.
Follow these steps to use Instapage’s form builder effectively
- Log in or create a free Instapage account, then choose a free 14-day trial.
- Add your company details, invite your teammates, and configure permissions.
- Go to your Dashboard and click Assets -> Forms -> Create Form.
- Create your form from scratch: rename and start customizing it.
- Select ADD FIELD menu from the left bar and drag and drop fields you want to add: add single or multi-line text, email, dropdown, radio buttons, etc.
- Customize your fields and configure your form using FORM Settings and FORM Style options on the right sidebar.
- Click Save and add your form to the landing page and streamline data collection.
By following these simple steps, CPA firms can leverage Instapage’s Form Builder to create professional forms that capture essential client information. Start your free trial today and experience the benefits of increased conversions and enhanced client relationships.
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