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Form template · Accountant / CPA tax appointment

Accountant Contact Form Template

CPA leads come in waves around April and September. The form sorts personal vs business returns, plus year-round bookkeeping and advisory work, before the firm's inbox drowns.

Use this template — freeSee setup steps
  • 500 free total
  • No PHP · no SDK
  • One POST endpoint
Live template preview

This template is one of our free HTML form templates. See more form templates by industry.

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No backend code

No server, API route, or SDK — your Accountant Contact Form posts straight to one endpoint.

Straight to your inbox

Every submission is emailed to you and saved to a searchable dashboard — spam filtered before it reaches you.

Copy-paste ready

It's plain HTML you own — paste the Accountant Contact Form snippet, swap in your access key, and ship.

Copy and ship

Your Accountant Contact Form, ready to paste.

HTML by default — the same field set also renders as React, Next.js, PHP, and cURL in your dashboard. Every variant posts to the same /api/submit endpoint. Replace YOUR_ACCESS_KEY with the key from your dashboard; that's the only edit.

Use this template — free
form.html
<form action="https://splitforms.com/api/submit" method="POST">
  <input type="hidden" name="access_key" value="YOUR_ACCESS_KEY">
  <input type="hidden" name="subject" value="New tax appointment request">

  <label for="name">Full name *</label>
  <input id="name" type="text" name="name" placeholder="Hans Becker" required>
  <label for="email">Email *</label>
  <input id="email" type="email" name="email" placeholder="[email protected]" required>
  <label for="phone">Phone *</label>
  <input id="phone" type="tel" name="phone" placeholder="+1 555 0142" required>
  <label for="service">Service needed *</label>
  <select id="service" name="service" required>
    <option value="">Choose…</option>
    <option>Personal tax prep</option>
    <option>Small business tax</option>
    <option>S-corp / LLC tax</option>
    <option>Bookkeeping</option>
    <option>Tax planning</option>
    <option>Audit help / IRS letter</option>
    <option>Other</option>
  </select>
  <label for="entity">Entity type</label>
  <select id="entity" name="entity">
    <option value="">Choose…</option>
    <option>Individual / W-2</option>
    <option>Self-employed / 1099</option>
    <option>LLC</option>
    <option>S-Corp</option>
    <option>C-Corp</option>
    <option>Partnership</option>
    <option>Non-profit</option>
  </select>
  <label for="complexity">Complexity</label>
  <select id="complexity" name="complexity">
    <option value="">Choose…</option>
    <option>Simple — W-2 only</option>
    <option>Some 1099 / freelance</option>
    <option>Rental property</option>
    <option>Multiple states</option>
    <option>Crypto / investments</option>
    <option>International</option>
    <option>Behind on filings</option>
  </select>
  <label for="details">Anything else?</label>
  <textarea id="details" name="details" placeholder="Last filing year, current accountant situation, deadline pressure…"></textarea>

  <!-- honeypot — bots fill every field -->
  <input type="checkbox" name="botcheck" style="display:none" tabindex="-1" autocomplete="off">

  <button type="submit">Send</button>
</form><p class="splitforms-attribution" style="margin-top:12px;font-size:11px;color:#888;text-align:right">
  Powered by <a href="https://splitforms.com" style="color:#888;text-decoration:none" target="_blank" rel="sponsored noopener">splitforms</a>
</p>

<!-- drop-off analytics + partial leads (the form works without it) -->
<script src="https://splitforms.com/embed.js" async></script>

How to add it

How to add a Accountant Contact Form to your site.

To add a Accountant Contact Form to your site you need three things: a free splitforms access key, the HTML snippet above, and your key pasted into it. No backend, database, or CAPTCHA library — the form posts to one URL and every submission lands in your inbox and dashboard.

Capture entity and service

Required: entity type (individual / S-Corp / C-Corp / LLC / partnership / nonprofit), services needed (tax prep / bookkeeping / payroll / advisory), revenue range for businesses.

Quote on the call

Webhook into your CRM (Karbon, Canopy, TaxDome). Tax prep is roughly priced by complexity; bookkeeping by transaction volume. Both quotable on a 20-min call after the intake form.

Block tax-season cap

In March-April, route 1040-only leads to a 'we're at capacity, here's a referral' auto-responder. Business-return leads still get the consult. Protects the firm's bandwidth.

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What's included

What's in this Accountant Contact Form template?

Tax season swamps every CPA firm — January through April is 80% of the personal-return revenue and you can't take every lead. The form qualifies on entity type (1040, S-Corp, C-Corp, partnership, nonprofit) and service (tax prep, bookkeeping, advisory). Personal returns are commoditised and price-sensitive; business returns and advisory are the high-margin work most firms want more of. The form lets you say 'sorry, full' to 1040-only leads and prioritise the multi-entity business clients.

  • Accountant / CPA tax appointment — 7 ready-made fields
  • HTML, JS, React, PHP, and cURL outputs
  • One POST endpoint, no SDK — honeypot and spam scoring, no CAPTCHA
What's included with the Accountant Contact Form Template

Where submissions go

Where do your Accountant Contact Form submissions go?

Reply-to is wired to the visitor's email, so one tap on Reply answers them directly — while the built-in honeypot and automatic spam scoring filter out bots before they reach you. Every submission is emailed to your inbox and can forward to a webhook or Slack the moment a visitor hits send.

  • Reply-to wired to the visitor's email — reply straight from your inbox
  • Honeypot and automatic spam scoring filter bots, no CAPTCHA friction
  • Live dashboard, CSV export, and signed webhooks on paid plans
Spam-filtered submissions from the Accountant Contact Form Template

How SplitForms works

What happens after someone submits your form?

splitforms receives the submission, filters spam, saves it to your dashboard and emails you — then, on paid plans, sends it on to your webhooks and integrations. No backend infrastructure to build.

A SplitForms contact form submission launching straight to your inbox

Add your endpoint

Point your form to your unique SplitForms endpoint. That's it.

HTML form pointing at a SplitForms submit endpoint

Receive submissions

We instantly capture and organize every submission in your inbox.

Submissions inbox with searchable leads and status pills

Route anywhere

Send data to email, spreadsheets, CRMs, webhooks, and 7,000+ apps.

Generic integration tiles for email, sheets, chat, CRM, automate, and webhook
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No credit card required. Set up in under 60 seconds.

Connect & automate

Where can submissions go besides email?

On paid plans, submissions can also go to Slack, Discord, Google Sheets, Notion, Airtable, Zapier or any signed webhook — and splitforms works on the platforms you build on, from WordPress and Shopify to Next.js. With Stripe connected, your forms can take payments too.

Connect your SplitForms form to Slack, Google Sheets, Mailchimp, Zapier and more
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NewTake payments on your formsDeposits, bookings, order forms — submitters check out through Stripe and the money goes straight to your Stripe account. Included on every paid plan.See plans →
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Setup guides for the stacks you use

HTMLReactNext.jsAstroWebflowWordPress

Questions

Accountant Contact Form questions.

View all FAQs
How do I avoid getting flooded with cheap 1040 leads?

Set the form to require an entity-type field. Personal-only leads get an auto-response 'we focus on business clients; here are 3 referral firms'. Business leads route to the partner. Filters mean you spend tax-season hours on the high-margin work.

Can I integrate with TaxDome / Canopy / Karbon?

Yes — webhook the JSON to Zapier and into your practice management. Lead lands as a prospect with entity, services, and contact info ready for the engagement letter.

What about prior-year return uploads?

Use the file-upload variant — available on paid plans. Prospects upload last year's return; the partner reviews complexity before the call. Saves 20 minutes of 'tell me about your situation' per consult.

Should I take payment on the form?

Not for tax prep — pricing depends on complexity. For fixed-fee services (single-state LLC formation, basic bookkeeping setup), Stripe link in the auto-responder works. Capture, quote, then collect.

Simple pricing

How much does splitforms cost?

Free gives you 500 submissions for $0 — no card, no time limit. Pro is $5/month for 5,000 submissions a month, and Annual is $49/year for 15,000 a month with every Pro feature.

Free

$0— 500 submissions
 

No card, no time limit

Best for testing

For side projects and indie devs.

  • 500 free submissions
  • Unlimited forms
  • Email notifications included
  • Smart spam filtering
  • Submissions dashboard
  • Redirect after submit
  • MCP server included
Get Started
Recommended

Pro

$5/ month
Billed monthly

Every paid feature, for agencies and growing products.

  • 5,000 submissions / mo
  • Unlimited forms
  • Webhooks and integrations
  • CC/BCC, auto-replies and routing
  • File uploads with 500 MB storage
  • Stripe payments on your forms
  • 3 team seats
  • Cancel anytime

Annual

$49/ year
About $4.08/mo, billed yearly
Best value

Every Pro feature with triple the volume — $0.27 per 1,000 at full use.

  • 15,000 submissions / mo
  • Unlimited forms
  • Everything in Pro
  • File uploads with 5 GB storage
  • 3 team seats
  • Priority email support

No credit card required on Free • Cancel anytime • Full pricing and FAQ