FINANCE · CONTACT FORM TEMPLATE

Accountant & CPA Inquiry Form

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.

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form.htmlhtml55 lines

01<form action="https://splitforms.com/api/submit" method="POST">
02  <input type="hidden" name="access_key" value="YOUR_ACCESS_KEY">
03  <input type="hidden" name="subject" value="New tax appointment request">
04 
05  <label for="name">Full name *</label>
06  <input id="name" type="text" name="name" placeholder="Hans Becker" required>
07  <label for="email">Email *</label>
08  <input id="email" type="email" name="email" placeholder="hans@example.com" required>
09  <label for="phone">Phone *</label>
10  <input id="phone" type="tel" name="phone" placeholder="+1 555 0142" required>
11  <label for="service">Service needed *</label>
12  <select id="service" name="service" required>
13    <option value="">Choose…</option>
14    <option>Personal tax prep</option>
15    <option>Small business tax</option>
16    <option>S-corp / LLC tax</option>
17    <option>Bookkeeping</option>
18    <option>Tax planning</option>
19    <option>Audit help / IRS letter</option>
20    <option>Other</option>
21  </select>
22  <label for="entity">Entity type</label>
23  <select id="entity" name="entity">
24    <option value="">Choose…</option>
25    <option>Individual / W-2</option>
26    <option>Self-employed / 1099</option>
27    <option>LLC</option>
28    <option>S-Corp</option>
29    <option>C-Corp</option>
30    <option>Partnership</option>
31    <option>Non-profit</option>
32  </select>
33  <label for="complexity">Complexity</label>
34  <select id="complexity" name="complexity">
35    <option value="">Choose…</option>
36    <option>Simple — W-2 only</option>
37    <option>Some 1099 / freelance</option>
38    <option>Rental property</option>
39    <option>Multiple states</option>
40    <option>Crypto / investments</option>
41    <option>International</option>
42    <option>Behind on filings</option>
43  </select>
44  <label for="details">Anything else?</label>
45  <textarea id="details" name="details" placeholder="Last filing year, current accountant situation, deadline pressure…"></textarea>
46 
47  <!-- honeypot — bots fill every field -->
48  <input type="checkbox" name="botcheck" style="display:none" tabindex="-1" autocomplete="off">
49 
50  <button type="submit">Send</button>
51</form>
52 
53<p style="margin-top:12px;font-size:11px;color:#888;text-align:right">
54  Powered by <a href="https://splitforms.com" style="color:#888;text-decoration:none" target="_blank" rel="noopener">splitforms</a>
55</p>

1,000

submissions / mo, free

fields, ready to ship

code outputs

60s

from copy to inbox

Accountant & CPA Inquiry Form — example splitforms template with submissions inbox

§ 01Why it mattersthe qualifying-fields argument

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.

✦ at a glance

→Accountant / CPA tax appointment · 7 fields
→HTML, JS, React, PHP, cURL outputs
→One POST endpoint, no SDK
→Honeypot + classifier, no CAPTCHA

§ 02Live previewinteractive · sandboxed · no key required

See exactly what your visitors see — and you’ll receive.

Left: the rendered form, fully interactive in a sandboxed iframe. Right: the email and dashboard view that lands the moment a visitor submits.

preview · accountant-contact-formlocalhost:3000

✦ what you’ll see in your inbox

Every submission becomes an email plus a dashboard row. The fields below are the exact payload your form will send. Reply-to is wired to the visitor’s email so hitting reply goes back to them.

dashboard · new submission14ms · 200 OK

SUBJECT · New tax appointment request

Full name: Maya Iyer
Email: maya@studio71.co
Phone: +1 415 555 0142
Service needed: Personal tax prep
Entity type: Individual / W-2
Complexity: Simple — W-2 only
Anything else?: Loved your last open house in Hayes — looking for similar with parking. Pre-approved through Wells Fargo.

Iframe is sandboxed — submit doesn’t actually fire. Get your access key to wire it up live.

§ 03Three steps3 steps · ~60 seconds

Generate, embed, receive.

Three actions stand between you and your first lead. None of them require a backend, a database, or a CAPTCHA library.

STEP 01GENERATE

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.

Create your form

key=sk_live_••••••••

STEP 02EMBED

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.

snippethtml

<form action="https://splitforms.com/api/submit" method="POST">
  …
</form>

STEP 03RECEIVE

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.

inbox · 1 newjust now

FROM contact@yoursite.com

New tax appointment request

Maya Iyer maya@studio71.co

Loved your last open house in Hayes — looking for similar with parking. Pre-approved through Wells Fargo.

§ 04Copy & ship5 languages · same endpoint

Five outputs. One backend.

HTML by default. Click open the language you ship in — every variant POSTs to the same /api/submit endpoint.

01HTMLform.html55 lines

<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="hans@example.com" 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 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="noopener">splitforms</a>
</p>

02JavaScriptform.js71 lines

<form id="lf-form">
  <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="hans@example.com" 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>
  <button type="submit">Send</button>
</form>

<p 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="noopener">splitforms</a>
</p>

<script>
  document.getElementById('lf-form').addEventListener('submit', async (e) => {
    e.preventDefault();
    const data = new FormData(e.target);
    data.set('access_key', 'YOUR_ACCESS_KEY');
    data.set('subject', 'New tax appointment request');

    const res = await fetch('https://splitforms.com/api/submit', {
      method: 'POST',
      body: data,
      headers: { Accept: 'application/json' },
    });

    const json = await res.json();
    if (json.success) {
      e.target.reset();
      alert('Sent!');
    } else {
      alert('Error: ' + (json.message || 'Try again'));
    }
  });
</script>

03React / Next.jsForm.tsx86 lines

'use client';

import { useState, type FormEvent } from 'react';

export default function AccountantTaxForm() {
  const [status, setStatus] = useState<'idle' | 'sending' | 'sent' | 'error'>('idle');

  async function onSubmit(e: FormEvent<HTMLFormElement>) {
    e.preventDefault();
    setStatus('sending');

    const data = new FormData(e.currentTarget);
    data.set('access_key', 'YOUR_ACCESS_KEY');
    data.set('subject', 'New tax appointment request');

    const res = await fetch('https://splitforms.com/api/submit', {
      method: 'POST',
      body: data,
      headers: { Accept: 'application/json' },
    });

    const json = await res.json();
    setStatus(json.success ? 'sent' : 'error');
    if (json.success) e.currentTarget.reset();
  }

  if (status === 'sent') return <p>Thanks — we&rsquo;ll be in touch.</p>;

  return (
    <>
    <form onSubmit={onSubmit}>
      <label htmlFor="name">Full name *</label>
      <input id="name" type="text" name="name" placeholder="Hans Becker" required />
      <label htmlFor="email">Email *</label>
      <input id="email" type="email" name="email" placeholder="hans@example.com" required />
      <label htmlFor="phone">Phone *</label>
      <input id="phone" type="tel" name="phone" placeholder="+1 555 0142" required />
      <label htmlFor="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 htmlFor="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 htmlFor="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 htmlFor="details">Anything else?</label>
      <textarea id="details" name="details" placeholder="Last filing year, current accountant situation, deadline pressure…" />

      <button type="submit" disabled={status === 'sending'}>
        {status === 'sending' ? 'Sending…' : 'Send'}
      </button>

      {status === 'error' && <p>Something went wrong. Try again.</p>}
    </form>

      <p style={{ marginTop: 12, fontSize: 11, color: '#888', textAlign: 'right' }}>
        Powered by <a href="https://splitforms.com" target="_blank" rel="noopener" style={{ color: '#888', textDecoration: 'none' }}>splitforms</a>
      </p>
    </>
  );
}

04PHPsubmit.php28 lines

<?php
// Drop into a PHP page. Receives a form POST and proxies it to splitforms.com.
// Useful when you want to add server-side validation or rate limiting.

if ($_SERVER['REQUEST_METHOD'] === 'POST') {
    $allowed = ['name', 'email', 'phone', 'service', 'entity', 'complexity', 'details'];
    $payload = ['access_key' => 'YOUR_ACCESS_KEY'];
    $payload['subject'] = 'New tax appointment request';

    foreach ($allowed as $f) {
        if (isset($_POST[$f])) $payload[$f] = $_POST[$f];
    }

    $ch = curl_init('https://splitforms.com/api/submit');
    curl_setopt($ch, CURLOPT_POST, true);
    curl_setopt($ch, CURLOPT_POSTFIELDS, http_build_query($payload));
    curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
    curl_setopt($ch, CURLOPT_HTTPHEADER, ['Accept: application/json']);
    $response = curl_exec($ch);
    $status   = curl_getinfo($ch, CURLINFO_HTTP_CODE);
    curl_close($ch);

    header('Content-Type: application/json');
    http_response_code($status);
    echo $response;
    exit;
}
?>

05cURLtest.sh11 lines

curl -X POST https://splitforms.com/api/submit \
  -H "Accept: application/json" \
  -d "access_key=YOUR_ACCESS_KEY" \
  -d "subject=New tax appointment request" \
  -d "name=Jane Builder" \
  -d "email=jane@example.com" \
  -d "phone=+15555555555" \
  -d "service=Personal tax prep" \
  -d "entity=Individual / W-2" \
  -d "complexity=Simple — W-2 only" \
  -d "details=Hello from cURL"

Replace YOUR_ACCESS_KEY with the key from your dashboard. That’s the only edit.

§ 04bUse this template with…17 frameworks · same backend

One template. Every framework.

The same field set works on every framework splitforms supports. HTML, React, Next.js, Vue, Astro, Hugo, WordPress — same POST, same backend.

§ 06FAQ4 answered

Things people ask before they ship.

Direct answers, no marketing fluff. Missing one? Email hello@splitforms.com.

01How 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.

02Can 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.

03What about prior-year return uploads?

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

04Should 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.

✻ ✻ ✻

Ship your accountant & cpa inquiry form in 60 seconds.

1,000 free submissions per month. No credit card. Copy the snippet, paste your access key, watch leads land in your inbox.

Get free access key →Browse all 60 templates →

v0.1 · founders pricing locked in · early access open