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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 / mo
  • No PHP · no SDK
  • One POST endpoint
Live template preview

Pick your accountant contact form — one click to use it

Every template is free and fully editable in the drag-drop builder — swap fields, colors, and the button label before you publish.

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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="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 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>

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.

Create your formBrowse all templates

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 classifier, 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 spam classifier 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 spam classifier 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

From form to workflow in 3 simple steps.

Connect your form, collect every submission, and send data where it needs to go — without building backend infrastructure.

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.

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Testimonials

Loved by developers shipping at every scale.

40 quotes on record — from indie hacks to agency migrations.

Next.js
“I replaced a Lambda + DynamoDB + SES contact form with six lines of HTML. It took eleven minutes, and the dashboard is better than what I was going to build.”
Daniel K.Full-stack developer
Agency
“We migrated 14 client sites off Formspree in a single weekend. The price is a third of what we paid, the API is more honest, and the spam filter actually works.”
Priya N.Agency owner
Webhooks
“The webhook payload is signed, idempotent, and well-shaped. It reads like code from a competent team, not a CRUD app held together with duct tape.”
Marcus T.Backend engineer
Marketing
“I stopped reaching for Typeform on small marketing sites. splitforms covers 90% of the use case at none of the bloat.”
Elena R.Freelance designer
MCP
“I onboarded our whole agency in an afternoon. The MCP integration meant Cursor literally dropped the form straight into our client repos for us.”
Sam O.Technical lead
Free plan
“The free plan gave me 500 submissions before I paid a cent, and Pro is five dollars a month. I've spent more on coffee deciding which backend to use.”
Aisha B.Indie hacker
Spam
“Spam went from forty junk entries a day to zero, with no reCAPTCHA puzzle ruining the form. The honeypot and time-trap just quietly do their job.”
Tom W.Webflow consultant
Astro
“Point the form action at one endpoint and you're done. No SDK, no client library, no build step. This is how a form backend should feel.”
Lukas M.Astro developer
Integrations
“Leads land in Slack the second someone submits, and a copy goes to Google Sheets for the sales team. I wired both up in under ten minutes.”
Grace H.Growth marketer
Static site
“I run a static Hugo site on a five-dollar VPS. splitforms gave it a real contact form without me standing up a single server.”
Victor S.DevOps engineer
Read all 40 testimonials →

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 — 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.

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

Start free. Scale when you need more.

Choose a plan that fits your workflow — from a free form endpoint to full automations, exports, and higher submission limits.

Free

$0

Free forever

 
Best for testing

For side projects and indie devs.

  • 500 submissions / mo
  • Unlimited forms
  • Email notifications included
  • Honeypot spam filtering
  • Submissions dashboard
  • MCP setup stays free
  • No credit card required
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Pro

$5/ month
was $15 · save 67% · new-user price

For agencies and growing products.

  • 5,000 submissions / mo
  • Unlimited forms
  • Every paid feature included
  • Priority support (under 4hr)
  • 10× free submission volume
  • Cancel anytime
Pre-launch · founders pricing locked in

3-Year

$59/ 36 months
was $99 · save 40% · new-user price

Pay $59. 3 years sorted.

  • 15,000 submissions / mo
  • Unlimited forms
  • Everything in Pro
  • Renews every 3 years
  • Long-term discount
  • Priority support included
  • Vote on the roadmap

No credit card required on Free • Cancel anytime