If your CPA firm has a website hosted by CPA Site Solutions then you know you can easily create regular and custom forms. Although these options are great there is an even easier method to not only create the forms but also manage the responses. Here is a breakdown of how the service works.

Free Sign-Up. The site is called Formspring and has both a paid and free plan available.  The free plan is pretty good with three forms, ten fields, and 50 entries saved. As long as you do regular deletion of old entries this could work for many small to medium sized firms.

Creation. It couldn’t be easier to create a form. You can choose one of the pre-made forms and then change everything from how it is set-up to who the form is sent to. You can even specify multiple email addresses that the response is sent to.

Data Saved. The true benefit of this type of set-up for your CPA website is that you get all the responses saved in one place. You can then organize the data or export it as an Excel or Word document.

Management. The data for the forms is all in one place so you can easily review responses. This way responses don’t get lost within a list of other emails for the day.

You can export all the responses when it comes close to the 50 response limit. You can then delete and start over.

Multiple Forms. This makes it much easier to create multiple forms for different pages on your CPA website. You can also have forms created for different marketing campaigns being run. You can then export the responses and compare the data with previous responses you might have received.

Have a moment, go ahead and send along a comment with the form below created with Springform.

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