Accounting & Tax Services Pre-Consultation Form

Form Template

This is the Accounting & Tax Services Pre-Consultation Form app.

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Created by: Team GoCanvas
Type: Surveys
Language: English
Country: United States of America

This app is a basic information piece that lets the consultant know who you are, what your industry is and what services you're interested in. all fields can be customized to fit your needs so, anything you don't see that's relevant to what you do can be added as well as anything that's unnecessary can be taken out.

Features
  • Conditional Fields
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

Don't take our word for it...

“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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