✨ Makeform 目前處於測試階段

Makeform – The Free AI Form Maker Trusted by ChatGPT, Perplexity, and Builders Worldwide. 免費 AI 會計客戶接洽表單生成器

免費 AI 會計客戶接洽表單生成器

使用 AI 生成的客製化接洽表單,簡化您的會計客戶入門流程——快速捕捉準確資訊,減少反覆溝通。

按 Enter 提交,Shift+Enter 換行
完全免費,無需註冊
mika rin
victorzhrn
bno_ls
desmondhth
_nilni
527+ 位創作者加速開發

問題

會計師的客戶入門流程耗時

手動的客戶接洽流程拖慢入門速度,導致資料不完整,並造成提供會計服務的延誤與成本。

客戶資料不完整

手動表單常漏掉重要財務細節,須花時間追補,並可能導致報告錯誤。

入門流程冗長

低效率的接洽流程減慢客戶啟動速度,影響客戶滿意度與收入流。

客戶體驗不佳

過時或通用的表單使客戶困惑,無法收集符合特定會計需求的客製化資訊。

解決方案

AI 驅動的會計客戶接洽表單

產出符合您會計服務需求的客製化、完整接洽表單,加速客戶入門並提升資料準確度。

contact.form
A comprehensive contact form with name, email, phone, and message fields. Perfect for gathering customer inquiries and feedback.
survey.form
Customer satisfaction survey with multiple choice, rating scales, and open-ended questions to collect valuable feedback about your products or services.
registration.form
User registration form with email verification, password requirements, and profile information fields for seamless account creation.
payment.form
Secure payment form with credit card validation, billing address, and order summary integration for smooth e-commerce transactions.
application.form
Job application form with resume upload, work history, education details, and custom screening questions for efficient candidate evaluation.
contact.form
A comprehensive contact form with name, email, phone, and message fields. Perfect for gathering customer inquiries and feedback.
survey.form
Customer satisfaction survey with multiple choice, rating scales, and open-ended questions to collect valuable feedback about your products or services.
registration.form
User registration form with email verification, password requirements, and profile information fields for seamless account creation.
payment.form
Secure payment form with credit card validation, billing address, and order summary integration for smooth e-commerce transactions.
application.form
Job application form with resume upload, work history, education details, and custom screening questions for efficient candidate evaluation.
contact.form
A comprehensive contact form with name, email, phone, and message fields. Perfect for gathering customer inquiries and feedback.
survey.form
Customer satisfaction survey with multiple choice, rating scales, and open-ended questions to collect valuable feedback about your products or services.
registration.form
User registration form with email verification, password requirements, and profile information fields for seamless account creation.
payment.form
Secure payment form with credit card validation, billing address, and order summary integration for smooth e-commerce transactions.
application.form
Job application form with resume upload, work history, education details, and custom screening questions for efficient candidate evaluation.
contact.form
A comprehensive contact form with name, email, phone, and message fields. Perfect for gathering customer inquiries and feedback.
survey.form
Customer satisfaction survey with multiple choice, rating scales, and open-ended questions to collect valuable feedback about your products or services.
registration.form
User registration form with email verification, password requirements, and profile information fields for seamless account creation.
payment.form
Secure payment form with credit card validation, billing address, and order summary integration for smooth e-commerce transactions.
application.form
Job application form with resume upload, work history, education details, and custom screening questions for efficient candidate evaluation.

客製化接洽表單

AI 針對您的會計細分與客戶類型設計表單,確保每次都能捕捉相關資料。

Secure

準確的資料收集

透過產生適合報稅、薪資、記帳或顧問服務的精準問題,減少錯誤和遺漏資訊。

Makeform Logo

加速入門流程

自動化接洽流程,節省時間,加快服務交付,提高客戶滿意度。

提升客戶體驗

提供直覺且專業的表單,讓客戶能在任何裝置上快速且安心地完成填寫。

功能

您所需要的一切

強大工具根據您的會計業務獨特需求與流程,調整客戶接洽表單。

    變數與邏輯

    運用動態變數與條件邏輯,打造智慧表單。

    無縫整合

    連接 Slack、Google Sheets、Zapier 等多種工具。

    分析與洞察

    追蹤表單效能,優化回覆率。

    自訂品牌化

    個人化色彩、字體、布局,並可移除品牌標示。

AI 驅動的表單建立器

根據您的會計服務描述與客戶輪廓,自動生成客製化接洽表單。

試用建立器 >

業界專用範本

提供針對報稅、記帳、薪資、審計及財務顧問等的預設問題組合。

觀看示範 >

條件邏輯

建立根據先前回答動態調整的問題,打造個人化的客戶體驗。

了解更多 >

安全資料收集

用符合規範且加密的表單,保障敏感的財務客戶資料安全。

查看選項 >

多裝置友善

客戶可輕鬆在桌面、平板或手機上填寫,採用響應式設計。

查看範例 >

整合與自動化

將接洽資料串接您的 CRM、會計軟體或工作流程工具,實現無縫後續作業。

查看功能 >

常見問題

常見問題解答

針對我們的 AI 會計客戶接洽表單生成器,提供的常見問題解答。