Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Web Forms for Accounting & Tax Firms. Client intake automation for accounting firms, form by form

AI Web Forms is client intake automation for accounting firms: the new-client form on your website is answered the moment it arrives, in the visitor's language. It asks up to five questions you write, such as individual or business and which states, checks the e-mail, creates the contact and offers the next step you chose.

TRY AI WEB FORMS FREENo credit card · Ready in 2 minutes

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Web Forms · Screening

Client intake automation for accounting firms: the questions asked and the rules that flag or decline, real Zanus AI screen

Screening

Ask the standard fields and up to five questions of your own; screening rules tell your team about an urgent request or decline politely.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“On the new-client form, ask individual or business and which states.”

Lisa“The new-client form asks individual or business and which states, then offers consultation times. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Accounting & Tax Firms use it

A new LLC owner sends the form at 11 PM; the reply offers Monday's consultation times on the spot.

A screening rule spots a letter from the tax authority in the answers and alerts the partner's desk at once.

A form that asked for last year's return arrives without the file, so the thank-you carries an upload link.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Any form on your site, contact, quote, demo request, application, answered in seconds, not the next morning
The lead qualified and scored from what they wrote; the first reply sent immediately in their language
E-mail verified (syntax, domain, deliverability) before anything is promised to it
Contact record created; the owner alerted; the next step proposed
Forms translated into your customers' languages; embedded on any site
Feeds every automation you add: booking, quoting, follow-up, the AI Demo

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI Web Forms does, for every business ›

Works withAI Booking AI Quoting AI Follow-up AI Demo AI Tickets AI File Cabinet

New clients

A new client intake form for CPA firms that answers on the spot

Your five questions

Text, a choice, yes or no, a date, a group of fields or a file to upload: ask what a partner needs to know before the first meeting.

Checked before anything leaves

A company e-mail, a real website, a verified address or your approval, ticked per form; a red flag holds the inquiry for a person.

Urgent ones first

A screening rule marks an answer URGENT and tells the desk at once, or offers the first free consultation on your booking page.

The next step you chose

A consultation time, a call back, a draft fee quote or a person's review: whatever you set for that form goes out with the reply.

Set-up

Lead capture for accounting firms, live in 2 minutes

Start from a template

Pick the contact form or the call-me-back template and give it the title prospective clients see on your new-client page.

Add your questions

Type the questions or tell Lisa: individual or business, entity type, which states. She reads the form back and saves it on your yes.

One line on the page

Copy the line and paste it where the form should sit, or hand it to whoever edits the firm's website.

A week of inquiries

Run your forms free for 7 days with no credit card and read every inquiry they answered, held or booked.

Questions & answers

AI Web Forms for Accounting & Tax Firms: questions & answers

How fast does a new-client form get an answer?

At once, which is what speed to lead for accounting firms means. The reply leaves the moment the inquiry passes your checks, in the sender's language and signed by your new-client desk, and it says only what happens next: a consultation time, a call back or a person's review.

Can the form turn away work our firm does not take?

Yes, with a screening rule that reads an answer. A DECLINE rule answers the visitor politely in your words and saves nothing, so a request for a service you do not offer never lands on a partner's desk.

Can a prospective client attach a document to the form?

Yes, when one of your questions asks for a file. If none came, the thank-you carries an upload link, and the files go to the contact's record, never into the knowledge the AI answers from.

Does the form decide whether the firm takes a new client?

No. It applies the rules you write and nothing more. Anything your rules do not settle books a consultation, waits for a person's approval or goes to the partner's desk, with the visitor's answers attached. The web form follow-up for tax preparers runs after that: the New lead follow-up starts unless you switch it off for that form.

What keeps spam out of our intake forms?

Each intake form carries a hidden field and a per-network limit of its own. A bot reads thank you, nothing is saved, and spam never counts as a submission or reaches the new-client desk.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Accounting & Tax Firms ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.