For Accountants

Client Forms for
Accounting Firms

Document collection, client onboarding, tax questionnaires, and payment collection — automated and organized.

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Pain Points for Accountants

Sound familiar? Formet solves these.

Chasing clients for documents via email

Manual data entry from paper forms

No digital payment collection

Unstructured client information

Use Cases for Accountants

Client onboarding forms

Tax document collection forms

Expense report forms

Service payment collection

Why Formet?

AI Form Generation

Describe what you need and AI creates a perfect form for accountants in seconds.

Zero Commission Payments

Collect payments from your accountants clients with 0% platform fee via PhonePe.

Workflow Automation

Automate notifications, emails, and data routing for accountants workflows.

Google Sheets Sync

Every submission syncs automatically to Google Sheets for real-time tracking and analysis.

Real-Time Analytics

Track submissions, view responses, search across data, and export in PDF, Excel, or CSV.

Custom Branding

Use your own logo, colors, and domain to create forms that represent your accountants brand.

Key Benefits for Accountants

File upload for documents

Automated reminders via email

Payment integration

Google Sheets for client tracking

Frequently Asked Questions

Is Formet suitable for accountants?

Absolutely. Formet is built to handle the unique needs of accountants — from client onboarding forms to tax document collection forms. Our drag-and-drop builder requires no coding.

Can I collect payments through forms?

Yes! Formet integrates with PhonePe for UPI, cards, and net banking — with 0% platform commission. You keep 100% of what you collect.

Is there a free plan?

Yes. Formet offers a generous free tier that includes AI form generation, basic submissions, and Google Sheets integration. Upgrade when you need more.

Can I use my own branding?

Yes — custom logos, colors, themes, and even custom domains are supported to make forms look like they're part of your own website.

Start Building Forms for Accountants

Free to start. No coding required. Scales with your business.

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