このテンプレートについて

The ご相談予約フォーム template is a ready-to-use form from Pocper's 会計・税務必携フォーム pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.

よくある質問

What is the ご相談予約フォーム template for?

It's a structured form you send to clients to collect the information, documents, and signatures a 会計・税務必携フォーム workflow needs — without the back-and-forth of email.

Can I edit this template?

Yes. Import it into your Pocper workspace, then add, remove, or reword any field before sharing it. Every template is fully editable.

How do clients fill it out?

You share a single link. Clients open it in any browser, complete the form, and their responses sync back to you in real time.

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