Key takeaways

  • Offer the contact methods your clients prefer: phone, email, a short form and, if you use it, online booking.
  • Keep forms short: name, email or phone, and a brief description is usually enough.
  • Say what happens next and how quickly you reply, to reduce uncertainty.
  • Include your address, opening hours and a map if you see clients in person.
  • Link to your privacy notice and never ask for sensitive documents through a website form.

The contact page is where interest turns into an enquiry. People arriving there have usually decided to get in touch; the page’s job is to make that easy, set expectations and remove any last hesitation.

What to include

Contact options

  • phone number, clickable on mobile, with the hours it is answered
  • email address, or a general enquiries address
  • contact form for people who prefer to write
  • online booking for a discovery call, if you offer one
  • address and a map if clients visit you, plus parking or access information

A short form

Every extra field reduces completions. Most firms need only:

  • name
  • email address and, optionally, phone number
  • a short “How can we help?” box
  • optionally, a dropdown for the service or client type, to route the enquiry

Add spam protection that does not make the form hard to use, and make sure every field has a visible label for accessibility.

What happens next

Tell visitors exactly what to expect:

We reply to every enquiry within one working day. If we look like a good fit, we will arrange a free 20-minute call to understand your needs and confirm our fees in writing.

This reassures people who worry about being chased or committed to something.

Reassurance

  • a short testimonial or review rating near the form
  • professional body membership
  • a line confirming there is no obligation

Privacy and security

  • Link to your privacy notice close to the form, explaining how you use enquiry data. See privacy policy set-up.
  • Do not add pre-ticked marketing consent boxes. If you want to add enquirers to a newsletter, ask separately and leave the box unticked.
  • Never ask for National Insurance numbers, UTRs, bank details, passports or tax documents through a website form. Use your secure client portal once someone becomes a client.
  • Make sure form submissions are sent securely and stored only as long as needed.

Making it work on mobile

  • tap-to-call phone number at the top of the page
  • form fields large enough to use with a thumb
  • no CAPTCHA that is hard to complete on a phone
  • address that opens in maps apps

Measuring enquiries

Track form submissions, calls from the website and bookings as conversions in your analytics, subject to cookie consent, so you know which pages and campaigns bring in work. See goal tracking in GA4.

Example contact page outline

  1. Headline: “Talk to an accountant who knows your sector”
  2. Short paragraph: who you help and that the first call is free
  3. Phone, email and booking link
  4. Form with four fields
  5. “What happens next” in three steps
  6. Testimonial
  7. Office address, hours and map
  8. Privacy notice link

See also calls to action.

Frequently asked questions

What should be on an accounting firm contact page?

Phone, email, a short form, online booking if you offer it, your address and hours, what happens after someone gets in touch, and a link to your privacy notice.

How many fields should a contact form have?

As few as possible. Name, email or phone, and a short message are usually enough.

Should I show my office address?

Yes, if you meet clients there. It supports trust and local search. If you work remotely, show your registered office and explain how meetings work.

Can clients send documents through the contact form?

They should not. Use a secure client portal for documents and personal financial information.

Sources

Facts and rules in this guide were checked against the sources below in October 2026. Platforms, prices and regulations change, so check the current position before acting. This guide is general information, not legal or professional advice.