Work with clients · Feedback
Client feedback surveys for accountants, before renewal
Ask clients how it went at the moments that matter: after onboarding, after a deliverable, before renewal. Short surveys in the portal, answers on the client record, and a clear signal when a relationship needs attention.
- Two-question surveys
- Sent at the right moment
- Follow-ups for low scores
Patel & Co. — “Clear and quick to get started.”
HappyRiverside Holdings — “Would like an earlier draft.”
NeutralHarbour Group — “Hard to reach our manager.”
At riskTask created — partner call with Harbour Group
ActionHarbour Group renewed — contact changed
RenewedBuilt by accountants, used by the firms behind FigsFlow
The problem
Most firms hear about a problem when the client leaves
Clients rarely complain. They just do not renew. By the time a firm finds out, the chance to fix it has passed.
Feedback by chance
- An annual survey few clients answer
- Comments buried in email threads
- No link between feedback and the work
- Unhappy clients noticed only at renewal
Feedback in FigsFlow
- Two-question surveys at key moments
- Answers on the client record
- Linked to the job that prompted them
- Low scores create a follow-up straight away
How it works
Ask, listen, act
Choose moments
Pick when to ask: after onboarding, after a deliverable, or ahead of renewal.
Ask briefly
The client sees two short questions in the portal or app, answered in seconds.
File it
Answers land on the client record and the job, visible to the client team.
Follow up
A low score creates a task for the right person, so nothing is left unanswered.
What you get
Client satisfaction surveys for accounting firms
Short enough for clients to answer, specific enough for you to act on.
Moment-based surveys
Triggered by stages in the lifecycle, not sent in a once-a-year batch.
Two questions
A score and a comment. Short surveys get answered.
On the client record
Every response sits beside the work it relates to.
Low-score follow-ups
Automatic tasks so an unhappy client always hears back.
Trends by team
See feedback by service, manager or office over time.
Renewal signal
Clients at risk flagged on the dashboard before renewal.
What the client sees
Twenty seconds, then thank you
One score, one optional comment, a thank-you. No account, no long form, nothing that feels like a chore.
The client’s manager sees the answer on the record the same day.
- Question 1
- How happy are you with your year-end accounts?Very happy · Happy · Neutral · Unhappy
- Question 2 · optional
- Is there anything we could do better?“Clear and quick. An earlier draft would help next year.”
- Afterwards
- Thank you. Your accountant will read this.Saved to the client record
Where it sits
The client’s voice in the lifecycle
Feedback follows the moments that matter and feeds renewal.
Live for every firm
- Moment-based surveys in the portal and app
- Responses on the client record
- Follow-up tasks for low scores
Worth knowing
- Survey wording is set by your firm
- Clients can opt out of surveys
Works with
Related modules
FAQ