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
RenewedHappy on 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.
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.
- Moments that prompt a survey
- Where feedback is captured
- What it feeds
- 01Onboarding
- 02Jobs
- 03Feedback
- 04Dashboard
- 05Renewal
Comes in
- From onboarding
Survey after setup
- From the job
Year-end accounts delivered
- Before renewal
Survey at the renewal stage
Harbour Group
Before renewal
- Choose moments
- Ask briefly
- File it
- Follow up
Follow-up Partner call booked
Goes out
- To the dashboard
At-risk client flagged
- To renewal
Renewed, contact changed
Live for every firm
Everywhere- Moment-based surveys in the portal and app
- Responses on the client record
- Follow-up tasks for low scores
Worth knowing
By region- Survey wording is set by your firm
- Clients can opt out of surveys
Works with
Related modules
Collects the answers. Where clients answer surveys.
Explore client portalFlags the risk. At-risk clients flagged for partners.
Explore firm dashboardShows the trend. Feedback trends by service and team.
Explore reporting and analyticsTurns praise into referrals. Happy clients who refer new ones.
Explore CRM and pipelineFAQ
Questions firms ask us.
When are surveys sent?
Your firm chooses the moments, such as after onboarding, after a deliverable or before renewal. Surveys are sent through the portal and app.
Can we change the questions?
Yes. Your firm sets the wording of each question and the answer options.
What happens when a client gives a low score?
A follow-up task is created for the person you choose, usually the client manager or a partner, so the client hears back.
Can clients opt out?
Yes. Clients can opt out of surveys at any time.