Review management for accountants and tax preparers
People switch accountants rarely and research carefully when they do. A small firm’s reviews are often the first proof a new client sees that it is careful, responsive and worth paying for.
Marcus R.
Called about a leak under the sink on a Sunday and Danny was out within the hour. Fixed it, showed me what went wrong.
Bell Plumbing
In your voiceAppreciate you calling us Marcus. Danny said that fitting was on its last legs, so good thing you caught it.
Why reviews are hard for a accounting firm
Tax season leaves no time to ask
The weeks when you finish the most returns are the weeks nobody in the office has a spare minute. Repperly asks after each engagement without anyone stopping to remember.
Clients do not think of accountants as reviewable
Most people would happily recommend their accountant to a friend but would never think to post about them. A simple, direct ask is usually all it takes.
Confidentiality applies to replies
You cannot confirm who your clients are or discuss their finances in public, even when a review is unfair. Replies need to be brief and say nothing about the engagement.
When to ask
Once a return is filed or the year-end work is delivered, when the client feels the relief of it being done.
What customers search
accountant near me, tax preparer near me, and small business bookkeeping - searches that spike before tax deadlines, when people choose quickly on reviews.
Water heater died the night before Thanksgiving. Squeezed us in at 7am.
Took a day longer than quoted but they kept me posted the whole way.
Tech showed up outside the window and I had already left for work.
Everything in one inbox
Every review a accounting firm has ever received, imported on connection, with anything unanswered or below three stars pushed to the top where you will actually see it.
What a accounting firm gets
Questions from accountants
Can we send all our review requests after tax season?
You can, but asking soon after each return is filed tends to work better, while the work is fresh in the client’s mind.
Are there professional rules about this?
Professional bodies have rules about advertising and confidentiality, and this is not professional advice. Asking for honest reviews is generally fine. Keep replies free of client details.
Your Rep starts with a reply
Built for a accounting firm.
$199 a month, cancel any time. Nothing posts to your Google profile until you say so.