Reviews and referrals for accounting firms.
Asked after year end, not during it.
Accounting enquiries are seasonal and arrive in a rush, usually tied to a deadline. The firm is at its busiest at exactly the moment the most prospective clients are looking, which is why enquiries from March onward tend to go unanswered. Asking manually means asking occasionally, and usually only after the jobs that went unusually well. That produces fewer reviews than you have earned and a skewed picture of the work you do.
What it covers for
accountants and bookkeeping practices
Software that asks for the review at the moment the customer is happiest, so your next enquiries cost you nothing to generate.
- Asked at the right moment after the job, every time
- Happy customers pointed at a public review
- Unhappy ones routed to you first, privately
- Referrals asked for separately from reviews
- Nothing depends on anybody remembering
- Which jobs generate reviews, tracked
Built around how accountants and bookkeeping practices work
Reviews are the cheapest lead source any local business has and the most inconsistently collected. The window is short, it closes within a day or two of the job finishing, and that is exactly when your team has moved on to the next one.
- Enquiries answered during the busy season
- Business clients separated from individual returns
- Onboarding information gathered before the first meeting
- Existing client questions kept separate from new work
Alongside the systems you already use, or instead of them.
We build around your own enquiry flow, as a web app and an iOS and Android app, on our own post-trained models where they fit. Keep the CRM and the job management software you use today and connect the two, or let the new tool take their place. We do not buy or sell leads, and we do not run a marketplace.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
More for accountants and bookkeeping practices
- Lead response time for accounting firms
- Missed calls for accounting firms
- Lead qualification for accounting firms
- After hours enquiries for accounting firms
- Quote follow up for accounting firms
- Website enquiries for accounting firms
- Lead routing for accounting firms
- CRM data entry for accounting firms
- Review and referral automation for every industry
- Lead software for accountants and bookkeeping practices
Straight answers
Is automated review collection allowed?
Asking every customer the same way is fine and is what the platforms want. What is not allowed is filtering who gets asked based on how happy they are, and we do not build it that way.
What about negative feedback?
It reaches you directly and quickly, which is more useful than it appearing in public first. Nobody is blocked from leaving a public review either way.
Can it tell a business client from an individual?
Yes, and for most firms that is the single most valuable split, because they represent very different amounts of work and revenue.
Can it collect onboarding information?
Yes, and this is often where it pays for itself. The structure, the entities, the software they use and the year end can all be gathered before anybody meets.
What about existing clients?
They are routed differently. An existing client with a question should not be treated like a new enquiry, and that is a rule we build in early.
Talk to us about your enquiries
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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.
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