Accounting Firm Client Experience Survey

Running a successful accounting practice means consistently delivering exceptional service—and that starts with listening to your clients. This Accounting Firm Client Experience Survey template helps you collect detailed, actionable feedback on everything from tax preparation accuracy to year-round support quality.

Built specifically for accountants, CPAs, bookkeepers and financial advisors, this survey covers the touchpoints that matter most to your clients: tax preparation satisfaction, financial advice quality, communication timeliness, pricing transparency, and ongoing support. Whether you're a solo practitioner or managing a multi-partner firm, gathering structured feedback helps you identify strengths, spot gaps and refine your client experience.

With Paperform's conditional logic and AI Insights, you can route different questions based on service type, then summarize hundreds of responses into clear trends and priorities—no spreadsheet juggling required. Responses sync seamlessly with your CRM or project tools via Stepper, so you can trigger follow-ups, flag at-risk accounts or celebrate promoters without lifting a finger.

This template is ideal for year-end reviews, quarterly check-ins, post-tax-season debriefs or onboarding feedback loops. Customize the questions, apply your firm's branding and embed the survey in email campaigns, client portals or your website. Professional, compliant and conversion-optimized, it's the smart way to turn client feedback into a competitive advantage.