---
title: Accounting Firm Client Experience Survey Template | Paperform
description: Collect feedback on tax preparation, financial advice, communication and pricing with this professional accounting firm client satisfaction survey template. Customizable and easy to use.
url: "https://paperform.co/templates/accounting-firm-client-experience-survey"
type: static
generatedAt: "2026-03-31T00:47:30.222Z"
---

[← Back to free form templates](/templates/)    ![Accounting Firm Client Experience Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/accounting-firm-client-experience-survey.png)
    [Preview](https://_preview.paperform.co/ai-template/accounting-firm-client-experience-survey) [Use this template for free](/create?ai-template=accounting-firm-client-experience-survey)    [Surveys & Questionnaires](/templates/category/surveys/)[Feedback & Evaluation Forms](/templates/category/feedback/) [Consulting](/templates/industry/consulting/)[Business](/templates/industry/business/)[Finance](/templates/industry/finance/) [Small Business Owner](/templates/role/small-business-owner/)[Consultant](/templates/role/consultant/)[Accountant](/templates/role/accountant/)[Financial Advisor](/templates/role/financial-advisor/)     About this free form template
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](https://stepper.io), 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.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
 ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg)
 ![G2 - 4.8 out of 5](/images/g2-st.jpg)
  [Try Paperform free now](/register)
## More templates like this
  [![Accounting Firm Client Feedback Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/accounting-firm-client-feedback-form.png)

### Accounting Firm Client Feedback Form

Collect valuable client feedback on tax preparation accuracy, advisor accessibility, fee transparency, and overall service quality at your accounting firm.](/templates/accounting-firm-client-feedback-form/)
[![Tax Preparation Service Evaluation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/tax-preparation-service-evaluation-form.png)

### Tax Preparation Service Evaluation Form

Evaluate your tax preparation service provider with detailed feedback on refund optimization, audit support quality, filing accuracy, and deadline adherence.](/templates/tax-preparation-service-evaluation-form/)
[![Bookkeeping Service Client Satisfaction Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/bookkeeping-service-client-satisfaction-survey.png)

### Bookkeeping Service Client Satisfaction Survey

Gather comprehensive feedback on your bookkeeping services, including accuracy, timeliness, and the quality of financial insights provided to clients.](/templates/bookkeeping-service-client-satisfaction-survey/)
[![Executive Search Firm Client Satisfaction Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/executive-search-firm-client-satisfaction-survey.png)

### Executive Search Firm Client Satisfaction Survey

Measure client satisfaction with your executive search services, from candidate quality and search timeline to communication and cultural fit accuracy. Perfect for recruitment agencies and search firms.](/templates/executive-search-firm-client-satisfaction-survey/)
[![Payroll Processing Service Feedback Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/payroll-processing-service-feedback-form.png)

### Payroll Processing Service Feedback Form

Gather detailed feedback on your payroll processing service including accuracy ratings, direct deposit reliability, tax filing support, and overall client satisfaction.](/templates/payroll-processing-service-feedback-form/)
[![Business Coaching Client Satisfaction Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/business-coaching-client-satisfaction-survey.png)

### Business Coaching Client Satisfaction Survey

Measure client satisfaction, track goal achievement, and evaluate ROI from your business coaching services with this comprehensive feedback survey.](/templates/business-coaching-client-satisfaction-survey/)
[![Employee Benefits Broker Client Satisfaction Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/employee-benefits-broker-client-satisfaction-survey.png)

### Employee Benefits Broker Client Satisfaction Survey

A comprehensive satisfaction survey for HR teams and business owners to evaluate their benefits broker's performance, including plan selection guidance, enrollment support, communication quality, and annual review effectiveness.](/templates/employee-benefits-broker-client-satisfaction-survey/)
[![Genealogy Research Service Client Satisfaction Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/genealogy-research-service-client-satisfaction-survey.png)

### Genealogy Research Service Client Satisfaction Survey

Measure client satisfaction with your genealogy research services including accuracy of findings, presentation quality, research depth, and ancestral storytelling.](/templates/genealogy-research-service-client-satisfaction-survey/)
[![Hypnotherapy Client Satisfaction Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/hypnotherapy-client-satisfaction-survey.png)

### Hypnotherapy Client Satisfaction Survey

A comprehensive satisfaction survey for hypnotherapy clients to evaluate session comfort, suggestion receptiveness, habit change effectiveness, and therapist professionalism.](/templates/hypnotherapy-client-satisfaction-survey/)
[![Postpartum Doula Client Satisfaction Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/postpartum-doula-client-satisfaction-survey.png)

### Postpartum Doula Client Satisfaction Survey

Gather comprehensive feedback from postpartum families on doula services including recovery support, newborn care guidance, household assistance, and emotional wellbeing during the transition period.](/templates/postpartum-doula-client-satisfaction-survey/)
[![Printing Service Customer Feedback Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/printing-service-customer-feedback-survey.png)

### Printing Service Customer Feedback Survey

Gather valuable feedback on print quality, color accuracy, turnaround time, and customer service to help improve your printing services and customer satisfaction.](/templates/printing-service-customer-feedback-survey/)
[![Business Credit Card Focus Group Recruitment](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/business-credit-card-focus-group-recruitment.png)

### Business Credit Card Focus Group Recruitment

Screen and recruit small business owners for a focus group on business credit card preferences, spending habits, rewards programs, and expense management needs.](/templates/business-credit-card-focus-group-recruitment/)