Accounting Firm Client Feedback Form

Why Client Feedback Matters for Accounting Firms

For accounting firms, client satisfaction directly impacts retention, referrals, and reputation. Whether you're a boutique CPA practice or a mid-sized accounting firm, understanding how clients perceive your tax preparation accuracy, advisor accessibility, and fee transparency is essential to delivering exceptional service and building long-term relationships.

This Accounting Firm Client Feedback Form template helps you systematically gather insights from your clients about their experience working with your firm. Instead of guessing what's working and what needs improvement, you'll get direct, actionable feedback that can shape your service delivery, communication practices, and pricing strategies.

What This Template Covers

This comprehensive feedback form is designed specifically for accounting and tax professionals who want to understand the client experience across key touchpoints:

• Tax preparation accuracy and quality: Assess how confident clients feel about the accuracy of their returns and the thoroughness of your work
• Advisor accessibility and responsiveness: Measure how easy it is for clients to reach their dedicated advisor and get timely responses
• Fee transparency and value: Understand client perceptions around pricing clarity and whether they feel they're receiving good value
• Communication and explanation quality: Evaluate how well your team explains complex tax concepts and keeps clients informed
• Overall satisfaction and likelihood to recommend: Capture NPS-style metrics and identify your promoters

The template uses a mix of rating scales, multiple-choice questions, and open-ended feedback fields to give you both quantitative scores and qualitative insights you can act on.

Perfect for Accounting Professionals and Tax Preparers

This form template is ideal for:

• CPAs and certified public accountants who want to improve client relationships and service delivery
• Tax preparation firms looking to measure accuracy perceptions and seasonal service quality
• Accounting firm partners and managers who need client feedback data for practice improvement
• Bookkeeping and accounting services that want to understand client satisfaction across ongoing engagements
• Financial advisors who also provide tax services and want integrated feedback

Whether you send this form after tax season, quarterly, or as part of an annual client review process, you'll gain valuable insights that help you refine your practice and demonstrate your commitment to client-centered service.

How Paperform Makes Client Feedback Easy

With Paperform, you can customize this template to match your firm's branding and collect feedback in a way that feels professional and trustworthy. The form adapts beautifully to any device, so clients can respond on their phone during their commute or from their desktop at home.

Key features that make this template powerful:

• Conditional logic lets you ask follow-up questions only when relevant (for example, if someone rates accessibility poorly, you can ask what specific improvements they'd like to see)
• Custom themes and branding ensure the form looks like a natural extension of your firm's website and client portal
• Integration with your CRM and project tools means feedback flows directly into HubSpot, Salesforce, Airtable, or wherever you track client relationships—no manual data entry
• Email notifications can alert partners or account managers when feedback comes in, so you can respond quickly to concerns
• AI Insights can automatically summarize dozens or hundreds of responses into clear themes, helping you spot patterns and prioritize improvements across your client base

Turn Feedback Into Better Client Relationships

Great accounting firms don't just prepare accurate returns—they build trust through transparent communication, accessible expertise, and fair pricing. This feedback form helps you measure and improve on all three, turning satisfied clients into long-term partners and enthusiastic referrals.

After clients submit their feedback, you can use Stepper (stepper.io) to automate your follow-up workflows. For instance, you might:

• Send a personalized thank-you email from the client's primary advisor
• Route negative feedback to a partner for direct follow-up within 24 hours
• Add promoters (high NPS scores) to a "referral program" list in your CRM
• Update client records with satisfaction scores and flag accounts that need attention

By connecting feedback collection to your client relationship workflows, you close the loop faster and show clients that their voice genuinely shapes how you serve them. And because everything's tracked and stored in Paperform, you can review feedback trends over time, benchmark performance by advisor or service line, and make data-driven decisions about where to invest in your practice.

Whether you're looking to boost client retention, improve your firm's reputation, or simply deliver better service, this Accounting Firm Client Feedback Form gives you the insights you need—without the hassle of clunky survey tools or spreadsheet juggling.