The Importance of Client Satisfaction Surveys for Tax Accountants

With tax season over, it is the perfect time to send out a client survey. While the main goal is to pinpoint any areas that you may need to improve, you might also find out some important red flags before they become harmful.

Examples could be ex-employees stealing clients or finding opportunities to get clients back who missed this year's appointment and may have felt awkward asking to become a client again. Don't allow your client base to decay while letting your competition gain market share.


We recommend as a free/low-cost way to create and send an online survey through e-mail. The results are immediate and easy to analyze. If you are looking for a printed solution, ClientWhys has created two versions. One is the "Sorry we missed you" survey to send out to clients who did not keep their appointment this year. The other is our "Client Survey," which helps you gather information from your entire client base to gauge what areas should be improved.


By understanding what drives client satisfaction and loyalty, you are demonstrating a commitment to satisfaction by listening to your client base. With so many ways to reach out, there is no reason that you can't improve the services you provide or bring back clients that are waiting for the right opportunity to use your services again.

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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