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My CPA Firm Client Survey 2024
Provide clients with an opportunity to provide feedback after tax season.
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* Indicates required question
How would you rate your overall satisfaction with our products/services? (choose one option)
*
Very Dissatisfied
Dissatisfied
Neutral
Satisfied
Very Satisfied
What do you value the
most
about our partnership? (Choose one option)
*
Communication throughout tax season.
Knowledge of advanced tax regulations to save me the most money.
Quick turnaround, even with my late document submission.
Ability to look across my company and provide insights to maximize tax credits going forward.
That you can do both business and individual taxes.
Your top-notch team of professionals.
Guidance on credits I didn't know I could claim.
Are there any recent experiences with our company that you'd like to share, positive or negative?
*
Your answer
How well do our products/services meet your needs? (choose one option)
*
Very Dissatisfied
Dissatisfied
Neutral
Satisfied
Very Satisfied
What can we do to improve your experience with us? (choose up to 3 options)
*
More communication from the team.
Clear understanding of what the price includes and doesn't include.
Avoid extensions.
Share a tax planner to help me organize files.
eFiling options
When a refund is identified, cut a check that day.
Other:
How likely are you to recommend our products/services to a colleague or business associate? (slide the scale)
*
No Way
1
2
3
4
5
6
7
8
9
10
Highly Recommend
Are there any features or services you wish we offered? (check all that apply)
*
Payroll Services
Part-Time CFO Services
Bookkeeping Services
Advisory Services throughout the year
Tax Planning for Individuals
Key business accounting topic webinars.
Monthly emails with relevant tax tips and more
Financial Planning
Estate Planning
Other:
Required
How do you find our customer support and service responsiveness? (use the linear scale)
*
Poor
1
2
3
4
5
Excellent
What prompted you to choose us over our competitors? (choose all that apply)
*
Knowledge of my industry
Variety of services for my company
Price
Location (close to my home/office)
Virtual meeting options
Ability to explain complex topics in layman's terms
eFiling provide quick tax submission
Business and Individual Tax Services
Other:
Required
How did you hear about us? (choose all that apply)
*
Family / Friend
Social Media (Facebook, LinkedIn, Instagram)
Google Business Profile
Search Engine (Google, Bing, Duck Duck Go, etc.)
Recommendation from existing (retiring) CPA
Other:
Required
Optional: Your Name & Contact information (If you would like us to reach out to you, please complete this answer.)
Your answer
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