Simple Satisfaction Surveys for Accounting

You’re constantly pulled in a million different directions. One minute writing proposals and pitching new business, the next helping ensure your firm’s delivering to the loyal clients you already have. We get it. Inavero’s simple satisfaction surveys for accounting firms help improve service levels and simplify important steps to retaining and growing your existing clients, while differentiating in the marketplace to acquire new ones.

Hear What Your Clients Think

Pinpoint Service Wins and Issues

Get Fresh Testimonials

Identify Referral Prospects

Earn Best of Accounting® Award

Build Your Online Reputation

How Accounting Satisfaction Surveys Work

Our online survey uses the Net Promoter® Score methodology to easily deliver you client feedback, generate fresh testimonials and
referral prospects, pinpoint service issues and wins, and gives your firm the chance to earn the Best of Accounting Award for service
excellence all in one initiative.

Hear what your clients think

1. Send Your Online Survey

Intrigued to know how your firm is performing during tax season according to your
clients? Send your list of contacts to our team, and go! Our team of experts will take care
of the survey design, email invitation, and survey management.

Improve retention and account growth

2. Monitor Feedback and Take Action

Identify service-related issues in real-time. As your clients respond, you’ll get alerts when and where you want them. Drill down to see scores by clients, practice areas, and shareholders to track critical issues and hold your team accountable.

Identify new business opportunities

3. Generate Fresh Testimonials & Referral Prospects

Your happiest clients are asked to give you a testimonial. Additionally, from those
testimonials your clients become targeted referral prospects. On average, 60% of happy
survey respondents give testimonials through our survey software.

Differentiate yourself and close more new business

4. Qualify to the Earn Best of Accounting™ Award

Clients buy from winners! Earn the Best of Accounting Award for service excellence. Use
your firm’s satisfaction score to qualify you for this client service excellence award and
use it in your sales and marketing efforts.

Improve your online presence and reputation

5. Showcase Your Award and Build Your Online Reputation

BestofAccounting.com is the destination for finding accounting firms with the highest
quality services based on ratings provided by their clients.

— KAREN RASHID
Marketing Manager
RP&B CPAs

Read More Testimonials

Cris and Liz are great to work with! Liz answers every question so quickly (and
patiently)! The process was easy and smooth! Finally, the results are amazing and
watching them live is the best!”

— KAREN RASHID
Marketing Manager
RP&B CPAs

Read More Testimonials

Accounting Industry Partners

Get a Free Quote

Call 1-800-921-2640 or request a quote below to start surveying.

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We believe you'll be hooked once you see how simple Inavero's software really is.
Sign up for a live demo today.