Review & Referral Request Scripts for Accountants
In the accounting world, trust is your most valuable asset. Since clients are trusting you with their life savings and IRS compliance, a strong library of 5-star reviews and word-of-mouth referrals is the difference between a struggling practice and a fully booked firm.
Post-Tax Season Google Review Request
Use this script right after you successfully file an individual return ($200-$500) and the client is relieved.
Hi [Client Name], I am so glad we got your tax return filed on time and found those extra deductions. Since most people find their tax pro through Google, would you mind taking 60 seconds to leave us a review? It really helps other local taxpayers find a reliable partner they can trust. I will text you the direct link right now to make it easy!
Tips for this scenario
- -Ask during the 'relief window' immediately after they sign their 1040 form.
- -Mention a specific win, like a deduction you found, to prime them for a positive review.
Common Mistakes to Avoid
Pro Tips
- 1.Put your Google Review link in your 'File Upload' confirmation email so they see it at the peak of their relief.
- 2.During the tax season rush, use SkipCalls to handle your phone lines so you can focus on spreadsheets without missing new $2,000 business leads.
- 3.Categorize your referral asks: Ask individuals for tax clients, and ask business owners for bookkeeping clients.
- 4.Always thank a client publicly and privately when a referral they sent you signs a contract.
- 5.Video reviews are powerful for accountants; ask your top 3 clients if they would record a 30-second 'testimonial' on their phone.
Frequently Asked Questions
Is it ethical for an accountant to ask for reviews?
Yes, it is common practice, though you should avoid 'paying' for positive reviews. Stick to asking for honest feedback and providing an easy link.
When is the best time to ask for a referral?
The best time is right after you've saved them money or solved a major headache, such as resolving an IRS notice or finishing a complex year-end close.
How do I handle a review that mentions my fees are too high?
Reply by emphasizing the value and accuracy you provide. Mention that proper tax planning often saves clients significantly more than the cost of the filing fee.
What should I do if a client leaves a review on the wrong platform?
Thank them regardless, but gently mention that Google reviews help your local visibility the most and ask if they would mind 'copy-pasting' it there.
Don't Let Tax Season Deadlines Kill Your Client Growth
While you are deep in audit prep and tax returns, SkipCalls ensures you never miss a new client inquiry or a referral call. Get a 24/7 AI receptionist for your accounting firm for just $19.99/month.
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