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すべてのテンプレート
Customer Experience

Accounting Firm Client Satisfaction Survey

Measures how clients rate your firm's advice quality, deadline reliability, fee transparency, and year-round value beyond tax season. Built for accounting and bookkeeping firms running annual or post-engagement check-ins, with an AI follow-up that digs into the specific interaction behind a client's satisfaction score instead of generic praise or complaints.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全12問・約7分
Q01
メッセージ

Thanks for being a client! We'd love your honest feedback on the advice, deadlines, fees, and overall value you've experienced with our firm. Your responses are completely confidential and anonymized. This will take about 5 minutes.

Q02
オピニオンスケール必須

How likely are you to recommend our firm to another business owner or individual looking for an accountant?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q03
マトリクス必須

How much do you agree with the following statements about the advice you've received?

4行 × 5列
  • Our recommendations are tailored to my specific situation, not generic
  • Our advice has helped me make better financial decisions
  • We explain things in a way I actually understand
  • We proactively flag issues before they become problems
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
評価スケール必須

Over the past year, how would you rate our reliability in meeting agreed deadlines (filings, deliverables, responses)?

範囲: 1 – 5
最小:Very unreliable最大:Very reliable
Q05
選択式必須

In the past year, were you ever surprised by a fee or charge from our firm that you hadn't anticipated?

  • Yes, more than once
  • Yes, once
  • No, never
  • Not sure
Q06
オピニオンスケール必須

How clear was our fee structure before work began, in terms of what you'd be charged and why?

スケール: 1 – 5
最小:Not clear at all最大:Extremely clear
Q07
選択式

Which year-round services (outside of tax season) have you used or would find valuable?

  • Quarterly financial check-ins
  • Proactive tax planning
  • Bookkeeping or payroll support
  • Business advisory / growth planning
  • Fast response to ad-hoc questions
Q08
ランク付け

Rank these in order of what matters most to you when choosing to stay with an accounting firm.

  1. Quality of advice
  2. Meeting deadlines
  3. Fee transparency
  4. Responsiveness
  5. Overall cost
  6. Year-round support
ドラッグして順位を付ける
Q09
AIインタビュー

Reconstruct the specific interaction behind the respondent's recommendation score: what recent project, filing, or conversation shaped their view, and what exactly happened. If the score was low or they flagged a fee surprise or deadline miss, probe what went wrong and what would have prevented it. If the score was high, probe what specifically they'd want the firm to keep doing, anchoring on a concrete example rather than general praise.

Q10
選択式

How long have you been a client of our firm?

  • Less than 1 year
  • 1-3 years
  • 4-7 years
  • More than 7 years
  • Prefer not to say
Q11
選択式

Which best describes the primary service you use us for?

  • Personal tax preparation
  • Small business accounting
  • Bookkeeping/payroll
  • Business advisory/consulting
  • Audit or assurance
  • Other
  • Prefer not to say
Q12
メッセージ

Thank you for the thoughtful feedback! Your responses go directly to firm leadership and help us fix recurring issues and improve how we serve clients like you year-round.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Includes dedicated fee-transparency questions (a multiple-choice on surprise fees plus an rating-scale on fee clarity before work began) — a specific accounting-firm pain point most generic templates skip entirely.
  • The AI follow-up interview step reconstructs the actual interaction behind a client's recommendation score, replacing generic 'why did you rate us this way' text boxes with adaptive, context-aware follow-up.
  • A ranking question surfaces what clients value most when deciding whether to stay with an accounting/bookkeeping firm, going beyond a single satisfaction number.
  • Questions are built specifically around accounting-firm realities — deadline reliability, year-round services beyond tax season, and tenure/service-type segmentation — not adapted from a generic professional-services template.

Jotform

Law Firm Client Satisfaction Survey Form Template

A fielding-ready static form template, but built for law firms rather than accounting or bookkeeping practices, so questions around billing surprises, deadlines, and year-round services don't map directly. Useful as a drag-and-drop starting point if you're comfortable rewriting most of the question set for an accounting context.

優れている点

  • Ready-to-use, customizable form builder template
  • Likely includes standard satisfaction rating and comment fields
  • Easy to brand and deploy quickly via Jotform's editor

物足りない点

  • Written for law firm client relationships, not accounting-specific issues like fee transparency or deadline reliability
  • Static form with no adaptive AI follow-up on individual responses
  • No automated per-response quality scoring or auto-generated report

QuestionPro

Client Service Satisfaction Survey Template

A generic client service satisfaction template usable across many service industries, which makes it easy to adopt but light on accounting-specific detail. It's a fielding-ready survey, though it isn't tailored to the fee-transparency and deadline concerns that matter most to accounting clients.

優れている点

  • Broadly applicable across service businesses
  • Backed by an established enterprise survey platform with reporting dashboards
  • Customizable question library

物足りない点

  • Not tailored to accounting-firm specifics like fee surprises, deadline reliability, or year-round service usage
  • No adaptive AI interview to probe the reasoning behind a satisfaction score
  • No transparent, published prompt methodology behind any AI features

SurveySparrow

Real Estate Client Satisfaction Survey Template

A conversational, fielding-ready survey template, but built for real estate transactions rather than ongoing accounting relationships, so its question set (closing experience, agent responsiveness) doesn't transfer well to fee or deadline topics. Good example of SurveySparrow's chat-style UI rather than an accounting-relevant question bank.

優れている点

  • Conversational, chat-like survey format for higher completion rates
  • Mobile-friendly presentation
  • Quick to deploy off-the-shelf

物足りない点

  • Real estate-specific content doesn't address accounting concerns like fee transparency or deadline reliability
  • No adaptive AI follow-up interview tied to a client's specific score
  • No automated quality scoring or auto-generated report on responses

よくあるご質問

「Accounting Firm Client Satisfaction Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が12問含まれており、最初の設問は次のとおりです：「Thanks for being a client! We'd love your honest feedback on the advice, deadlines, fees, and overall value you've exper…」・「How likely are you to recommend our firm to another business owner or individual looking for an accountant?」・「How much do you agree with the following statements about the advice you've received?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、12問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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