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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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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

12 questions · ~7 min
Q01
Message

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. This will take about 5 minutes.

Q02
Opinion ScaleRequired

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

Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q03
MatrixRequired

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

4 rows × 5 columns
  • 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
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
Rating ScaleRequired

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

Range: 1 – 5
Min:Very unreliableMax:Very reliable
Q05
Multiple ChoiceRequired

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
Opinion ScaleRequired

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

Scale: 1 – 5
Min:Not clear at allMax:Extremely clear
Q07
Multiple Choice

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
Ranking

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
Drag to rank
Q09
AI Interview

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
Multiple Choice

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
Multiple Choice

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
Message

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.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • 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.

What it does well

  • 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

Where it falls short

  • 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.

What it does well

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

Where it falls short

  • 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.

What it does well

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

Where it falls short

  • 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

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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