Review automation for accountants
A completed set of accounts, a clear explanation or a smooth onboarding can give a client something useful to say. Make asking part of your client routine, with branded requests and follow-up that fit around ongoing relationships.
No setup fee. Verify your email, choose a plan and add a card to start your trial.
Use Reviews on its own. No callback widget needed.
Ask after a completed piece of work or an agreed relationship review, once the client has had time to experience the service. Add the client manually or to your connected Sheet at that point.
Choose a point after the client has received the work and had an opportunity to discuss it. A year-end review or completed return can be a useful milestone; sending a document alone does not tell you whether the experience is finished.
Pick a considered relationship milestone, such as the first reporting period or an annual service review. Keep one agreed request moment in your process so bookkeeping clients are not asked after every routine contact.
Ask about the onboarding experience once access, handover and the first agreed work are complete. Keep the message about your service, without including financial details or making the outcome of the work part of the request.
Start with a personal, neutral message. Replace the example business name and choose the destination before sending.
Completing work in your accounting software does not itself send a request. Your team or a connected workflow must add the client, and review messages should not contain confidential financial information.
See request history, feedback and review-site clicks separately.
Choose a sensible cadence for the relationship rather than asking after every recurring task. Agree a milestone, review the request history and add clients when they are ready.
Yes. Choose your branded RoundRobin feedback page for written feedback and an optional voice note. Public review links remain available regardless of the rating; a response is not automatically posted to Google.
The supported starting points are individual dashboard requests and a connected Google Sheet. A practice system needs a workflow that puts ready clients into that process; a completed task is not an automatic trigger on its own.
Customers follow your chosen link to Google, Trustpilot or another configured destination, or leave feedback on your branded RoundRobin page. They choose their own rating and words. RoundRobin feedback is never automatically posted to another platform.
Track the request history, review-site clicks and feedback received in RoundRobin. A click to a public review site does not confirm a published review. For direct links, reminders stop after a click; eligibility and timing rules apply.
Set up Reviews, choose your destination and send an individual request. Add automation when your routine is ready.
No setup fee. Email verification, plan selection and a payment card start your trial. Initial review-request SMS messages accepted for sending use credits from your plan. See Pricing for current rules.
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