How to Get More Google Reviews for Accountants & CPAs
Turn satisfied clients into powerful advocates with strategic review requests that build credibility and attract premium clients.
No credit card required
When to Ask for Reviews
Timing is everything. Asking at the right moment dramatically increases your review conversion rate.
Best Moment to Ask
Right after delivering good news-a bigger tax refund than expected, strong year-end financials, successful audit, or money saved through strategic planning. When clients feel you've added real value, they're most eager to help you.
Worst Moment to Ask
During tax season when clients are stressed and rushed, when delivering a tax bill they weren't expecting, or during the initial consultation before they've experienced your expertise.
Post-Tax-Season "Thank You" Email Campaign
After tax deadlines pass, send a personalized thank-you email to every client whose return you filed. Thank them for their trust during the busy season, share one specific win from their return (refund amount, deduction you found, etc.), and include a review request. This capitalizes on relief and gratitude while the positive experience is fresh.
Most people see accountants as a necessary expense, not a value-add. But when you deliver tangible wins-tax savings, financial clarity, peace of mind-clients realize you're an investment. Asking for reviews at these "aha moments" reinforces your value and creates social proof that attracts clients who appreciate expertise.
Getting reviews is only half the battle.
Reply Champion responds to every review with personalized, on-brand AI responses and helps you get more reviews with built-in review request campaigns. Send, track, and grow your reputation from one dashboard.
Start your free trialCopy-Paste Scripts to Ask for Reviews
Use these word-for-word scripts to ask happy customers for reviews. Customize the [bracketed] details for your business.
In-Person Script
I'm really glad we could get you that [refund amount] refund this year, [Customer Name]. If you've been happy working with me and feel like I've saved you money or made your taxes less stressful, I'd really appreciate a quick Google review. It helps other business owners and families find a CPA they can trust. No pressure, but here's a card if you have a minute!
Email Script
Subject: Your [Year] tax return is filed, [Customer Name]!
Hi [Customer Name], Great news-your [Year] tax return is officially filed, and you're getting a refund of [refund amount]! (Or if applicable: we were able to minimize your tax liability to [amount] through [strategy].) I know tax season can be stressful, and I'm glad we could make it smooth for you. If you've been happy with my service and the way I handle your finances, I'd be incredibly grateful if you could share your experience in a quick Google review. Your feedback helps other professionals and families in [City] find an accountant they can trust: [Google Review Link] Thanks for being a valued client. I'm here year-round if you need anything. [Your Name], CPA [Business Name]
SMS / Text Script
Hi [Customer Name], your taxes are filed and you're getting back [refund amount]! 🎉 If you're happy with my work, I'd love a quick Google review: [Google Review Link]. Thanks for trusting me with your finances!
Who Should Ask
Lead CPA or Client Manager
Training Tip
Train your team to identify "value moments"-when a client learns about a big refund, savings from strategic planning, or successful audit results. Coach them to ask for reviews naturally: "Glad we could help! If you'd share your experience on Google, it really helps us." Make it conversational, not scripted.
Follow-Up Timing
Within 24-48 hours of delivering good news (tax return filed, refund confirmed, year-end results shared). If no response, send one follow-up email 5-7 days later during non-busy season.
Where to Place Review Reminders
Make it easy for customers to leave a review by placing reminders where they already look.
Physical Placements
Review cards with QR code
Professional cards handed to clients at the end of in-person meetings, especially after delivering tax returns or financial reports.
Office reception desk
Small acrylic sign on the reception desk: "Love working with us? Scan to leave a review!" with QR code prominently displayed.
Tax return cover letters
Include a review request on the cover letter or summary page you provide when delivering completed tax returns to clients.
Client folders and binders
Insert a review card or small flyer inside client folders/binders you give them during year-end reviews or tax meetings.
Digital Placements
Post-filing automated email
Automated email sent 1-2 days after tax return is filed, thanking client and requesting a review with direct Google link.
Year-end financial review follow-up
After delivering year-end financials or quarterly reports, send a follow-up email highlighting key wins and asking for feedback.
Email signature
All team members include a "Happy with our service? Leave a review!" link in their email signatures year-round.
Client portal dashboard
Add a "Rate your experience" prompt in your client portal after they download tax documents or view financial reports.
Get More Reviews. Respond Instantly.
Reply Champion helps you get more reviews with built-in review request campaigns, then responds to every review automatically with personalized, on-brand AI replies.
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Frequently Asked Questions
Everything you need to know about getting more Google reviews for your accountants & cpas business.