Automated Review Collection

Your Best Clients Already Want to Recommend You.

Make It Easy for Them.

SmartFirm's automated review collection surveys client satisfaction and collects Google reviews from your happiest clients. Set it up once, and let your reputation grow on autopilot.

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48 hrs

from setup to live reviews

0

hours of ongoing staff effort

100%

automated after go-live

Google

Business Profile focused

The Challenge

The Reviews Problem Every Firm Knows But Nobody Solves

Your firm delivers excellent work. But when a prospective client searches for an accountant and sees your competitor with 47 reviews next to your 6, they choose the other firm. Not because they are better. Because they look more established.

The problem is not quality of service. The problem is that no one has built you a system to turn satisfied clients into visible proof.

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Invisible online presence

Your Google profile does not reflect the quality of work your firm delivers every day. Learn how automated review generation for CPAs can change that.

The awkward ask

Requesting reviews from clients feels uncomfortable and always falls off the to-do list.

Losing to competitors

Firms with more reviews consistently win the local search traffic your firm deserves.

Manual follow-up fails

One-off email requests get ignored. Without a system, review collection simply does not happen.

How It Works

Review Collection That Runs Itself

Three steps. One setup. Reviews flowing to your Google Business Profile on autopilot.

1

Connect

We configure the system to work with your existing tools and client list. Setup typically takes about 48 hours including testing.

2

Survey and Automate

The system sends a brief satisfaction check to clients after key interactions, identifies optimal timing, and prepares personalized review requests.

3

Collect

Reviews flow directly to your Google Business Profile. Clients with concerns are routed to your team privately first, so you can address issues before they go public.

Why It Matters

What Changes When Reviews Run on Autopilot

Higher Local Search Visibility

Firms with consistent recent reviews tend to rank higher in Google Maps and local pack results. More visibility means more qualified prospects finding your firm first.

Stronger First Impression

Prospective clients check reviews before they ever call. A steady stream of positive reviews builds trust before the first conversation even happens.

Zero Staff Time After Setup

No reminders on sticky notes. No awkward asks. The system handles everything.

Works With Your Existing Tools

Configured to integrate with the tools your team already uses.

Built for Accounting Firms

Timing, messaging, and workflows designed for the accounting client relationship.

Satisfaction Screening Built In

Unhappy clients reach your team privately, protecting your public reputation.

Reputation Protection

Smart Routing Keeps You in Control

The system does not just collect reviews. It protects your firm by screening client sentiment first.

Happy Clients

Clients who report a positive experience receive a personalized, low-friction prompt to share their review on your Google Business Profile.

Directed to Google review

Concerned Clients

Clients who express concerns are routed privately to your team. You get the chance to address their feedback directly before anything goes public.

Routed privately to your team
Google Business Profile
| Built for accounting firms

Common Questions

Frequently Asked Questions

How long does setup take?
Typically about 48 hours from start to live, including testing and configuration with your team.
Do my staff need to do anything ongoing?
No. Once the system is live, it runs automatically. You can review activity in your dashboard anytime, but no action is required.
Will clients find the messages intrusive?
No. The system uses smart timing and professional messaging. Clients who are not a good fit simply do not receive a request.
Which review platform does it target?
The system focuses on Google Business Profile reviews, which are the most impactful for local search visibility and the platform prospective clients check most often when evaluating accounting firms.
What if a client has a concern?
The built-in satisfaction survey identifies clients who may have concerns and routes their feedback to your team privately, giving you the opportunity to address issues before they become public reviews.
How do I get more Google reviews for my accounting firm?
The most effective approach is a systematic review collection process. Rather than relying on staff to remember to ask, automated review requests sent after positive client interactions consistently produce higher volume and better timing. The key factors are: asking at the right moment, making it easy for clients to leave a review, and maintaining a steady cadence rather than occasional bursts.
What is online reputation management for CPAs?
Online reputation management for CPAs includes monitoring your firm's Google Business Profile, collecting new reviews consistently, responding to all reviews (positive and negative), and ensuring your online presence accurately reflects the quality of your work. For most accounting firms, Google reviews are the highest-impact element because prospective clients check reviews before making contact.
How many Google reviews does an accounting firm need?
There is no universal number, but research suggests that firms with 25 or more recent reviews tend to appear more prominently in local search results. More important than total count is recency and consistency. A firm with 15 reviews from the last 6 months typically outperforms a firm with 50 reviews that stopped coming in a year ago. The goal is a steady flow, not a one-time push.

Related Resources

Online reputation management · Automated review generation for CPAs · Client acquisition strategies

Get Started

Start Collecting Reviews This Week

Book a 15-minute walkthrough and we will show you exactly how SmartFirm's automated review collection works for firms like yours. No pressure, no pitch deck. Just a clear look at what changes when review collection runs itself.

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