Skip to main content
    SmartFirm - Marketing and Automation for Accounting Firms
    Back to all FAQs
    Referrals & Reviews

    How does the review request system know when to ask clients?

    Automated review request timing for CPAs works by integrating with your practice management software — detecting when a tax return is filed, project is closed, or bookkeeping cycle completes.

    We integrate with your practice management software to detect service completion triggers (tax return filed, advisory project closed, monthly bookkeeping completed). The system automatically sends review requests 2-3 days after completion—when satisfaction is highest.

    Related Questions

    Why is asking for referrals uncomfortable, and how can I avoid it?What's the conversion rate for referrals vs. other marketing channels?How do automated referral systems work without being pushy?

    Still have questions?

    Book a free strategy call to discuss your accounting firm's unique needs.

    Book a Free Call