Survey Data You Can Defend
If you share NPS or client-satisfaction metrics in your firm's marketing or partner-track reviews, the data has to hold up. CAPTCHA, SSL encryption, and Swiss data hosting keep every response verifiable.
Send via the Channels Your Clients Use
Send the survey by email after engagement close, embed it on the client portal, or include the link in the annual relationship review. Mailpro's sharing options support every touchpoint a firm uses to stay close to clients.
Survey Ideas for Accounting Firms
Post-Engagement Client Survey
Sent after each engagement closes — service rating, partner feedback, timing satisfaction, would-recommend score. Builds an evidence base for fee-justification conversations.
Annual Client Relationship Survey
Once-a-year deep dive — service satisfaction, fee perception, awareness of other firm services, intent to expand the relationship.
Net Promoter Score (NPS) Survey
One question, tracked quarterly — the simplest leading indicator of firm retention and growth health.
Lost-Client Exit Survey
Why did they switch? Honest answers from departing clients reveal patterns you can't see from inside the firm.
Staff Pulse Survey
Quarterly, anonymous — catch retention risks in your team before resignation letters arrive at the partner's desk.
