Spokk for accounting firms
Let your clients tell the next one why they trust you
People choose an accountant on trust, and they look for it in reviews. After each return or engagement, Spokk asks every client how it went, sends every answer to you, and invites every one of them to review your firm on Google with a draft written from their own words.
- 14-day free trial
- No credit card
- 60-day money-back guarantee
Next day, 10:00 AM
Hi James, thanks for choosing Clearview Accounting this year. How did we do? spokk.io/f/k2Rm7a Reply STOP to opt out
Feedback received
Clearview Accounting made a stressful year simple. They always answered my emails the same day, explained everything in plain English and had everything done well before the deadline.
Feedback received
Clearview Accounting made a stressful year simple. They always answered my emails the same day, explained everything in plain English and had everything done well before the deadline.
How it works
What happens after every engagement
Clients only see you a few times a year, so each engagement is your chance to earn a review. Asking every client when the work is delivered turns quiet satisfaction into visible trust.
- Step 1
When the work is delivered
The engagement goes into Spokk
Add the client when their return is filed or the engagement closes, upload a list after a busy week, or send them from your CRM through HubSpot, GoHighLevel, Zoho or our API.
- Step 2
The next day
Spokk asks how it went
A text or email with a short form. If they don't answer, one reminder follows the next day.
- Step 3
Right after they answer
They are invited to review you
Every client gets the same Google review invitation, with a draft written from their own feedback.
- Step 4
In the weeks after
Clients come back
Clients who feel looked after come back every year and recommend you to the people they know.
When to ask an accounting client
The day after the return is filed or the engagement is delivered, not in the middle of it. In tax season, upload the week's filed returns on Friday and every client is asked the following week. Set how long Spokk waits before asking the same client again so annual clients hear from you once a year.
The texts
Short, friendly texts your clients will actually open
A short, professional text or email from your firm's name with a link to a one-minute form. Nothing about the client's finances, ever.
- Every text carries your business name, so nobody wonders who it is from.
- Sent between 8am and 9pm in your time zone, unless you choose other hours.
- Opt-outs are handled for you: anyone who replies STOP is never texted again.
- Clients with no mobile number get the same messages by email.
Next day, 10:00 AM
Hi James, thanks for choosing Clearview Accounting this year. How did we do? spokk.io/f/k2Rm7a Reply STOP to opt out
Next day, 10:45 AM
Hi James, leave us a Google review: spokk.io/f/9pLw2c Reply STOP to opt out
3 weeks later
Hi James, know someone who'd love Clearview Accounting? Share your referral: spokk.io/f/Hq4xVt Reply STOP to opt out
Feedback
Know how every client felt about the work
Clients rate your responsiveness, clarity and timeliness, the things that decide whether they stay with you next year.
Questions you could ask
- How was working with us overall?
- Did we respond quickly when you needed us?
- Did we explain things clearly?
- Did we meet your deadlines?
- Would you recommend us to a friend or colleague?
Star ratings, a comment box and up to ten questions of your own. You choose what appears.
Clearview Accounting
How was your visit?
Personal tax return
Every answer reaches you straight away
Every answer reaches the partner or office by email straight away. A client who felt left waiting gets a call before they think about switching firms, and they still get the same review invitation as everyone else.
New feedback for Clearview Accounting
To you and your managers
Andrew P.
Return was right in the end, but I had to chase twice for an update in March.
Google reviews
Reviews that answer "can I trust them with my money?"
Spokk invites every client after their feedback with a draft built from what they wrote, so your reviews talk about responsiveness, clarity and peace of mind.
- Every client gets the same invitation, whatever they rated. Asking only happy clients is review gating, which Google does not allow.
- The draft only uses what they told you, and they can change any of it.
- They post it themselves, from their own Google account. Spokk never posts reviews for anyone.
- Once you confirm a client has left a Google review, Spokk stops asking them.
Thanks for your feedback
We've drafted a review from your feedback. Tap it to change anything before you post.
Review draft for Clearview Accounting
Clearview Accounting made a stressful year simple. They always answered my emails the same day, explained everything in plain English and had everything done well before the deadline.
They post it themselves, from their own Google account.
41%
of consumers always read reviews before choosing a local business, up from 29% the year before.
BrightLocal Local Consumer Review Survey, 2026
What Spokk has measured so far
1.4x
more customers click through to Google when the request includes an AI-written draft
1 in 3
feedback responses click through to the Google review page
4.5★
average across 14,000+ customer ratings collected on Spokk
Spokk platform data, November 2025 to June 2026 (2,156 feedback responses; 14,007 ratings all time). These are click-throughs to Google, not counted reviews.
Karen W.
Finally an accountant who explains things without jargon.
Suggested reply
Thank you, Karen. We are glad it all made sense. We look forward to working with you again next year.
Reply to every review in a minute
Connect your Google Business Profile and every review appears in Spokk, old and new. Spokk suggests a reply that fits what the reviewer said, you edit it if you like, and post it without opening Google.
Keep replies general: never confirm someone is a client or mention their return, even if they did. Spokk suggests short, general replies, and you approve every one.
See it live
Try it the way your clients will
This is a real Spokk form, exactly what your customer sees on their phone after a visit. Rate a pretend visit and see the review Spokk writes from your answer. It takes about 30 seconds.
- 1Pick a form and give the visit a few stars.
- 2Write a line about it, or skip that.
- 3Watch the review draft appear, ready to copy.
It is a demo business, so try anything. Your own form carries your name, logo, colours and questions.
Retention
Keep clients every year, and earn their referrals
An accounting client can stay with you for decades. These help them feel looked after.
Client testimonials
Clients can write a testimonial or record a short video, and you show it on your website, with their permission.
About testimonialsAccountant ratings
Clients can rate the accountant or bookkeeper they worked with. You see each rating on the response and in your export.
About staff ratingsFollow-ups that run themselves
The request, one reminder and the review invitation go out after each engagement, without anyone remembering to send them.
About automationIn your dashboard
Every engagement, every answer, in one place
See how many clients were asked, how many answered, what they said and how many Google reviews followed, for every location.
Setup
Getting engagements into Spokk
Add clients one at a time, by the week in tax season, or from your CRM.
One client at a time
Add the client in the staff portal when their work is delivered.
A week of filed returns
Upload a spreadsheet of clients whose returns were filed this week, and Spokk asks them all.
Your CRM
If your CRM or practice software can reach HubSpot, GoHighLevel, Zoho or our API, finished engagements flow in on their own.
Good to know for accounting firms
Never mention a client's return in a reply
Tax preparers are restricted from disclosing tax return information without the client's consent (Internal Revenue Code section 7216), and confidentiality applies to accountants generally. Reply in general terms only, and never confirm details someone mentions about their own return.
Check your rules before paying for referrals
Referral fees can come with disclosure duties under the AICPA Code of Professional Conduct and your state board's rules. Spokk's setup for accounting firms uses testimonials and reviews, not referral rewards, unless you choose otherwise.
Pricing
Simple pricing, with nothing to lose
One price for the whole business. Sign up free for 14 days, and if you stay, your first 60 days are covered by a full money-back guarantee.
Spokk, for your whole business
From$149/month
Billed monthly, no contract. Your price depends on the features you choose and how many customers you serve each month.
- Free for 14 days
- No credit card
- Cancel any time
Included at every price
- One price for the firm, however many partners, staff and offices, starting at $149 a month with no contract.
- Unlimited locations and team members, so a second site does not double your bill.
- Need a feature or a connection to software you already use? If it is within our ability, we build it at no extra cost.
Comparing tools? See how Spokk compares →
60days
60-day money-back guarantee
Use Spokk with your real customers. If it is not right for your business, tell us within 60 days of your first payment and we refund what you paid, in full. No forms and no hoops.
- Full refund of what you paid
- Just ask by email or on a call
- No contract on monthly plans
- Cancel any time in settings
We would rather earn your business every month than hold you to a contract. If Spokk is not paying for itself, you should not be paying for Spokk.
We shape Spokk around your business
Tell us how you work and we set Spokk up to match: your wording, your questions, your timing. Need a feature it does not have yet, or a connection to software you already use? If it is within our ability, we build it for you at no extra cost.
- Your texts, forms, questions and timing, set up with you on a call
- Custom features built for you, if it is within our ability
- Connections to the tools you already use, built if we do not have them yet
- A real person who keeps adjusting it until it fits
We are flexible. If something does not fit how your business works, tell us and we change it, and we keep working with you until you are happy.
Updates and new features are included too, as you would expect.
14-day free trial, no credit card. Talk to a real person any time.
FAQ
Questions accounting firms ask
How do accounting firms get more Google reviews?
Is it appropriate for an accounting firm to ask for reviews?
Can we ask clients by email instead of text?
Can we ask all of this week's filed returns at once?
How much does Spokk cost for an accounting firm?
Hear from every client after every return
Sign up free and ask this week's clients how it went.
14-day free trial. No credit card needed. 60-day money-back guarantee.