For tax accountancy firms

Learn why clients stay — before one of them leaves

An annual client survey with an NPS question and open answers shows you where your firm shines and where it grinds. Set up in an hour, sent to all clients via one link.

Start your survey
Which questions?

1×/Jahr is enough to spot dissatisfaction before it becomes a termination

How do you know how satisfied your clients are?

The termination arrives without warning

Years without a word of criticism — then the termination letter with power of attorney for the new firm. You never learn the real reasons, and the same thing happens with the next client.

Clients do not criticise to your face

At the annual meeting everything is "fine, thanks" — nobody tells you their honest view on availability, response times or fee transparency in person. It lands with their acquaintances or in a Google review instead.

No benchmark across the years

Even when feedback arrives, it is anecdotal: a compliment here, a sigh there. Without a recurring survey on a fixed scale you cannot see whether satisfaction is rising or tipping — say, after a staff change.

How to build the feedback channel

  1. 1

    Set up the survey in an hour

    NPS question ("How likely are you to recommend our firm?"), satisfaction scales on availability, clarity and deadline reliability, plus two open questions: what should we keep, what should we change? AI generation drafts it in 30 seconds.

  2. 2

    Clients answer anonymously in five minutes

    One link in your annual e-mail, one question per screen, on the phone too. Because the survey can be anonymous, the honest opinion arrives — including the one nobody says to your face.

  3. 3

    You see patterns instead of anecdotes

    All responses collected in the dashboard: NPS distribution, scale averages, open answers to read through. Repeat the survey yearly and you see trends — and can steer before the termination letter arrives.

Built for honest client feedback

NPS & scale questions

0-10 scales and rating questions — comparable across years and client groups.

Open text questions

The biggest insights hide in free text: what should we change? The answer lives here.

Conditional logic

Low ratings automatically trigger "what exactly bothered you?" — praise triggers the referral question.

Anonymity possible

Without a name field clients dare honest criticism — giving a name stays optional.

Your own branding (Pro)

Your firm's logo and colours — the survey looks of a piece with your brand.

Hosted in Germany

Client feedback stays GDPR-compliant on German servers — with an Art. 28 DPA.

Cheaper than a single lost client

Free for your first survey (3 forms, 100 responses/month). Pro for the running firm: unlimited forms, your own branding — €12/month, €9/month billed yearly.

Free

3 forms, 250 responses/month

Pro

Unlimited, 10,000 responses/month, AI included

View all plans

Questions on client surveys

Which questions belong in a client survey?
Proven: one NPS question as anchor, four to six scale questions on the touchpoints (availability, response time, clarity of explanations, deadline reliability, fee transparency) and two open questions — "what should we keep?" and "what would you wish were different?". More than ten questions hurt response rates.
Do clients actually respond to such a survey?
Yes, if three things are right: short (under five minutes), anonymity possible, and announced personally — say, in the year-end e-mail with a line that the firm genuinely wants to improve. Clients who have been with you for years are happy to give feedback; they have simply never been asked.
Should the survey be anonymous?
Recommendation: anonymous by default, with an optional name field at the end ("may we follow up with you?"). Anonymity surfaces honest criticism; the optional field catches clients who want a specific issue discussed. Both work in one form.
Is my clients' feedback stored GDPR-compliantly?
Yes — Questee hosts exclusively in Germany, transfers encrypted and provides the Art. 28 GDPR DPA. Precisely as a firm bound by statutory confidentiality you do not want client statements sitting in a US cloud — here they stay on German servers.
Why not just use Google Forms?
Google Forms is free — but your clients' answers then sit with Google, without DPA clarity for your privacy policy, and the survey looks like Google, not like your firm. Questee provides German hosting, a DPA, your branding and branching logic (follow-up on poor ratings) that Google Forms cannot match.
When is the best time for the survey?
After filing season, while the year's collaboration is fresh in memory — for many firms late summer or autumn. The month matters less than the repetition: same time, same questions, every year. Only then do the numbers become comparable.
What do I do with critical answers?
Collect first, then cluster: if availability or response time appears three times, it is a process issue, not a one-off. Then tell all clients what you are changing ("you said we reply too slowly — from now on: response within 24 hours"). That closes the loop and makes the next survey more credible.

Ask your clients before the next firm does

Set up the survey, send the link, spot the patterns. Start free, no contract.

Create your survey now