1. Templates
  2. Finance
  3. Accountancy & Bookkeeping
  4. Client Feedback Form

Client Feedback Form

Gather client feedback on your accounting service — their rating, why, and what to improve — so you keep clients and referrals.

Description

A client feedback form gives your accounting or bookkeeping clients a quick way to tell you how you’re doing. In a profession built on trust and long relationships, that honest read is invaluable — it shows whether clients feel well looked after, flags anyone at risk of leaving, and surfaces the improvements that keep your practice growing by referral.

It asks clients to rate their experience and tell you why, whether they’d recommend you, and what improvements they’d like to see. An optional name keeps it easy to complete, so you hear from more clients — including the quieter ones who’d never volunteer feedback unprompted.

Customize the questions to match your practice, restyle it in your brand colors, and embed it on your site or an email so feedback arrives easily.

Form fields

Everything the Client Feedback Form above collects — 5 fields, so you can see exactly what it captures before you make it your own.

We Value Your Feedback

  • How would you rate your experience?

    Short Answer Icon
    Short Answer
  • Tell us why you chose this rating

    Long Answer Icon
    Long Answer
  • Would you recommend us to others?

    Yes/No Icon
    Yes/No
  • Any improvements you'd like to see?

    Short Answer Icon
    Short Answer
  • Your name (optional)

    Name Icon
    Name
Use Template Arrow Right Icon

Template FAQs

Common questions about the Client Feedback Form — what it captures, when to use it, and how to make it your own.

What is a client feedback form?

It’s a form accounting and bookkeeping firms send clients to gauge satisfaction. It captures a rating, the reasons behind it, and any improvements they’d like, so you learn whether clients feel well served and can act before a quiet dissatisfaction becomes a lost client.

What does the form ask?

How clients would rate their experience and why, whether they’d recommend you, and any improvements they’d like to see. An optional name keeps it quick to complete, so more clients respond — including the quieter ones who rarely give feedback unprompted.

When should you send it?

After a key milestone — a year-end, a filing, a completed piece of work — or on a regular cadence. Asking at natural points captures an accurate impression while the work is fresh and shows clients you care how the relationship is going, not just the numbers.

Who is this form for?

Accountants, bookkeepers and financial practices that want to retain clients and grow by referral, and the clients giving feedback. It suits any firm that knows a happy client base is its best marketing and wants to measure that rather than assume it.

Why ask what could be improved?

Clients rarely complain to their accountant directly — they just quietly move on. Inviting improvement suggestions gives them a low-pressure way to raise what’s bothering them, so you can fix it and keep the relationship, rather than losing a client and never knowing why.

Is this feedback form free to use?

Yes — it’s free. Create a Fun Forms account, customize the questions to match your practice, restyle it to your brand, and embed it on your website or an email with no coding. Responses then collect in one place, ready to act on.