FOR ACCOUNTING FIRMS
Turn Client Experience Into Your Accounting Service Advantage
Refine your firm's service experience with data-driven insights and excellent service quality—ensuring lasting client relationships and business development.
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Accounting companies who love ClearlyRated
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THE CHALLENGE
Clients need year-round attention, not just during peak periods or tax season.
Accounting firms tend to overlook client experience throughout the year, with gaps either in onboarding, communication, or service delivery. This leads to client dissatisfaction, missed opportunities, and even a poor first impression.
Biased feedback and limited data make it difficult for accounting firm leaders to spot overworked teams and underfunded departments, resulting in burnout, mistakes, and delays that put client satisfaction at risk.
case studies
Discover how Perkins & Co. has been voted the 'Most Admired Accounting Firm' for 11 years.
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How Perkins & Co Earned Best of Accounting for 10 Years
the solution
ClearlyRated’s accounting-specific solution enables firms to leverage data-driven insights to refine client interactions
Learn exactly what each client needs, proactively flag escalations, and use in-depth insights to offer targeted additional services to the right clients at the right time.
Use standardized methods to gauge client satisfaction levels
Strategically designed surveys that are customizable, powered by NPS and help you assess your firm’s health. Gather honest insights on specific service engagements and identify areas that will help improve project execution.
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Proactively address your client’s needs with real-time insights
Increase customer loyalty and retention by tackling issues appropriately, before they escalate. Learn how performance is across the board – each partner, practice area, location, etc. Identify where you excel and where you need to improve, both short term and long term.
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Showcase your service quality with verified client experiences
Let your customers do the talking for you
Turn your happy customers into the voices of your organization with public-ready testimonials that easily integrate with your social media channels. Give your marketing efforts an instant boost, get new leads and build your online reputation.
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Shine bright in a sea of competition
Get a competitive edge in the digital era by increasing your visibility online. 77% of ClearlyRated profile pages get listed on the first page of Google Search results. Add more credibility with live star ratings, testimonials and by getting listed in the ‘Best of Accounting’ lists.
AWARDS
A recognized service excellence program
Show prospects how important client experience is to you. Rooted in excellence, the ClearlyRated Best of Accounting award helps companies identify the top firms within their reach.
testimonials
Leading Accounting firm leaders trust ClearlyRated
“Before beginning our Net Promoter Score® (NPS) program with ClearlyRated in 2011, we merely guessed at our client experience (CX) ...
Make continuous improvement the new norm
ClearlyRated integrates with leading CRMs and top data management systems and is always on, helping you stay updated at all times.
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Always know where your clients stand with real-time updates
Track long-term patterns and make holistic changes with historical data
Automate survey distribution and reminderspp
Why leading accounting firms choose ClearlyRated
12+ years of service expertise
For over a decade, top accounting firms have trusted ClearlyRated to improve service quality, expand advisory opportunities, and benchmark their services against current and historical data.
Ensuring excellence through a trusted awards program
ClearlyRated’s ‘Best of Accounting’ award acts as a stamp of credibility and validation for accounting firms that offer the highest level of service expertise.
Driving growth with actionable, data-driven insights and benchmarks
Get a comprehensive performance analysis of top accounting firms and use specific benchmarking data to offer specialized services that set you apart.
Send out your first ClearyRated survey.
Gain a competitive edge with industry benchmarks and actionable, data-driven insights.
