AI for Accounting
How AI Gets Reviews for Accounting Firms
Accounting firms get reviews by asking in May — immediately after tax season ends, when clients have just received their returns and their satisfaction (or relief) is highest. AI sends the review request automatically to every client after their return is filed, to Google for search visibility and to professional directories for credibility.
May is the ideal month for accounting firm review requests. The tax season is complete; clients have their returns or their refunds; the relationship is active. An accounting firm that asks every client for a review in May converts a meaningful percentage into reviewers — and a firm that does this every year compounds its review advantage over competitors who don't ask.
The review request for accounting clients: 'Hi [Name] — glad we could get your [personal/corporate] return wrapped up for another year. If you have a few minutes, an honest Google review would mean a lot to us and help other people in [city] find a reliable accountant: [link].' The mention of city is deliberate — local search visibility is the goal.
For new clients who engaged for the first time this tax season, the review request is particularly valuable: a new client who had a smooth first experience and writes a positive review often mentions 'easy to work with', 'explained everything clearly', and 'responsive to questions' — the exact reassurances that convert other new clients who are researching accountants.
Common questions
For firms targeting business clients (corporate tax, business advisory), LinkedIn recommendations from business owners and CFOs carry significant professional credibility. For personal tax practices primarily serving individuals, Google is more important than LinkedIn. The decision depends on your client mix — if you serve both, request both on separate platforms.
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