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Ask clients for feedback after big projects

Clients get a short feedback request after a return or project, and the answers land in your practice management system.

Last verified October 11, 2026We may help you set these up. Tools don’t pay us for placement.
Hours back
0.5 to 1 hrs a week
Monthly cost
$0 to $20 a month
Setup
Moderate
Evidence
Seen in the field
FitsCPA firms

Worth it if

You don't hear from clients until something goes wrong.

Skip it if

You already survey clients and act on it.

What gets set up

A short request goes out after major projects or monthly, and responses flow into your practice management system. At an eight-person Scottsdale firm, the COO built this with Claude in four or five hours, connected to Karbon, replacing survey tools they couldn't justify. Happy clients can then get a link to your Google Business Profile.

Who’s done it

Real exampleTrade press

A firm's COO builds a client feedback app in an afternoon

High Rock Accounting's COO built an app that asks clients for feedback after big projects and feeds it into Karbon.

Use case estimate: 0.5 to 1 hrs a week ours, not theirs
More customers

What they did. Built the app with Claude Code and a Claude team account in four or five hours.

How it went. It replaced satisfaction and NPS programs the firm couldn't justify, and feedback comes in faster and cheaper.

Worth knowing. It collects private feedback, not public reviews.

Source: Journal of Accountancy · Aug 2026Read the original

Tools mentioned here

Listed alphabetically. Lowest plan that does this job, checked on each vendor’s own pricing page.

ToolWhat it does hereStarts atPrice checked
Claude ProHelps build the feedback request and app$17 a monthBilled annually ($20 billed monthly). Includes Projects.Oct 11, 2026
Google Business ProfileWhere happy clients can leave a public reviewFreeReply to reviews once your profile is verified.Oct 11, 2026
KarbonPractice management the responses feed into$59 a user a monthTeam plan billed annually. Karbon AI is included on paid plans; automatic client reminders are on Business at $89.Oct 11, 2026

You’ll need

  • A short list of questions (3 to 5)
  • A trigger, like a project marked done

Try it

This one needs setup: it connects to your phones, your software or your client records, so there’s no copy-and-paste version. Have this set up for you.

Run your own numbers

Count feedback requests you'd send in a week.

Your numbers
Use your own numbers. Nothing you type is saved or sent.
Hours back
–
Worth a month
–
After the tool
–

Why it matters

Firms rarely ask clients how it went, and when they do, satisfaction survey tools can cost more than they return. Happy clients also go unasked for reviews.

How I estimated the hours

0.5 to 1 hrs a week: Sending and tracking 5 to 10 feedback requests a week by hand at 5 minutes each. Rounded down.

Sources (4)

Sources

  1. Claude Pro pricing, https://claude.com/pricing (accessed 2026-10-11)
  2. Google Business Profile pricing, https://business.google.com/us/business-profile/ (accessed 2026-10-11)
  3. Karbon pricing, https://karbonhq.com/pricing/ (accessed 2026-10-11)
  4. Journal of Accountancy, https://www.journalofaccountancy.com/issues/2026/aug/real-life-ways-small-firms-use-ai/ (accessed 2026-10-11)

Questions

Yes. Clients who answer well can get a link to leave a review. Check your state board's rules on testimonials if you're unsure.

The Scottsdale firm's COO built it herself with Claude. A simpler version is a form plus an automatic email.

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