For accountants and bookkeepers
Ask accounting clients for a testimonial at the one moment they have time to give it
Nobody writes a testimonial for their accountant in the week before a deadline. Enter the date a return was filed or the books were closed, and get a dated plan for asking, reminding and publishing, with prompts that keep the client’s numbers private.
- A dated plan from the day the work wraps up
- Reminders that fit around busy season
- Prompts that never ask for figures
The problem, solved
Why accounting testimonials stall, and how StoryProof gets them moving
Five things that stop a firm from collecting client praise it can actually publish.
Situation 1 of 5
Our ask gets buried during busy season
In the weeks before a deadline your inbox to clients is all document chases and signature requests. A testimonial email sent then reads as one more chore.
How StoryProof solves it
StoryProof emails the collection link to the clients you choose once their work is done. On a plan with automations, two timed reminders follow and stop the moment a client responds.
Situation 2 of 5
Clients brag about refunds we cannot publish
A happy client naturally mentions the refund or the tax saved. Publishing that exposes their finances and implies a result other clients may not get.
How StoryProof solves it
Every submission sits in your queue until someone approves it, so a partner can read each answer for figures before anything reaches the website.
Situation 3 of 5
Business owners will not write a paragraph
The owner who loves your monthly bookkeeping still has no time to draft prose about it, and a blank text box is where most requests die.
How StoryProof solves it
The same link lets them record a short video, leave an audio note or type a line, all in the browser with nothing to install.
Situation 4 of 5
Tax praise lands on the payroll page
One pooled list of quotes means a prospect reading about bookkeeping sees comments about personal returns, which says little about the service they came for.
How StoryProof solves it
Tag approved testimonials by service, then pick which ones each widget shows, so every service page carries quotes about that service.
Situation 5 of 5
Some clients only answer through our portal
Plenty of firms talk to clients through a secure portal or over the phone, and a marketing email from an unfamiliar sender gets ignored.
How StoryProof solves it
Copy the collection link into a portal message, or print it as a QR code for the client meeting, instead of relying on email.
Planner
Plan your requests from the day the work wraps up
Pick the date the return was filed or the period was closed. The plan spaces the ask and reminders over the following fortnight and comes back months later, when the client is calm enough to record something longer.
Day 0
Wrap-up message
Confirm the work is done and say what happens next. Do not ask for anything yet.
Day +3
Send the testimonial request
The relief is fresh. Send the collection link with two or three experience prompts.
Day +6
First reminder
A short nudge with the same link. If you use StoryProof’s follow-up automation it sends this for you.
Day +10
Last reminder
One final email, then stop. A client who stays quiet is not saying no to you, only to more email.
Day +14
Review and publish
Read every answer for figures or names before approving it.
Day +120
Quiet-season video ask
Months later, invite the clients who wrote a few lines to record a short video while their diary is clear.
Dates are worked out in your browser. Nothing is saved.
Prompts
Prompts for accounting clients
They get a client talking about the relationship. None of them asks for a number.
After a tax return
- What did tax season feel like before you worked with us?
- How easy was it to get your documents to us?
- How did we explain what you needed to know?
Leave out
- Refund amounts or tax saved
- Anything about an audit or a dispute with a tax authority
Monthly bookkeeping or advisory clients
- How has having clean books each month changed the way you run the business?
- What do you no longer have to worry about?
Leave out
- Revenue, profit or cash figures
- Names of the client’s customers or suppliers
In StoryProof
Run it in StoryProof
- You will need
- Your list of clients whose work has wrapped up
- A StoryProof workspace
- 1
Create a form with the prompts above
Clients can answer with a quick written note, an audio note or a video, all from one link.
- 2
Send the request on the planner’s date
StoryProof emails the link to the clients you pick.
- 3
Let the reminders run
On a plan with automations, the follow-up template sends the reminders and stops as soon as a client replies, and only inside your quiet hours.
- 4
Check for figures, then approve
Every answer waits for approval. Reject or ask for a new version of anything that mentions money or other people, and tag approved ones by service, such as tax or bookkeeping.
- 5
Show the right quote on the right service page
Add tax client quotes to the tax page widget and bookkeeping quotes to the bookkeeping page.
What happens next: Repeat the plan each time a cohort of returns or closes is finished, rather than asking everyone at once.
Before you start
Things to keep in mind
What this does not cover, and what to check on your side. Better to know now than after launch.
- 01
Client information stays confidential
Professional rules on client confidentiality apply to marketing too. Check your licensing body’s guidance before naming a client or their business.
- 02
Do not promise results
A quote saying “they saved me thousands” implies every client will. Keep testimonials about service, clarity and responsiveness.
- 03
Reminders are email only
StoryProof sends requests and reminders by email. If a client prefers your portal or a phone call, share the link there yourself.
- 04
Not every client shares your calendar
Clients with a non-calendar year end, or quarterly filings, finish at different times. Run the planner per cohort from their own close date rather than one firm-wide date.
FAQ
Questions people ask
Short answers to what usually comes up next.
When is the best time to ask an accounting client for a testimonial?
A few days after the work is finished, when the deadline stress has gone and the experience is still fresh. Avoid the weeks before a filing deadline.
Can a client mention how much tax we saved them?
It is better left out. It exposes the client’s finances and suggests every client will see the same saving.
Should I name the client’s business?
Only with their explicit permission. Many accounting testimonials use a first name and an industry instead.
What if a client’s answer mentions a figure we cannot publish?
Do not edit the number out and publish the rest as if they wrote it that way. Ask the client to send a new version without the figure, or reject that answer and keep it private.
Should we ask clients who had a difficult year, such as an audit?
Leave them out of the routine request. Wait until the matter is fully closed, and even then ask about the support you gave rather than the outcome.
Still have a question? Ask the StoryProof team or book a demo.
Start your first post-deadline ask
Set up the form now and send it to the first clients whose work is finished.
Last updated 2026-11-04.