Helping accountants win better quality clients… gain higher fees… and earn more profit!

Customer Feedback Simplified

Software to help busy people guarantee customer satisfaction

Try it for free

Online client Surveys for Accountants

Insight has partnered closely with CustomerSure to bring accountants the very best technology available. CustomerSure is a simple, online customer feedback system designed to improve your financial performance and spread your reputation for great service.

Through a simple client satisfaction process, CustomerSure helps you;

  • Guarantee client satisfaction
  • Increase billings for value-added services
  • Acquire more new clients through personal recommendations
  • Win more business by using independent client reviews in proposals and on your website

How it works

Because Accountants tend to have excellent relationships with their clients, it can feel awkward for clients to mention any niggles that cause them to stop short of a recommendation.

The solution lies in a simple 3-step process:

  1. The leadership of the firm commits to client satisfaction as a core value.
  2. Use CustomerSure and email a lightning fast satisfaction survey after key deliverables, to check that clients are completely satisfied.
  3. Each person within the firm understands their responsibility to read and act on the client feedback.

Don’t assume clients are satisfied — use CustomerSure to be confident you’ve got it right, every time, and enjoy the benefits of retention, additional business from happy clients and referrals.

CustomerSure are proud partners of the practice excellence awards.

Phillip MurrayHarlands Accountants


Company Number: 4708625 | VAT Number: 709329916 by Insight

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